Support Agent
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Activity overview
Latest activity by Support Agent-
Support Agent created an article,
What are the different types of "Portfolios" offered on dub?
There are three types of Portfolios offered on dub: Self-Created Portfolios - A grouping of stocks and ETFs you select constitutes your personal portfolio. To learn more about creating your own po...
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Support Agent created an article,
What to do after you apply and how long does approval take?
Once you submit your application, it will undergo review. Below are the different outcomes and timelines associated with the application review process: 1. Standard Processing: If all the informa...
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Support Agent created an article,
How can I create a Portfolio on dub?
There are three ways to create a Free portfolio on dub: 1. Copy someone else's portfolio - One of the easiest and most existing ways to create a portfolio is to use dub's copy feature. This allows ...
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Support Agent created an article,
What happens when you "Copy" a portfolio on dub?
When you copy a portfolio, you allocate a dollar value to replicate the stock holdings and weights of the portfolio you copied. dub assigns you a portfolio name, ticker, and icon derived from the p...
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Support Agent created an article,
How can I cancel an order on dub?
Orders placed between 9:30am - 3pm ET: 1. Cannot be canceled. 2. If you change your mind on a dub, you must wait for the order to be executed and then liquidate your positions. Orders placed o...
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Support Agent created an article,
What is the difference between buying individual stocks and investing in portfolios?
Buying Stocks: Typically, when you buy stocks at a traditional brokerage firm, your investments are tracked independently, and you don't have a view on your overall portfolio balance and performa...
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Support Agent created an article,
How can I access my statements, tax forms and trade confirmations?
To access your statements, tax forms and trade confirmations: 1. Go to Settings by clicking on the user profile button on the top right corner of the dub Home Page. 2. Scroll down to Reports. 3. He...
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Support Agent created an article,
What is a Trusted Contact and how can I add them on dub?
What is a “trusted contact person?” A “trusted contact person” is a person that you authorize your brokerage firm to contact in limited circumstances, such as if your broker has trouble reaching yo...
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Support Agent created an article,
How can I close my dub account?
To close your account: 1. You must complete the sale or liquidation of all your holdings before account closure. If you haven't done so yet, we won't be able to close your account until this step ...
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Support Agent created an article,
How long does it take a trade to settle on dub?
The average settlement time for transactions placed on dub is: It takes two trading days from the date the trade was executed (T+2) for the shares to settle.