eKYC ACCOUNT OPENING GUIDE ON PHS ELITE TRADING APP
DOMESTIC INDIVIDUAL CUSTOMERS
Step 1: Download PHS Elite Trading Application
Customers can download the PHS Elite Trading application from the App Store or Google Play. After installation, launch the application to initiate the account registration process.
Step 2: Select “Register Now”
Customers should select “Register” to commence the account opening workflow.
- On the login screen
- Or via the Utilities
Step 3: Enter Contact Information
Please provide a mobile phone number and email address to register your account. This data will be used for communication, authentication, and receipt of pertinent notifications during the account setup.
Step 4: Enter or Scan Referral Code (Optional)
If a referral code is available, select “Scan Referral Code” following the on-screen prompts.
If no referral code is available, this step may be bypassed.
Step 5: Select Customer Category
Select “Domestic Individual Customer” and click “Continue.”
Step 6: Capture Chip-based Citizen ID Card
Select “Proceed” under the e-KYC section, then capture photos of the front and back of your original, valid chip-based Citizen ID card.
Note: Please ensure the document is centered within the frame. The image must be clear, legible, and free from blur, glare, or cropped edges. Review the image and select “Retake” if the quality is insufficient.
Step 7: Facial Authentication
Complete facial authentication by looking directly into the camera and maintaining your face within the frame as instructed.
Note: Ensure your face is fully visible; do not close your eyes or blink during the authentication process.
Step 8: Scan Citizen ID QR Code
Select “Proceed,” then position the QR code on the front of the Citizen ID card in the center of the camera frame for scanning.
Note:
- Ensure the QR code is fully contained within the scanning frame.
- The image should not be blurred, cropped, or affected by glare.
Step 9: NFC Authentication of Citizen ID
Place the Citizen ID card and mobile device in the directed position to enable the device to read data from the NFC chip.
Maintain the position of the card and device until the system confirms successful authentication.
In the event the device does not support NFC, please proceed via the non-NFC authentication flow.
Step 10: Review Personal Information
Upon completion of authentication, the system will display your personal information. Please carefully verify the details, complete or adjust any editable fields, then select “Continue.”
Step 11: Register Account Services
Review and select the account types and services that meet your requirements.
Tick the box to confirm you have read, understood, and agreed to the terms and conditions, then click “Continue.”
Step 12: Create Login Password and OTP Verification
Establish a password for logging into and managing your securities account on the PHS Elite Trading app.
Enter the OTP sent to your registered mobile number. If the SMS OTP is not received, you may opt for an Email OTP to receive the code.
Step 13: Review and Confirm Contract Information
Please review the contract thoroughly, scrolling down to ensure all content is viewed. If the details are correct, tick to confirm you have read, understood, and agreed to execute the electronic contract.
Step 14: Execute Electronic Contract
Select “Sign Contract” to be redirected to the VNPT SmartCA system.
Follow the instructions sequentially:
- Verify digital certificate registration details.
- Read and tick the confirmation boxes.
- Complete facial authentication.
- Review and confirm digital certificate acceptance.
- Confirm signature via biometric authentication.
Note: Do not exit the application while the system is processing the contract execution.
Step 15: Complete Registration
When the success notification appears, your e-KYC account registration is complete. You may now log into the PHS Elite Trading App to explore investment products and services at PHS.
GUIDELINES FOR eKYC ACCOUNT REGISTRATION ON PHS ELITE TRADING APP
FOREIGN INDIVIDUAL CUSTOMER
Step 1: Download PHS Elite Trading Application
Please download the PHS Elite Trading application from the App Store or Google Play. Upon installation, launch the application to initiate the registration process.
Step 2: Select "Register Now"
Select the "Register" option to commence the account opening procedure.
- Via the login interface
- Via the Utilities
Step 3: Provide Contact Information
Enter your mobile number and email address to register. These details are essential for authentication, communication, and the delivery of statutory notifications throughout the onboarding process.
Step 4: Enter or Scan Referral Code (Optional)
If applicable, please scan the QR code or manually input the referral code as prompted. This step may be bypassed if no referral code is available.
Step 5: Select Client Classification
Select "Foreign Individual Customer" and click "Continue" to proceed.
Step 6: Passport Documentation
Please capture a clear image of the personal information page of your original, valid passport.
Note: Ensure the document is centered within the frame, ensuring high legibility without glare, blur, or obscured margins.
Step 7: Biometric Facial Authentication
Complete the facial verification by looking directly into the camera. Maintain your face within the designated frame as per the on-screen instructions.
Note: Ensure your face is fully visible and remain still without blinking or closing your eyes during the verification sequence.
Step 8: Personal Detail Verification
Enter and audit your personal information.
Carefully review all data, including full name, date of birth, passport number, and issuance details, to ensure accuracy before proceeding to the next stage.
Step 9: Account Service Enrollment
Review the available account services and select the options that align with your requirements. Acknowledge the terms and conditions by ticking the confirmation box, then select "Continue."
Step 10: OTP Verification
Enter the One-Time Password (OTP) dispatched to your registered mobile number. If the SMS OTP is not received, you may request the code via email.
Step 11: Complete the Request Submission
Your account opening request has been successfully received. PHS will send the required documents to you and provide further instructions to complete the account opening process.
GUIDE TO SUBMITTING AN ACCOUNT OPENING REQUEST ON PHS ELITE TRADING
DOMESTIC BUSINESS CUSTOMERS
Step 1: Download the PHS Elite Trading app
Download the PHS Elite Trading app from the App Store or Google Play. Once installed, open the app to begin the account registration process.
Step 2: Select “Register Now”
Select “Register” to begin the account opening process:
- From the login screen; or
- From the Utilities.
Step 3: Enter your contact information
Enter your phone number and email address to register. This information will be used for communication, verification, and receiving notifications during the account opening process.
Step 4: Enter or scan a referral code, if applicable
If you have a referral code, select “Scan Referral Code” and follow the on-screen instructions.
If you do not have a referral code, you may skip this step.
Step 5: Select the customer type
Select “Domestic Corporate Customer”, then tap “Continue”.
Step 6: Complete the required information
Enter all required contact and corporate information displayed on the screen. Once completed, tap “Continue”.
Step 7: Register for account services
Review and select the account types and services that meet your needs.
Once completed, tap “Continue”.
Step 8: Submit the request successfully
After the information has been submitted, the system will display a “Submitted Successfully” notification. Select “Continue” to return to the Portfolio screen.
PHS will review your request and contact you as soon as possible to provide guidance on the next steps.
GUIDE TO SUBMITTING AN ACCOUNT OPENING REQUEST ON PHS ELITE TRADING
FOREIGN BUSINESS CUSTOMERS
Step 1: Download the PHS Elite Trading application
Please download the PHS Elite Trading application from the App Store or Google Play. Once installed, open the application to begin the account registration process.
Step 2: Select “Register Now”
Select “Register” to initiate the account opening procedure.
- From the login screen, or
- From the utilities screen.
Step 3: Enter contact information
Enter your phone number and email address to register your account. This information will be used for contact, verification, and to receive relevant notifications throughout the account opening process.
Step 4: Enter or scan the referral code (if applicable)
If you have a referral code, you may scan the QR code or enter the code manually as instructed on the screen. If you do not have a referral code, you may skip this step.
Step 5: Select customer type
Select “Foreign Business Customer” and click “Continue.”
Step 6: Provide complete contact and institutional information
Complete all required fields regarding contact and institutional details as prompted on the screen. Once finished, click “Continue”.
Step 7: Register for account services
Review the displayed account services. After verifying the information, click “Continue.”
Step 8: Submission successful
Once the information is submitted, the system will display a “Submission successful” notification. Select “Continue” to return to the menu screen. PHS will process your request and contact you shortly to guide you through the next steps.
