How To Open An Online Stock Trading Account In COL Financial

​You are never too old to set another goal or to dream a new dream.

So you want to invest in the Philippine Stock Market using COL Financial Account but the problem is you don't know how to start and how to register a trading account. Don't worry, here are the details on how to open a trading account from COL Financial (formerly Citiseconline).

First You Need To Choose Your Account Type

• ​​COL Starter

- Minimum Investment: Php 1,000
- 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: Php 25,000
- For active traders. Provides streaming quotes, comprehensive research reports and live chart data with some customizable features.
​

• COL Premium

- Minimum Investment: Php 1,000,000
- For the premier investor. Provides access to all available features and a personal relationship manager dedicated to assist you. 

source: www.colfinancial.com

And Then, Fill Out The Application Forms

• ​Download Application Forms

​
- Download and print out the 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.

*Please note that applications submitted and not funded within 3-months will require one to re-apply with new forms and IDs.
Note: Tax Identification Number (TIN) is required. 
Download All Forms

​Prepare Additional Requirements

• For Filipino Citizens

- Photocopy of one (1) valid government issued ID (Photo and signature must be clear)
1. Driver’s License
2. PRC ID
3. Passport with signature portion/Visa
4. Postal ID
5. SSS ID
6. Voter’s ID
7. Company ID with Birth Certificate
​

• 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

• For Non-Resident Foreign Citizens

- Authentication of a photocopy of one (1) valid passport (Photo and signature must be clear)

• 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

​Then Submit Forms and Requirements

You may personally submit the signed forms and valid ID documents to COL Financial or through iRemit branches.

You may also send the originally signed forms with the requirements to COL Business Center.

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

(+632) 651 5888

​COL Investor Center - Cebu
Unit B205 Axis Entertainment Ave,
Vibo Place, N. Escario St. 
Cebu City, Philippines

(+6332)261-8601
(+6332)261-8615
(+6332)261-8624

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 - Ilocos
Level 2, Unit 242 Robinsons Place Ilocos Expansion Mall,
Brgy. 1, San Nicolas, Ilocos Norte 
​
(+6377)677-3445
(+6377)677-3443
(+6377)677-3442

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
Monday to Friday: 8:30 am to 5:30 pm

​Fund Your Account

Visit my blog entry here on How To Fund Your COL Financial Account
​​
Congratulations! Happy Investing!