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Account-Opening Process

Open an account with COL Financial and get yourself ready to start investing in stocks and mutual funds!

1. Ready your requirements


Click here to learn how to apply for a TIN
  • 1 valid government-issued ID
  • Tax Identification Number (TIN)
    for locally employed, self-employed, & foreign citizens
Additional requirements (if applicable):
  • For non-resident foreign applicants: 1 valid passport
  • For resident foreign applicants: 1 valid passport and
    Alien Certificate of Registration (ACR) or Work Permit from DOLE

2. Sign up and submit

Choose an option below:

OPTION 1: ONLINE Express!         

  • Submit all requirements online
  • Express account activation after funding

OPTION 2: PRINT, Fill & Send
(3-5 business days after we receive forms)
     
  • Download, print, and fill out all forms - Click here to downloads forms
  • Submit original signed forms to COL Business Center or any COL Investor Center
Note: All incomplete and unfunded applications will expire after 3 months.

3. Fund your account

Four ways to fund your COL account

OPTION 1: ONLINE BILLS PAYMENT

OPTION 2: OVER-THE-COUNTER BILLS PAYMENT

OPTION 3: COL BUSINESS CENTER

   
  • 2403-B East Tower, PSE Centre, Exchange Road, Ortigas Center, Pasig City, Philippines 1605
OPTION 4: OVERSEAS REMITTANCE

More than just a portal for you to trade, COL Financial is a partner fully committed to help you invest wisely in the stock market. By working with us, you gain immediate access to everything you need to help you succeed.

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