Open COL Financial Account without remotely

Why chose COL Financial?

COL Financial (former Citiseconline) is one of the best online stock brokers in the Philippines. There are other big online trading brokers out there like BPI Trade, Philstocks.ph, First Metro Sec, etc. but I’ve decided to choose COL Financial because I was impressed with their stock market lectures and all that. Their company is also listed in the PSE. Besides, I love their EIP program and the availability of Mutual Funds.

 

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)

Prepare for your TIN (Tax Identification Number). If you don’t have any yet, you can get TIN online. If you lost your TIN or you forgot it, you can retrieve it here: Verify TIN

col accounts
source. COL Financial

Decide what type of COL account you need to open. Personally, I selected the COL Plus because it has EIP and streamlined features. As an investor, you know you don’t only need to grow your funds but your investing skills as well. You can’t be on EIP forever, honey.

How to Open COL Financial Account Online

Requirements:

  • Photocopy of 1 Government Issued Valid ID
  • Funds to your COL account (I used BDO online banking)
how to open col account online
one of the forms you need to fill up

You will need to fill out the forms and sign them properly. Write in Block letters, meaning all capital letters. Make sure the email address you provide is really yours and you are the only one who use it because this is where COL will contact you regarding your application. All transaction notifications and confirmations regarding your COL account will also be sent in your email address. Have your documents delivered to COL Financial’s address.

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

  • 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

Note: Tax Identification Number(TIN) is required.
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’s Business Center. Once we receive your documents, a sales officer will review your application and schedule a video conference call for information verification.

Our Addresses are:

COL Business Center
2403B East Tower, PSE Centre,
Exchange Road, Ortigas Center,
Pasig City 1605, Philippines

(+632) 651 5888
COL Investor Center – Makati
Ground Floor, Citibank Tower,
Valero corner, Villar Streets,
Makati City 1227, Philippines

(+632) 478 2954

(+632) 478 3316

(+632) 478 3275
COL Investor Center – Davao
2nd Floor Robinsons Cybergate,
J.P. Laurel Ave., Bajada,
Davao City 8000, Philippines

(+6382) 287 8192

(+6382) 287 8193

(+6382) 287 8194
Office Hours
M-F, 8:30 am to 5:30 pm

IREMIT Branches (Abroad for Overseas Remittance)
click here for a list of their branch offices

5. Fund your account

ONLINE BILLS PAYMENT

*Please see Bank Service fees here

 

OVER-THE-COUNTER
BILLS PAYMENT

 

COL BUSINESS CENTER

  • 2403-B East Tower, PSE Centre
    Exchange Road, Ortigas Center,
    Pasig City, Philippines 1605

 

OVERSEAS REMITTANCE

 

*All checks must be payable to COL FINANCIAL GROUP, INC. Please include your Name and COL Account No. at the back.

 

How to Open COL Financial Account Abroad

If you are living and working overseas, you can also open your COL Financial account by going to any iRemit Branches. COL Financial has partnered with iRemit. Just bring your signed forms and clear copies of your valid IDs and submit them to iRemit.