How to open an online stock trading account in Citiseconline (COL Financial)


Opening an online stock trading account in Citiseconline is very simple and as easy as opening a regular bank account.

I emailed COL personally to check how to do that, and below is the detailed response showing the steps in opening an online stock trading account if you choose COL as your stockbroker.
If you’re really just a beginner in the Philippine Stock Market, and want be an investor with COL as you’re chosen partner, then just read below and you’ll learn a lot on what an online stock trading account can do to you as an aspiring investor in the Philippine Stock Market. It will also guide you on the step-by-step procedure of opening an online trading account with them and some next actions you can do as a new investor.

You’ll also find in the end a link to the webinar (seminar in the web) that may help you understand more on the COL Financial company, some introduction to Philippine Stock Market, and a highlight of Peso-Cost Averaging strategy.

Grab now and share to your friends!
Have fun investing!

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Good Day!
Thank you very much for your interest in COL services.
To give you a brief background, online trading can give you the convenience of accessing your account through the internet wherever and whenever you want. It affords investors like you a level of independence and control not previously experienced through traditional or offline trading. You can pick and choose stocks online that meet your personal financial goals. You can buy and sell your stocks, access your financial portfolio, and read recommendations on which is good (or not) to buy all at the touch of a mouse.

As a COL customer, you will be able to benefit more from every trade with access to our superior online tools and functionalities with the lowest allowable commission rate in the industry at only 0.25% of the transaction value. We offer a host of online trading and information services, among which are:
· Automated order placement and execution via the internet
· Access to live quotes and other market statistics
· Online portfolio tracker
· Research materials and market commentaries
· Price charting program and Ticker system display
· The Virtual Tycoon - a simulated stock trading environment


On top of that, you can get customer support by calling 6-515-888 or writing to helpdesk@colfinancial.com. And in cases wherein you have no access to the computer/internet, you may ask us to place an order for you. Please note however that broker-assisted calls are charged 0.5% for commission and not 0.25%. Other charges will remain the same.

Regarding your inquiry, here are the requirements needed to open an account and if you feel like you are ready to start your investment plans, all you have to do is open an account with us in just 3 simple steps:
STEP
ACTIONS
DETAILS
1
Fill out the necessary forms and submit it to CitisecOnline business center. · Customer Account Information Form (CAIF)
· Online Securities Trading Agreement (OSTA)
· Signature Cards (2)
2
Submit a photocopy of (1) valid ID issued by the Philippine Government Any of these : (kindly sign twice the clear copy)
· Driver’s License 
· PRC ID
· Passport with signature portion 
· Postal ID
· SSS ID
· Voter's ID
· Company Id with Birth Certificate
*
For non-appearance: 
* Proof billing under your  name or parents name would be needed (APRIL/MAY Bill)
(Note: Address on the Signature Cards, OSTA and presented bill should be consist)
Any of these: ( LATEST BILL )
· Utility Bill
· Credit Card bill
· Bank Statement
3
Fund your account
Minimum of P5,000 for EIP
Minimum of P25,000 for Regular
Funding Options
· Online Banking via Merchant Payment
a. Banco de Oro – www.mybdo.com.ph
b. Bank of the Philippine Islands –www.bpiexpressonline.com
c. Metrobank – www.metrobankdirect.com

· Over-the-Counter via Merchant Payment
a. Banco de Oro
b. Bank of the Philippine Islands
c. Metrobank
*For more details regarding the funding options – visit our online FAQs at (www.citiseconline.com) or email us so that we guide you through this process.

For the submission of the application form, it is a mandate from SEC that all forms must be original and signed.

Requirements such as the billing statements can be scanned sent via email however for application forms, they are treated as contracts between the investor and the stockbrokerage firm therefore we would really need the signed hard copy. The good thing is that this is a one-time procedure for account opening, the rest of your transactions can be online or via banks for your deposits.

Our office address is:
C/O Sheryll Zulueta
COL FINANCIAL GROUP, Inc.
2403-B East Tower Phil. Stock Exchange Center
Ortigas Center, Pasig City
To open an Easy Investment Program account the minimum initial deposit is P5, 000 and a Regular account has a minimum of P25, 000. There is no transaction fee in opening an account. 100% of your deposits will be credited to your account for your investments.

If you want to learn more,  here's the link to the online web seminar "BASIC STOCK MARKET INVESTING WITH THE COL EASY INVESTMENT PROGRAM".
A soft launch of the first COL online investment seminar that includes the following topics:
- Finding Your Financial Goal
- The Value of Savings
- Introduction to Investing
- What is the Stock Market
- The Investment Method of Peso Cost Averaging
- CitisecOnline and the COL Easy Investment Program

This is the link:
http://www.citiseconline.com.ph/webseminar/
To help you get started with COL EIP, please visit the link: http://www.youtube.com/user/COLCitisecOnline for the COL EIP virtual walkthrough.

You may also check our FAQs section under HOME>FAQs>COL Easy Investment Program FAQs for more details on EIP.
Here is our link on youtube on how to buy and sell online.  
I look forward to hearing from you.
 For any questions that you may have, you can email me anytime, I will be more than happy to assist you. 
Thank you and have a great day!
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