Help And Support
Manage Your Account - Update account details
Update email and contact information
To update your latest email and contact numbers with OCBC Securities, send an email to firstname.lastname@example.org with the following details:
- Full name
- Trading account number
- New email address
- Contact numbers
To update your personal particulars such as name, address, nationality and/or PR status, etc, please download the updating form. Upon completion, mail the original form back to us, together with the supporting documents.
We are unable to accept fax or email request.
Your details will be updated after:
- Your signature matches CDP’s record;
- The update request form is in proper order;
- A certified true copy of supporting documents (by Advocates & Solictors / Notary Public / Singapore Embassy / Justice of Peace) if update of particulars has been mailed
The change of such particulars will also be updated in all your approved trading accounts linked to your CDP securities account.
Alternatively, you may login to CDP Internet Access to update your address and contact details.
Update your investor profile
Add or change payment instructions
Change details of your accountDormant Account Reactivation (Individual/Joint*)
CDP/OSPL Update Particulars (Individual/Joint)#
*Please submit a copy for each account holder (i.e. 1st applicant and joint applicant).
#If you hold a trading account linked to CDP (i.e. you have a CDP account starting 1681-XXXX-XXXX, please complete the full set of documents. If you hold a trading account linked to a OCBC Securities Pte Ltd (“OSPL”) sub account (i.e. you have an OSPL account starting with 2281-XXXX-XXXX), please complete pages 5 and 6.
Changing trading limitsAfter you have successfully opened a basic trading account with us, we will assign buy and sell trading limits for the account.
Credit assessment will be conducted based on the information furnished in your account opening form. The trading limits will then be assigned in accordance with the credit assessment.
We will also take into account other considerations in determining the trading limits, including recommendations from your Trading Representative and relevant supporting documents e.g., recent CDP, bank account statement, or income tax assessment.
Contact your Trading Representative contact them directly for clarifications or to review your trading limit.