Advisory:

Update Your Client Suitability Assesment

Please be advised that beginning March 12, 2026, all clients will be required to acknowledge the updated BDO Securities Terms and Conditions and update their Investor Profile upon logging in to the BDO Securities trading account via the website.

Announcement
 
Updating of Client Suitability Assessment Frequently Asked Questions
 
What is a Client Suitability Assessment (CSA)?   
CSA is a questionnaire used to evaluate your investment profile. It gathers information about your:
 
1. Financial situation
2. Investment objectives
3. Investment knowledge and experience
4. Risk tolerance
5. Investment time horizon 
 
This helps determine which investment products or securities may be appropriate or suitable for you.
 
Why do I need to update my CSA?  
Updating your CSA is a regulatory requirement that ensures the investments or securities you trade remain aligned with your financial situation, investment objectives, and risk tolerance
 
When will the system require me to update my CSA, and what should I do when prompted?   
The system automatically triggers CSA updates periodically based on your risk profile. When you login and are prompted to update your CSA, please follow these steps:
 
1. Confirm your agreement to the Terms and Conditions
2. Go to Investor Profile.
3. Review your current Customer Account Information, including your CSA details.
4. Click Update and complete the questionnaire.
5. Review your responses and click Submit.
 
You will receive an email confirmation along with your updated Online Trade Application Form, which includes your Individual Risk Profile (IRP) and Account Risk Profile (ARP).
 
Can I update my CSA using the BDO Securities Mobile App? 
CSA updates can only be completed through the BDO Securities website. If the system triggers a CSA update and it is not yet completed, access to your account via the mobile app will be temporarily restricted. To regain access, log in to your account through the website and complete the CSA update. Once completed, you can continue using the mobile app as usual.
 
I just updated my Investor Profile, but the system keeps prompting me to update it again. What should I do?
If you experience this looping prompt after updating your Investor Profile, it may be due to your browser storing outdated data. Try clearing your browser’s cookies and cache, then log in again to allow the updated information to load properly.
To clear your browser cookies and cache, follow the instructions below depending on your browser:  
 
Microsoft Edge
1. Click the three dots in the top-right corner.
2. Go to Settings > Privacy, search, and services. 
3. Under Clear browsing data, click Choose what to clear.
4. Select Time Range = All Time.
5. Check Browsing History, Cookies and other site data, and Cached images and files, then click Clear now.  
 
Google Chrome
1. Click the three dots in the top-right corner.
2. Go to Settings > Privacy and Security.
3. Click Clear browsing data. 
4. Select Time Range = All Time.
5. Check Browsing History, Cookies and other site data, and Cached images and files, then click Delete Data.  
 
Mozilla Firefox  
1. Click the menu icon in the top-right corner.
2. Go to Settings > Privacy & Security. 
3. Under Cookies and Site Data, click Clear Data.
4. Select All Time, then clear the data.   
 
Safari
1. Click Safari in the top menu.
2. Go to Preferences > Privacy. 
3. Click Manage Website Data, then Remove All.  
 
Will my Individual or Account Risk Profile affect my access to securities in my trading account?
You will continue to have access to all securities available in your trading account. Your CSA’s resulting risk classification is meant for your protection, helping guide you toward investment products suitable for your risk profile. It does not restrict access to any available securities.
 
For concerns, you may contact the BDO Securities Hotline at (+632) 8840-7878, Monday to Friday from 8:30 am to 5:00 pm, or email us via bdosec-customercare@bdo.com.ph. BDO Securities is a PSE and PDEx Trading Participant, an SCCP and SIPF Member, and is regulated by the CMIC with website  www.cmic.com.ph, and the SEC with telephone no. (+63916) 383-8633 and (+632) 8818-0921 and email address at msrd_srd@sec.gov.ph.

Financial product/s of BDO Securities are not covered by the Philippine Deposit Insurance Corporation and are not guaranteed by the BDO Unibank, as the case may be.

The BDO Securities, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank. All Rights Reserved.
 
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