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Soldivo Investing Made Easy via BPI ExpressOnline

After you open a Soldivo Bond Fund or Soldivo Strategic Growth Fund account, you’d naturally want to make additional investments regularly to take advantage of money cost averaging.

You can make additional Soldivo investments electronically via your BPI Expressonline account. BPI treats the Soldivo mutual funds as “merchants,” so we can invest by “paying” Soldivo, using your folio number as reference or account number.

Soldivo Investing Made Easy with BPI Express Online

Soldivo Investing Made Easy with BPI Express Online

To Enroll Your Soldivo Fund Account(s):

  1. Go to http://www.bpiexpressonline.com/ and log into your BPI Online account.
  2. In the main menu, select the following: Payments & reloading → Bills Payment → Enroll Other Bills
  3. On the e-form, fill in your BPI account details.
    • Under the ‘Company Name’, select the Fund name (Soldivo Bond Fund Inc/SBFI or Soldivo Strategic Growth Fund/SSGFI )
    • Under ‘Reference Number’ enter your corresponding folio number (e.g. 6001xxxxxx).
  4. Click ‘Submit’.
  5. You will receive a confirmation notice of your enrolment and a copy sent to your registered email address. You may now make your additional investment online.

To make Additional Investments:

  1. Go to http://www.bpiexpressonline.com/ and log into your BPI online account.
  2. In the main menu, select the following: Payments & Reloading → Bills Payment → Pay Bills Today
  3. On the e-form, under ‘Pay’,
    • select the SOLDIVO fund name with the corresponding folio number (SBFI 6001xxxxxx or SSGFI 6001xxxxxx)
    • Input the amount to be invested
    • Select which BPI Account to be used for payment
  4. Click ‘Submit’.
  5. A pop up window will appear verifying your investment details. If the information is correct, click ‘OK’.
  6. You will receive a confirmation code of your investment and a copy sent to your registered email address.

 

To Schedule Regular Investments

After enrollment, you can automate your Soldivo investing by scheduling merchant payments to your Soldivo account.

  1. Go to http://www.bpiexpressonline.com/ and log into your BPI online account.
  2. In the main menu, select the following: Payments & Reloading → Bills Payment → Scheduled Bills Payment → Schedule Bills Payment
  3. On the e-form, under ‘Payment Details’,
    • select the SOLDIVO fund name with the corresponding folio number (SBFI 6001xxxxxx or SSGFI 6001xxxxxx)
    • Input the amount to be invested
    • Select which BPI Account to be used for payment
  4. On the e-form, under ‘Schedule Options
    • select Recurring Payments
    • select Monthly or Quarterly  
    • Input How many
    • Input Start Date
  5. Click ‘Submit’.
  6. A pop up window will appear verifying your investment details. If the information is correct, click ‘OK’.
  7. You will receive a confirmation code of your investment and a copy sent to your registered email address.

 

Over-the-Counter

  1. Visit any BPI Branch
  2. Fill-out a Deposit/Payment Slip. Fill in the following details:
    • Under ‘Account Name/Merchant’s Name’, indicate the fund’s complete name.
    • Under ‘Reference No.’, indicate your folio number (e.g. 6001xxxxxx).