Frequently Asked Questions

There are multiple methods available for managing your account:

1. 1. Independently through our mobile application.
2. 2. Via Windows software using a PC or laptop.
3. 3. Alternatively, you can opt for management through our designated equity traders, each assigned to individual clients.

The login credentials for clients are exclusively shared through email, and only the client has access to their personal email account.

To switch brokers, you just need to open a new account. After setting up the new account, you can transfer custody of your shares by emailing your old broker with the new Sub CDC account number. Your shares will then be transferred to the new brokerage firm.