BPI Wealth Builder

Make your money grow with our new flagship investment product, guided by Vestie, your trusted investment companion.

Investment funds

Invest your money in a wide selection of pooled funds denominated in Philippine pesos or US dollars.

Segregated portfolio

Experience our personalized approach to help you acquire and grow wealth through solutions tailored to your needs.

Personal Equity and Retirement Account (PERA)

Build additional funds for your retirement through an account invested solely in PERA investment products.

Downloadable documents
Account Opening Form

English

File-type

File-size

download-icon
Client Suitability Assessment Form

English

File-type

File-size

download-icon
BPI Investment Fund Account Opening Terms and Conditions

English

File-type

File-size

download-icon
Suitability Waiver Form

English

File-type

File-size

download-icon
Fund Order Form

English

File-type

File-size

download-icon
BPI Wealth Product Grid

English

File-type

File-size

download-icon

Open an investment account today

Open an investment account conveniently through the BPI App and start your investment journey today.

Learn more about investing

Explore the basics of investing or head over to insights for expert advice from our analysts.

Contact Us

At BPI Wealth, we are committed to providing our customers with superior services. Your opinions or suggestions regarding our products and services will enable us to serve you better. To share your opinions or suggestions, you may contact us through the following channels:

  • Phone
    (+632) 889-10000
    For inquiries and comments, please call our 24-hour BPI Contact Center.
  • email
    bpiwealth@bpi.com.ph
    For concerns about starting or management of your investments, please send us an email to this address.
THESE ARE NOT DEPOSIT PRODUCTS. EARNINGS ARE NOT ASSURED AND PRINCIPAL AMOUNT INVESTED IS EXPOSED TO RISK OF LOSS. THESE PRODUCTS CANNOT BE SOLD TO YOU UNLESS THE BENEFITS AND RISKS HAVE BEEN THOROUGHLY EXPLAINED. IF YOU DO NOT FULLY UNDERSTAND THESE PRODUCT, DO NOT PURCHASE OR INVEST.
 
These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Wealth or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries and are not insured by the Philippine Deposit Insurance Corporation (PDIC).  Any income or loss arising from market fluctuations and price volatility of securities, even if invested in government securities, is for the account of the investor/trustor. As such, units of participation of the investor/trustor, when redeemed, may be worth more or be worth less than his/her initial participation/contribution. Due to market fluctuations, yields cannot be guaranteed, and potential losses or gains are for the investor's account. Historical performance is for reference only, and BPI Wealth is not liable for losses, except in cases of willful default, bad faith, or gross negligence. Investors are advised to read the Declaration of Trust of the relevant trust product before investing.
 
Regulated by the Bangko Sentral ng Pilipinas, https://www.bsp.gov.ph, and Securities and Exchange Commission, https://www.sec.gov.ph.
Need more help?

Get all the help for your banking needs.

prefered