Account Opening

Introduction of Account Opening

• What are the the steps to open an account with Pi?

Pi Financial App Account Opening

• Step 1 How to register for an account on the Pi Financial App?
• Step 2 How to create a wallet on the Pi Financial App?
• How to open more account types (Uplift) on Pi App?
• Can I use the same email or mobile number to create another account on Pi Financial App?

Pi Website (Settrade) Account Opening

• What documents are required to open an account through the Pi website (Settrade)?
• Step 1 How to register for an account from Pi website (Settrade)?
• Step 2 How to verify my identity through the Pi website (Settrade)?
• Step 3 How to submit additional documents on Pi website (Settrade)?
• What next after the my account has been verified by Pi?
• How to get back into the system in case my open an account process has not been completed?

Global Equity Account Opening

• What documents do I need to apply to open a Global Equities account?
• Can I open more than one Global Equity account if I have multiple Custcodes?
• Do customers need to open a new Global Equity account if they previously had the white label Global Equity product?

Account Opening (Others)

• How to open a DCA (Dollar Cost Averaging) account?
• How to open a DRx account?

Authentication Service (NDID)

• How to apply for National Digital ID or NDID (Non-register)?
• What are the steps to verify my identity by National Digital ID (NDID)?