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Open an Account

PERSONAL ACCOUNTS



CORPORATE ACCOUNTS ››



Contact Us

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
  • 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.

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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Tel: (632) 6-515-888 | Fax: (632) 636 3512 | or Email us