Do you want to start trading and investing in stocks online? The following are the steps, instructions, requirements and other information on how to open an account with COL Financial:

1. Choose your account type

a. COL STARTER - Minimum Investment: P5,000
This is an entry-level account suitable for long term investing. It provides access to basic research reports, standard market information, and end-of-day charting data.

b. COL PLUS - Minimum Investment: P25,000
This is for active traders. It provides streaming quotes, comprehensive research reports and live chart data with some customizable features.

c. COL PREMIUM - Minimum Investment: P1 Million
This is for the premier investor. It provides access to all available features and a personal relationship manager dedicated to assist you.

2. Fill out our application forms
You may download the Customer Account Information Form (CAIF), Online Securities Trading Agreement (OSTA), and Specimen Signature Cards 2 on the link below: https://www.colfinancial.com/ape/Final2/home/pdfs/col_all_personal_forms.pdf

3. Prepare additional requirements

a. For FILIPINO CITIZENS

  • Photocopy of one (1) valid government issued ID
  • Photo and signature must be clear
  • Billing Statement - Recent, no later than 3 months past


b. For RESIDENT FOREIGN CITIZENS
  • Photocopy of one (1) valid government issued ID
  • Photo and signature must be clear
  • Alien Certificate of Registration (ACR) or Work Permit from DOLE
  • Billing Statement - Recent, no later than 3 months past


c. NON-RESIDENT FOREIGN CITIZENS
  • Authentication of a photocopy of one (1) valid passport
  • Photo and signature must be clear
  • Proof of Income
  • Billing Statement - Recent, no later than 3 months past


d. For IN-TRUST-FOR (ITF) ACCOUNTS
  • Photocopy of one (1) valid government issued ID of the parent
  • Photo and signature must be clear
  • Birth Certificate of the minor applicant
  • Duly-signed ITF Supplementary Agreement (download it here: https://www.colfinancial.com/ape/Final2/home/pdfs/ITF%20Supplementary%20Agreement.pdf )
  • Billing Statement - Recent, no later than 3 months past


4. Submit forms and requirements
COL BUSINESS CENTER
2403-B East Tower, PSE Centre
Exchange Road, Ortigas Center,
Pasig City, Philippines 1605

Once all requirements are received a sales officer will contact you via call or email to inform you of your COL Account No. and status of your application.

5. Fund your account
a. for ONLINE BILLS PAYMENT
Bank of the Philippine Islands (BPI)
Banco de Oro (BDO)
Metrobank

b. for OVER-THE-COUNTER BILLS PAYMENT
Bank of the Philippine Islands (BPI)
Banco de Oro (BDO)
Metrobank

c. for payment at the COL Business Center
COL BUSINESS CENTER
2403-B East Tower, PSE Centre
Exchange Road, Ortigas Center,
Pasig City, Philippines 1605

d. For OVERSEAS REMITTANCE
Banco de Oro (BDO)
Note: All checks must be payable to COL FINANCIAL GROUP, INC. Please include your Name and COL Account No. at the back.

To read further information like instructions for bank payment, filing up of payment slip, comparison of the 3 COL accounts (COL Starter, COL Plus, and COL Premium), and other important information, please visit:

https://www.colfinancial.com/ape/Final2/home/open_an_account.asp