> 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 ››
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