Address:
| Unit B205 Axis Entertainment Ave. Vibo Place, N. Escario St. Barangay Camputhaw, Cebu City |
Telephone:
| (+6332) 261-8601 (+6332) 261-8615 (+6332) 261-8624 |
Email:
| colcebu@colfinancial.com |
Showing posts with label #PSEOnlineBroker. Show all posts
Showing posts with label #PSEOnlineBroker. Show all posts
Monday, August 7, 2017
Col Financial @ Cebu
Good news to Cebuanos Col Financial is now in Cebu, Investors may visit their office and inquire about investing in stocks and mutual funds, and for help in navigating the COL website.
Tuesday, July 4, 2017
Waive deposit charges when funding your COL account.
Philippine Stocks - Col Financial has successfully negotiated with BDO and BPI to waive certain deposit charges when funding your COL account.
The new bank fees for the use of the deposit facilities of BDO and BPI effective July 1, 2017 are summarized below:
Sunday, November 20, 2016
Philippine Stocks - WHAT YOU NEED TO KNOW: REGINA ONLINE INVESTING’S TRADING PLATFORM
Philippine Stocks - WHAT YOU NEED TO KNOW: REGINA ONLINE INVESTING’S TRADING PLATFORM
We live in a fast-paced world where most people would start the day with a cup of instant coffee, a race against the traffic in the metro and finally greeted with a dozen of unread email at the office. An average Filipino employee spends 40 hours a week in the workplace to earn only about P25,000 a month (based on middle income earnings).Naturally, individuals want to bring in more money but the question is, what and how can they do it with their busy schedules? The answer lies with online stock trading. Together with Regina Online Investing (ROI) you can have access to its user friendly platform that runs using PSETradex; up-to-date research and social media resources; and top of the line customer service. Traders can effortlessly manage their own stock portfolio with the help of the dedicated ROI support team.
THE PLATFORM
ROI’s online trading platform is directly connected to the Philippine Stock Exchange which means that whatever happens at PSE, the platform reflects it (e.g. When PSE is up, you can assure that ROI platform is online, putting you at a fair trading ground unlike the more popular brokers that experience frequent downtimes, delayed quotes and other issues). The online platform equips its users with all the information they need to know before clicking the buy button. To give you a better view of the platform, we listed some of its key features below:
Read more: https://roi.ph/what-you-need-to-know-regina-online-investings-trading-platform/
We live in a fast-paced world where most people would start the day with a cup of instant coffee, a race against the traffic in the metro and finally greeted with a dozen of unread email at the office. An average Filipino employee spends 40 hours a week in the workplace to earn only about P25,000 a month (based on middle income earnings).Naturally, individuals want to bring in more money but the question is, what and how can they do it with their busy schedules? The answer lies with online stock trading. Together with Regina Online Investing (ROI) you can have access to its user friendly platform that runs using PSETradex; up-to-date research and social media resources; and top of the line customer service. Traders can effortlessly manage their own stock portfolio with the help of the dedicated ROI support team.
THE PLATFORM
ROI’s online trading platform is directly connected to the Philippine Stock Exchange which means that whatever happens at PSE, the platform reflects it (e.g. When PSE is up, you can assure that ROI platform is online, putting you at a fair trading ground unlike the more popular brokers that experience frequent downtimes, delayed quotes and other issues). The online platform equips its users with all the information they need to know before clicking the buy button. To give you a better view of the platform, we listed some of its key features below:
Read more: https://roi.ph/what-you-need-to-know-regina-online-investings-trading-platform/
Saturday, September 10, 2016
Top 20 PSE Online Stock broker in the Philippines
Philippine Stocks Top 20 Broker
Here's the list of the top 20 PSE Online Stock broker in the Philippines, my personal favorite are BPI Trade, Col Financial and BDO Nomura. What's yours?
Here's the list of the top 20 PSE Online Stock broker in the Philippines, my personal favorite are BPI Trade, Col Financial and BDO Nomura. What's yours?
| Stock Broker | URL |
| AB Capital Online | http://www.abcapitalsecurities.com.ph |
| Abacus Online | http://www.abacusonline.com.ph |
| Angping Online | http://www.angpingonline.com |
| BA Sec Online | http://www.baseconline.psetradex.ph |
| BDO Nomura * | https://www.bdo.com.ph/bdonomura/home |
| BPI Trade * | http://www.bpitrade.com |
| Coherco Trade | http://www.cohercotrade.ph |
| COL Financial * | http://www.colfinancial.com |
| iTrade by DA Market Securities | http://www.itrade.psetradex.ph |
| 2Trade Asia by F. Yap Securities | http://www.2tradeasia.com |
| First Metro Sec | http://www.firstmetrosec.ph |
| Investors Online | http://www.investorsonline.psetradex.ph |
| MakeTrade by Maybank ATR Kim Eng Securities | http://www.maketrade.com.ph |
| Optimum Online | http://www.optimumonline.psetradex.ph |
| Philstocks | http://www.philstocks.ph |
| RCBC EZ Trade | http://www.rcbcsec.com |
| Regina Capital | http://www.reginacapital.psetradex.ph |
| Timson Securities, Inc. | http://timson.com.ph |
| UTrade by UniCapital Securities | http://www.utradeph.com |
| Wealth Sec | http://www.wealthsec.net |
Friday, September 9, 2016
How to fund your BDO Nomura trading account
Philippine Stocks - BDO Nomura Trading Platform
You may fund your BDO Nomura account through the Bills Payment Facility:
You may fund your BDO Nomura account through the Bills Payment Facility:
> Over the counter
> Mobile banking
> ATM
Indicating the following required details:
Company Name: BDO Nomura Securities, Inc.
Institution Code: 0491
Subscriber's Account No.: Customer Code
Subscribers 'Account Name: Juan Dela Cruz
> Online banking
Go to https://www.bdo.com.ph/personal and click "ONLINE BANKING LOGIN" button
Once you have successfully login to your BDO account.
Look for "My Quick Links" and click the Pay Bills icon.
Pay From. select from the drop down menu your savings account
Pay this Company/Biller, select from the drop down menu "BDO Nomura Securities, Inc."
Amount: <Desired amount you want to fund your trading account>
Remarks: <Any Text>
Pay Schedule, your have 3 options <Immediately/Later Date/Regular Schedule Date>
Click the submit button to complete the transaction.
Note: You may fund your account on or before 10:00 PM to be included on the next trading day.
Opening your first trading account with BDO Nomura
Philippine Stocks - BDO Nomura Trading Platform
Good news for BDO customer's with savings account you can now open a trading account with BDO, by using your online banking user id/password to login to BDO Nomura
Login to BDO Nomura page
https://www.bdo.com.ph/bdonomura/home
Not yet enrolled with BDO online, click the below url
https://www.mybdo.com.ph/fo/ribtermsandconditions
Good news for BDO customer's with savings account you can now open a trading account with BDO, by using your online banking user id/password to login to BDO Nomura
Login to BDO Nomura page
https://www.bdo.com.ph/bdonomura/home
Not yet enrolled with BDO online, click the below url
https://www.mybdo.com.ph/fo/ribtermsandconditions
You will be receiving a One-Time Password via your registered mobile phone and enter the OTP
Make sure to read the Term and Conditions"" and Select the beneficiary account for withdrawal process and click the next button.
Click "Ï Agree" button.
Fill out the "Investor profile" and the "Stability Assessment" form tab to complete the remaining items.
Click the CAPTCHA tab, retype the code and click the submit button.
Review the details of your investor profile and suitability as shown on your screen and click the confirm button. A thanks you notification will appear to confirm a successful application.
Take note cut off for processing new application is 3:00PM and online application submitted beyond cut off shall be processed on the next business day. Once approved you will received an email approval indicating your customer code.
Sunday, September 4, 2016
Opening your first account with Col Financial
Philippine Stocks - Col Financial Trading Platform
> Go to https://www.colfinancial.com/ape/Final2/home/HOME_NL_MAIN.asp?p=0
> Click "Open an Account"
> Follow the complete steps from COL Financial websites.
NON-RESIDENT
IN-TRUST-FOR (ITF)
OVER-THE-COUNTER
> Go to https://www.colfinancial.com/ape/Final2/home/HOME_NL_MAIN.asp?p=0
> Click "Open an Account"
> Follow the complete steps from COL Financial websites.
1. Choose your account type
COL STARTER
Minimum Investment: P5,000
- An entry-level account suitable for long term investing.
Provides access to basic research reports, standard market
information, and end-of-day charting data.
COL PLUS
Minimum Investment: P25,000
- For active traders. Provides streaming quotes,
comprehensive research reports and live chart data with
some customizable features.
COL PREMIUM
Minimum Investment: P1 Million
- For the premier investor. Provides access to all available
features and a personal relationship manager dedicated to
assist you.
COMPARISON OF ACCOUNT FEATURES * (larger size)
2. Fill out our application forms
DOWNLOAD ALL FORMS ››
*Please note that applications submitted and not funded within 3-months will require one to re-apply with new forms and IDs.
Download Application Forms
Click here to learn how to apply for a TIN ››
- Download and print out our application form.
- Completely fill out all forms:
- Customer Account Information Form (CAIF)
- Foreign Account Tax Compliance Act (FATCA)
- The Online Securities Trading Agreement (OSTA)
should be read and kept by the account holder
Click here to learn how to apply for a TIN ››
3. Prepare additional requirements
FILIPINO CITIZENS
- Photocopy of one (1) valid government issued ID
Photo and signature must be clear
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
NON-RESIDENT
FOREIGN CITIZENS
- Authentication of a photocopy of one (1) valid passport
Photo and signature must be clear
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
4. Submit forms and requirements
You may personally submit originally signed forms and clear ID documents to COL Financial or through iRemit branches.
You may also send the originally signed forms to COL Financial Business Center. Once we receive your requirements, a sales officer will review your application and contact you to inform you of the status of your application or any other requirements that may be needed.
Our Addresses are:
COL FINANCIAL BUSINESS CENTER
2403B East Tower, PSE Centre,
Exchange Road, Ortigas Center,
Pasig City 1605, Philippines
2403B East Tower, PSE Centre,
Exchange Road, Ortigas Center,
Pasig City 1605, Philippines
COL FINANCIAL MAKATI INVESTOR CENTER
Mezzanine, Citibank Center,
8741 Paseo de Roxas
Makati City 1227, Philippines
Mezzanine, Citibank Center,
8741 Paseo de Roxas
Makati City 1227, Philippines
IREMIT BRANCHES (ABROAD for Overseas Remittance)
click here for a list of their branch offices
click here for a list of their branch offices
5. Fund your account
- Bank of the Philippine Islands (BPI)
Click here for instructions ›› - Banco de Oro (BDO)
Click here for instructions ›› - Metrobank
Click here for instructions ›› - Asia United Bank
Click here for instructions ››
OVER-THE-COUNTER
BILLS PAYMENT
- Bank of the Philippine Islands (BPI)
View sample payment slip ›› - Banco de Oro (BDO)
View sample payment slip ›› - Metrobank
View sample payment slip ›› - Asia United Bank
View sample payment slip ››
Saturday, September 3, 2016
Opening your first BPI Trade Account
Philippine Stocks - BPI Trading Platform
> Go to https://www.bpitrade.com/application/Application_OpenAccount_Instruction.asp
> Please ensure to read the *** DISCLAIMER *** and GENERAL TERMS AND CONDITIONS and click "I Agree"
> You should also have a printer handy before you proceed.
Here are the complete steps from "BPI Trade websites".
and/or Power of Attorney or Signatory Authority granted to a person with US Address;
or “in care of” or “hold mail” address), please download and fill out IRS Form W-8BEN below.
during Mondays to Fridays between 8:30AM to 5:30 PM.
> Go to https://www.bpitrade.com/application/Application_OpenAccount_Instruction.asp
> Please ensure to read the *** DISCLAIMER *** and GENERAL TERMS AND CONDITIONS and click "I Agree"
Here are the complete steps from "BPI Trade websites".
1) Complete the BPI Trade Online Application Form.
Please fill out all the required information (marked with asterisks) to ensure that
your application is properly processed.
your application is properly processed.
2) Download the Bank Signature Card below and fill out the required details
– for issuance of Trade Settlement Account.
– for issuance of Trade Settlement Account.
a) Account number to be provided once Trade Account has been opened.
b) No need to submit pictures.
3) Download FATCA Questionnaire below and fill out the required details.
4) For US Persons, please download and fill out IRS Form W-9 below.
5) For Non US Persons with US Indicia (i.e. US. Place of Birth, US Resident/Mailing Address,
US Telephone Number, Standing instruction to transfer funds to an account maintained in the US,
US Telephone Number, Standing instruction to transfer funds to an account maintained in the US,
and/or Power of Attorney or Signatory Authority granted to a person with US Address;
or “in care of” or “hold mail” address), please download and fill out IRS Form W-8BEN below.
6) Print and fill-out the following BPI Trade Account Opening Forms.
a) Application Form
b) FATCA Questionnaire
c) IRS Forms W-9 or W-8BEN, if necessary
d) BPI Signature Card
7) Bring the following requirements to your BPI and/or BPI Family Bank Branch.
Please note that you have to be an existing BPI and/or BPI Family Bank account holder
to register with our online trading facility.
Please note that you have to be an existing BPI and/or BPI Family Bank account holder
to register with our online trading facility.
a) BPI Trade Account Opening Forms
b) Original and photocopy of valid and unexpired client's proof of identification
c) Other documents required by FATCA and BPI Securities
8) Acceptable proof of identification are:
a) Company ID
b) Passport (Mandatory Requirement for all foreign individuals)
c) Driver's License
d) Social Security ID
e) IDs issued by private entities or institutions registered with or regulated/ supervised by
Bangko Sentral ng Pilipinas (BSP), Securities and Exchange Commission (SEC)
or Insurance Commission (IC).
f) Other Picture IDs deemed as acceptable by your Branch.
9) For clients within the Philippines :
a) Sign forms in the presence of the Branch Officer, and request Branch Officer to verify your signatures.
b) Give completed, signed & verified forms, together with a photocopy of at least one
(1) acceptable ID to the BPI and/or BPI Family Bank officer.
c) BPI and/or BPI Family Bank will take care of sending the forms to BPI Securities Corporation.
d) IMPORTANT : Do not send your initial investment at this time.
e) As soon as we receive your documents, we will notify you by email on how to fund
or deposit to your account.
10) For clients outside the Philippines :
a) Request your Branch officer to signature verify your documents. Costs for signature verification,
if any, shall be for your expense.
b) Mail all documents to :
BPI SECURITIES CORPORATION
3rd Floor BPI Building,
Ayala Avenue corner Paseo de Roxas,
Makati City 1226, Philippines
c) IMPORTANT : Do not send your initial investment at this time.
d) As soon as we receive your documents, we will notify you by email on how to fund
or deposit to your account.
11) To check the status of your BPI Trade account opening request,
you may send an e-mail at bpitradeapplications@bpi.com.ph,
or you may call us at the following numbers: 816-9782, 816-9697, 816-5617 or 816-9189
you may send an e-mail at bpitradeapplications@bpi.com.ph,
or you may call us at the following numbers: 816-9782, 816-9697, 816-5617 or 816-9189
during Mondays to Fridays between 8:30AM to 5:30 PM.
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