If you have UITF accounts including EIP account, you can now monitor and check your BDO UITF account online through the online banking facility. You can see your account’s daily gains or losses using this feature. It is very important to monitor your Trust Funds daily NAVPUs, not only it will help you decide when to redeem, it will also help you analyze all your UITFs orderly without looking for required charts and checking prices historically.
All you have to do is to enroll at BDO Online Banking. If you already have an account online related to BDO products like credit cards and savings account, you don’t need to enroll because that account is already considered as Online Account by BDO. Just log in your account and add your Trust Fund. It’s so easy. I’m gonna share here how I add my BDO UITF EIP account using the online banking feature.
Take note that the same procedures are applied to other UITFs products. All your Trust Funds account will show in your dashboard including your COP Number.
- Log in to BDO Online Banking. During log in, BDO will send you OTP (One Time Password) on the cellphone number registered on your Online Banking account. You need to type this to log in successfully or else you cannot proceed. Typing a wrong number will make your account blocked so avoid this.
- Select Enrollment Services and navigate the bar and choose Trust Account.
- Then choose Enable Viewing of Account
Tick and check the box in the “Yes, I want to view my Trust Account in BDO Online Banking.”
Wait for a confirmation email from BDO. It usually takes just few minutes. Then you can log in and view your Trust Fund.
Your CMN (Client Master Number) can be found on your COP (Certificate of Participation). For new accounts, I think there is no CMN on the COP because mine has no CMN on it. So I had to ask my CMN at the BDO banker personally. It is composed of 10 digits.
How to Monitor and Check your BDO UITF Account Online?
Simply go over your Trust Funds and you can see your enrolled UITFs, product type (Bond Fund, Money Market Fund, Equity Fund, etc.) date of placement, COP, invested amount, number of units, amount as of the day you are viewing and your unrealized gains/losses.
If you have EIP (Easy Investment Plan) like me, you will also see your account’s performance. One great thing too is that you can see all your COP and their corresponding unrealized gains/losses for the day.
With this feature, it is indeed easier and so convenient to monitor our investment fund’s performances without checking charts at Bloomberg or something. Maintain your account and keep your target. Don’t panic and keep calm and keep investing. It will surely keep you earning more.