Premium Essay

Mr Jimmy Phakathi

In:

Submitted By jimphakati
Words 532
Pages 3
Me: Please may I ask for more clarity on my account. I provided the information that I think is not reliable. The online form that you provided me with to fill my personal details left me with no alternative but to state that my income ranges from 0-$10000. However, that is true. I am the student. The design of your form gave rise to this issue. Just a moment... Sorry for the delay. We're working on getting to you as quickly as possible. If you need to run, please feel free to leave us a message

Alex: Hi there What seems to be the problem with your account? The question on the application where we ask for income is a question we must provide due to know your customer regulation it has no affect on your account Me: Okay ,then what am I supposed to do? Alex: Have you submitted your application for a live account? Me: No Alex: Go ahead and submit your application for a live account, then you will be sent a confirmation email asking for you to submit a proof of address and a valid ID. After that we will be able to approve your account and then you will be able to invest. Me: How do I go about submitting my application for Live Account? Alex: Have you created a practice account through the application yet? Me: Yes Alex: Go ahead and sign up for a practice account, then once you sign in there will be a button on the bottom left prompting you to sign up for a Live investing account. Were you able to find it Jimmy? Me: yes i am still trying to work on it. what is the social security number all about? Alex: If you are not an American citizen you just click "No" on the question before that one. Then that should open up the international options for you. Me: what information must I provide next to Foreign Passport Number? Alex: Your Passport number It can be found on your passport. Me: can I ask for explanation about each of the four investment objectives? Alex: It is pretty

Similar Documents