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...

  • 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...

  • 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 can I close my dub account?

      Closing Your Account: 1. Ensure all your holdings are sold or liquidated before proceeding with account closure. If you have any remaining holdings, please take this step first, as we cannot clos...

  • 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.     

  • Support Agent created an article,

    How can I make changes to my portfolio on dub?

    To rebalance/make changes to the portfolio you've created:  1. Tap "Portfolios You Created" in the home tab 2. Tap the pie icon on the top of the screen 3. Here, you can adjust the percentages to t...

  • Support Agent created an article,

    How can I cancel a pending bank transfer on dub?

    To cancel a pending bank transfer: 1. Go to Settings via the user profile button on the top right corner of the dub Home Page. 2. Click on Bank Transfers. If eligible for cancellation, you will be ...

  • Support Agent created an article,

    How can I request my data to be deleted from dub?

    To request your data to be deleted from dub: 1. Submit the Inquiry Form. 2. dub will not disclose or delete any information until your identity is verified. 3. dub will confirm that you would lik...