1. Log in to BPI Online.
2. Click ”Investments”.
3. Click “UITF Regular Subscription Plan (RSP)”.
4. Select your Investment Account Number.
5. Select your Investment Fund.
6. Input your initial and subsequent order contribution details. You may refer to our product list online for the minimum required amounts.
7. Confirm your RSP contribution and One-Time PIN activation.
8. Upon confirmation of your OTP, a confirmation page will appear. A confirmation email will also be sent stating your order has been placed.
9. Upon settlement, you will receive a transaction advice with the complete details of your investment including the price applied and final settlement amount.
Benefits
Affordability
Grow your long-term investments with no additional set-up fees.
Convenience
No need to visit a branch to invest! Your top-ups are programmed and electronically processed based on your preferred schedule.
Customizability
Schedule your RSP monthly or quarterly, nominate an amount to be regularly invested to your fund of choice, and set a start and end date for your RSP. All these can be updated anytime!
No need to time the market
Benefit from a cost-averaging strategy since additional investments are automatically programmed regardless of movements in the market.
Quick guide
How to enroll in RSP via BPI Online
How to enroll in RSP through the branches
Request for the activation of your RSP by filling out the Fund Order Form.
How to amend or terminate your RSP via BPI Online
1. Log in to BPI Online.
2. Click ”Investments”.
3. Click “UITF RSP Amendment”.
4. Select your Investment Account Number.
5. Select your Investment Fund and RSP Setup.
6. Input your RSP Order details (amount, schedule, dates).
For RSP Termination:
Set the end date to the current date provided the next payment schedule is set later than the current date.
7. Confirm your Account and RSP Amendment details and input your One-Time PIN.
8. Upon confirmation of your OTP, a confirmation page will appear. A confirmation email will also be sent stating your order has been placed.
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Frequently asked questions
Can I nominate another deposit account where the subsequent contribution will be debited?
No. Your automatic/scheduled contribution will be debited only from the nominated settlement account of your investment fund.
Can I immediately enroll in RSP upon account opening?
Yes. You may immediately enroll in RSP upon account opening. This can be found in your Fund Order Form.
What will happen if my scheduled contribution falls on a non-banking day?
If the scheduled contribution falls on a non-banking day, it shall be processed on the next banking day.
What will happen to my subsequent contribution if my settlement account is unfunded?
The scheduled contribution will neither be processed nor will it terminate the RSP. The next subsequent contribution will proceed as scheduled. No penalty will be imposed against unfunded RSP.
Will I be notified of my contribution?
Yes. You will receive a Transaction Advice/Depositary Receipt for each of your processed scheduled contributions.
Contact us
At BPI Wealth, we are committed to providing our customers with superior services. Your opinions or suggestions regarding our products and services will enable us to serve you better. To share your opinions or suggestions, you may contact us through the following channels:
Please contact us through:
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Phone(+632) 889-10000This is our 24-hour hotline number.
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emailbpiwealth@bpi.com.phFor concerns about starting or management of your investments, please send us an email to this address.
Invest regularly with the Regular Subscription Plan
| BPI is regulated by the Bangko Sentral ng Pilipinas