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  1. [Internal Use] Pi Knowledge Base
  2. Account Opening

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)?
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