Support Agent

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Activity overview

Latest activity by Support Agent
  • Support Agent commented,

    Charles,Great question. Most likely, you are linking a Chase account that uses OAuth with Plaid. This system creates a new bank account number mask that is seen by dub to prevent us from seeing you...

  • Support Agent created an article,

    Plaid Bank Linking Troubleshooting

    A) Why can't I find my bank in the Plaid list? If you can't find your bank in the Plaid list: Double-check the spelling of your bank's name. Look for alternative names or abbreviations your bank m...

  • Support Agent created an article,

    Understanding the Withdrawal Process on dub

    Why can't I withdraw my funds immediately after depositing? When you make a deposit into your dub account, there's a mandatory settlement period of 5 business days, starting from the next business ...

  • Support Agent created an article,

    Subscription Cancellation and Account Closure Process

    1. Cancellation Your Subscription  Please note that dub Support cannot edit or cancel your subscription on your behalf with Apple, given Apple Subscriptions are managed directly by Apple.  How do...

  • 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...

  • Support Agent created an article,

    What to do after you apply and how long does approval take?

    Standard Process: If all the information you provide is auto-verified by dub, onboarding typically takes just a few minutes. You can refresh the app or tap the 'Check Application Status' button at...

  • Support Agent created an article,

    How can I cancel an order on dub?

      Orders placed between during market hours (9:30am - 4:30pm ET) Cannot be canceled Orders placed outside of market hours can be canceled by: 1. Go to Settings on the dub Home Page. 2. Click on Ord...

  • 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...

  • 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...

  • 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.