Upgrade PineX Account to Securities Trading Account - Pinetree Securities

Upgrade PineX Account to Securities Trading Account

How to use PineX

Upgrade PineX Account to Securities Trading Account

Please log in to the PineX app to upgrade to a stock trading account.

Note: The account upgrade feature is only available for customers who do not already have a stock trading account with Pinetree Securities.

1. On the main screen after logging in, select Upgrade Trading Account

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2. Choose Open Trading Account.

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3. Take and upload photos of the front and back of your ID card (ID card or citizen identification card).

Note: Ensure the photos are taken in good lighting, center the ID card in the frame, and ensure the images are not blurry, unclear, or misaligned.

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4. If the system is unable to scan your information, please retake the photos or try again.

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5. Authenticate your face to increase security. Please follow the instructions and ensure the phone is in good lighting conditions.

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6. The system will automatically extract your information from the ID card you provide. Please review and correct any inaccurate information (if any).

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6. If you successfully authenticate your face, please confirm the registered information.

Then press the Next button.

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