Closing Account - Pinetree Securities

Closing Account

FAQ

Closing Account

To close your account at Pinetree, please follow the steps below:

Step 1: The customer contacts Pinetree’s CS Department to have your account information checked before closure.

Account closure conditions are that the account finishes all related obligations, and the balance of money and shares is zero.

Step 2: The customer fills in the Account Closure Request Form completely and accurately (2 copies). Find the form here.

Step 3: The customer submits the Account Closure Request Form and other relevant documents to Pinetree through one of the two following ways:

  • Visiting Pinetree and submitting the documents directly at the counter.
  • Send the documents by mail/post.

Step 4: The CS Department receives the documents, calls the Customer to re-confirm the information, and does the closure following the customer’s request.

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