Deanna Shears
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Articles
Recent activity by Deanna Shears-
How to Copy Portfolios on dub: Complete Guide
Copy trading gives you access to investment strategies created by others while maintaining the flexibility to adjust your investment approach as needed.What is Copy Trading?Copy is an innovative fe...
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Creating and Managing Your Own Portfolio on dub
Creating your own portfolio gives you complete control over your investment strategy while allowing you to share your approach with the dub community.How to Create a PortfolioFollow these simple st...
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Understanding Portfolio Types on dub
Types of Portfolios1. Self-Created PortfoliosThese are portfolios you create yourself by selecting specific stocks and ETFs. You have complete control over:Which assets to includeHow to allocate yo...
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Understanding Trade Confirmations
What Are Trade Confirmations?Trade confirmations are official records generated whenever securities (stocks or ETFs) are bought or sold in your account. These documents contain important informatio...
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Accessing Account Statements and Trade Confirmations
Types of Documents Availabledub provides several types of account documents: Monthly Statements: A summary of your account activity for each month, including deposits, withdrawals, trades, and end...
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Tax Documents
Accessing Your Tax DocumentsFor open accounts only: To access your tax documents, statements, and trade confirmations in your dub app: Go to Settings by clicking on the user profile button on the t...
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Reopening Closed Accounts
When you close your dub account, it's important to understand that your personal information remains in our system as required by financial regulations. This means: You cannot create a new account...
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Signing In With a New or Different Device
Signing In On a New DeviceAs long as you have access to your registered phone number, you should be able to sign in on any supported device: Download the dub app from the Apple App Store (iOS) or G...
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Accessing Your dub Account Outside the US
General Policy for Non-US ResidentsCurrently, dub is tailored for US permanent residents. We understand that this limitation might be disappointing, and we want you to know that we will eventually ...
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Account Updates on dub: Legal Name Change
Legal Name vs. Display NameIt's important to understand the difference between your display name and legal name on dub: Display Name: The name shown to other users on the platform (can be updated ...