This FAQ provides essential information on account management, covering topics such as updating personal information, changing your password, and accessing account statements. Understanding these aspects of account management will help you stay in control of your investments and make informed decisions on BBAE.
To access account statements and trade confirmations in the BBAE app, follow these steps:
To change your password in the BBAE app, follow these steps:
After selecting “Change Password” or “Change Gesture Password”, you will be prompted to input your current password or gesture and then create a new one. Please remember that a strong password enhances the security of your account.
If you have trouble changing your password, don’t hesitate to contact our customer service for assistance.
To access tax documents on the BBAE app, please follow these steps:
Tax documents for a specific year are typically available by March of the following year. For example, tax documents for the year 2022 will generally be accessible in February 2023.
To update your personal information in the BBAE app, follow these steps:
Before you can submit any changes, we will send a verification code to your registered phone number or email address. This is an essential security measure to confirm your identity and protect your information. Once you’ve entered the verification code, you’ll be able to submit your changes.
If you need help updating your personal information, don’t hesitate to contact our customer service for assistance.
Closing your BBAE account involves a few key steps:
After your account is closed, you’ll still be able to log into the app, but no historical records will be available. However, you can access your statements, tax documents, and trade confirmations by logging into www.bbae.com/docs with your app login credentials.
Please note that these documents are retained for a period of time as required by regulations, but not indefinitely. Therefore, it’s important to download any documents you may need in the future before you close your account. Rest assured, your information will not be used for anything other than fulfilling our regulatory obligations.
Deleting your BBAE account login is a separate process from closing your account. If you wish to delete your login, here’s what you need to do:
Remember, once your login is deleted, you’ll no longer be able to access the app or retrieve any statements, tax documents, or trade confirmations from www.bbae.com/docs. Therefore, we highly recommend downloading any important documents you may need in the future before requesting an account deletion.
Should you need to request account documents after your login has been deleted, please email us at bbae@rbsecurities.com. We will then determine whether these documents are still available. Be aware that account documents and additional records are kept for a specific period as required by regulations, but they aren’t retained indefinitely.
Rest assured that your information will not be used for any purpose other than fulfilling our regulatory obligations.
If you have any questions or need further assistance, don’t hesitate to contact our customer service team at 1-800-950-5266 or via email at bbae@rbsecurities.com. We’re here to help.
