4 Steps For Opening A COL Financial Account
COL FINANCIAL ACCOUNT – Follow these four (4) steps to open an account with COL Financial.
COL Financial, established in 1999, is regarded as one of the leading online stockbrokers in the Philippines. With an asset base exceeding Php 62 billion from 200,000 customers, it takes pride in being one of the pioneers in digitizing stockbroker services in the country.
This online stockbroker offers a range of services to its customers, including direct market access and order execution, expert insight and research, streaming data and live charting, 24/7 access to account and portfolio information, competitive commission rates, and mobile device access via iPad and iPhone.
To open an account with COL Financial, follow these steps:
1.Visit their website and click on “Open an Account.” COL offers three types of accounts based on your initial investment:
a. COL Starter (Minimum Investment: P5,000) – Suitable for long-term investing, providing access to basic research reports, standard market information, and end-of-day charting data.
b. COL Plus (Minimum Investment: P25,000) – Designed for active traders, offering streaming quotes, comprehensive research reports, and live chart data with customizable features.
c. COL Premium (Minimum Investment: P1 Million) – Geared towards premier investors, granting access to all available features and a dedicated personal relationship manager.
2. Download and complete the application forms. Once you have selected an account type, download and print the necessary forms and prepare additional requirements as indicated.
3. Submit all forms and requirements. You can submit the required documents to COL Financial’s office in Ortigas or through iRemit branches. Alternatively, you can attend one of their free seminars and submit the documents there.
4. Fund your account. The final step is to deposit funds into your account to initiate trading activities. You can visit COL Financial’s office in person or use online banking methods for funding. Remember to complete this step within three months after submitting all the requirements to avoid having to re-submit everything.
For funding your COL Financial account, various options are available, including bank transfers from BDO, Metrobank, BPI, and AUB. Detailed instructions can be found on their website.
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