How to Start Investing in DragonFi (Step-by-Step Guide)

Investing in DragonFi is designed to be simple and beginner-friendly. Below is a clear, step-by-step guide to help you open an account and start investing responsibly.

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Step 1: Download the DragonFi App

• Go to the Google Play Store or Apple App Store.

• Search for DragonFi.

• Download and install the official app.

Make sure you are downloading the correct app published by DragonFi Securities, Inc.

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Step 2: Create Your Account

• Open the app and tap Sign Up.

• Enter your personal details (full name, email address, mobile number).

• Create a secure password.

You will receive an email or SMS verification to confirm your registration.

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Step 3: Complete Identity Verification (KYC)

To comply with Philippine regulations, you must complete Know-Your-Customer (KYC) verification.

You will need:

• A valid government ID (e.g., Passport, Driver’s License, UMID, PhilSys ID)

• A selfie for identity confirmation

• Basic financial information (employment, income source)

Verification usually takes minutes to one business day, depending on application volume.

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Step 4: Wait for Account Approval

Once your documents are reviewed:

• You will receive a confirmation email.

• Your investment account will be activated.

• You can now fund your account.

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Step 5: Fund Your DragonFi Account

You can deposit money using:

• Instapay

• PESONet

• Supported partner banks or e-wallet transfers

Always check:

• Minimum funding requirements

• Transfer reference instructions

• Processing times

Start with an amount you are comfortable investing.

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Step 6: Explore Available Investments

After funding, you can choose from:

✅ Philippine Stocks

Buy shares of publicly listed companies.

✅ Mutual Funds or Investment Funds

Diversified investment options managed by professionals.

✅ PERA (Personal Equity and Retirement Account)

A long-term retirement investment with potential tax benefits.

Take time to review:

• Company profiles

• Historical performance

• Risk level

• Market conditions

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Step 7: Place Your First Trade

To buy a stock:

1. Search for the company ticker symbol.

2. Tap Buy.

3. Enter the number of shares.

4. Review the total cost including fees.

5. Confirm your order.

Your order may be executed instantly (market order) or once your target price is reached (limit order).

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Step 8: Monitor and Manage Your Investments

After purchasing:

• Track your portfolio performance.

• Review market updates.

• Avoid emotional decision-making.

• Consider long-term strategies instead of short-term speculation.

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Important Tips for Beginners

✔ Start small while learning
✔ Diversify your investments
✔ Avoid investing money you may need soon
✔ Understand that returns are not guaranteed
✔ Do your own research before buying

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Risks to Remember

All investments carry risk. Stock prices can go up or down depending on market conditions. DragonFi is a platform — it does not guarantee profits.

Invest only what you can afford to lose.

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Final Thoughts

Starting with DragonFi is straightforward, but successful investing requires patience, research, and discipline. By following this step-by-step guide and maintaining realistic expectations, you can begin your investing journey with greater confidence.