Categories
Finance

How to Open Philstock Account

Are you interested in the world of stock market investing in the Philippines?

Whether you’re looking to invest in blue-chip stocks or trade in the stock market. Philstock is a trusted and reputable online trading platform that offers a seamless and user-friendly experience for investors of all levels.

We’ll help you how to open a stock market account and start your journey as an investor.

How to Open Philstock Account

  1. Go to Philstock registration page.

2. Check and prepare your requirements.

  • a. Email address and phone number for verification
  • b. A copy of at least two (2) valid IDs
  • c. A clear photo of yourself while holding your valid ID.

3. Read and agree to the Terms and Conditions.

4. Select which type of account you would like to open with: Individual Account or Joint Account.

5. Get your reference number and wait for an SMS or Email Notification.

6. Fill out the online registration form:

Contact Information

Source of Income

Investment Profile

Bank Details

7. Upload your Valid ID and take a selfie for verification.

  • You will need to upload a clear copy of your valid ID and a “selfie” to verify your identity.
  • Take a photo of the front and back portion.
  • Capture the image from above, with your ID on a flat surface. Ensure all four corners of your ID are showing.
  • Upload a blank paper with one (1) specimen signature for signature
    verification.

Please see the document/s required below for your reference:

List of Primary ID that are accepted by Philstock

  • Philippine Passport
  • Philippine Driver’s
  • License
  • Professional Regulatory Commission (PRC) Card
  • Postal ID
  • Armed Forces of the Philippines ID
  • Social Security System

List of Secondary ID that are accepted by Philstock

  • Overseas Filipino Worker ID
  • OWWA ID
  • Seaman’s Book
  • Senior Citizen Card
  • Voter’s ID
  • Company Employment ID
  • PAGIBIG ID

8. Fund your account as a requirement to activate it.

By opening a Philstock account, you gain access to a reputable and trusted brokerage firm that offers a user-friendly platform, a variety of investment products, and valuable research tools to help you make informed investment decisions.

Remember to conduct thorough research, seek professional advice if needed, and make informed investment decisions based on your financial goals and risk tolerance.

Categories
Finance

How to Open First Metro Sec Account

Investing in the stock market and other financial instruments can be a rewarding and fulfilling in your finances.

Whether you are a beginner looking to dip your toes into the world of investing or a seasoned investor seeking a reliable brokerage partner, First Metro Securities offers a comprehensive suite of services and investment options to suit your needs. As one of the leading brokerage firms in the Philippines, First Metro Securities provides a seamless and user-friendly platform for individuals to start their investment journey. 

How to Open First Metro Account

1. Go to the First Metro Securities website.

2. Choose “Open an Account” and it will go to the registration page. If you already have a Metrobank account it would easier to open and fund for First Metro Securities.

3. Fill out the online application form with the necessary information. This typically includes personal details such as your name, contact information, and identification details.

4. Prepare the required documents to complete the account opening process. This usually includes a valid government-issued ID, proof of billing or residence, and a Tax Identification Number (TIN). Ensure that your documents are valid and up to date.

5. Once you have filled out the online application form and prepared the required documents, submit your application online. 

6. After submitting your application, First Metro Securities will review your information and documents for verification. This process may take a few business days. You may receive email updates regarding the status of your application.

7. Once your account is approved, you will receive instructions on how to fund your First Metro account. Follow the provided instructions to transfer funds from your bank account to your First Metro Securities account.

8. With your First Metro account funded, you can now start exploring the investment options available to you. 

Opening a First Metro account allows you to take advantage of the expertise and resources provided by one of the leading brokerage firms in the Philippines. You can navigate the complexities of the investment landscape with confidence. 

Remember to conduct thorough research, seek professional advice if needed, and make informed investment decisions based on your financial goals and risk tolerance.

Categories
Finance

How to Open COL Financial Account

Are you interested in investing in the stock market and taking control of your financial future?

Opening a stock market account is a crucial first step towards achieving your investment goals. COL Financial is one of the leading brokerage firms in the Philippines, providing a user-friendly platform for individuals to buy and sell stocks, mutual funds, and other investment instruments.

We will guide you through the process of opening a COL Financial account, equipping you with the knowledge and confidence to embark on your investing journey.

How to Open COL Financial Account

  1. Go to COL Financial website.

To begin the account opening process, go to the official website of COL Financial. Look for the “Open a COL Account online” button, which will redirect you to the account registration page.

2. Read the guidliness of COL Financial of the account opening process.

3. Proceed with the online application form.

Fill out the online application form with accurate personal information, including your name, contact details, and employment information. Make sure to provide all the required information and double-check for any errors before proceeding.

4. Submit the necessary document.

Prepare the required documents for account verification. This includes a valid government-issued ID, TIN and proof of address. Scan or take clear photos of these documents and upload them securely on the COL Financial website.

5. Set up your funding source.

Once your account application is approved, you need to set up your funding source. This is where you link your bank account to your COL Financial account for easy fund transfers. Follow the instructions provided by COL Financial to complete this process.

6. Fund your account.

After setting up your funding source, it’s time to fund your COL Financial account. Transfer funds from your linked bank account to your COL Financial account through the designated channels. Ensure that you follow the instructions provided to avoid any delays or issues.


Once your account is funded, you are ready to start trading! Log in to your COL Financial account using your username and password.

Remember to conduct thorough research, seek professional advice if needed, and make informed investment decisions based on your financial goals and risk tolerance.

Categories
Finance

How to Open BDO Securities Account

Are you eager to dive into the world of stock market trading and investment? Look no further than BDO Securities. If you already have an existing BDO account this is the ideal platform to kickstart your journey towards financial growth.

How to Open BDO Securities Account

1. Go to the official website of BDO Securities and select “Create an Account” button.

2. Click the sign up and it direct you to log in your BDO Online Banking credentials.

3. Enter your BDO user ID and password.

4. Complete the online application form Fill out the online application form with accurate and up-to-date information. Provide your personal details, contact information, and financial information as required.

5. Upload the required documents scan or take clear photos of the following:

  • Valid government-issued ID (e.g., passport, driver’s license, or postal ID)
  • Proof of billing address (e.g., utility bill, credit card statement, or bank statement)
  • TIN (Tax Identification Number)

6. Review and submit your application Review all the information you have provided in the application form.

7. Wait for verification and approval BDO Securities will verify the information provided and review your application.

8. Start trading After funding your account, you can access the BDO Securities trading platform and start exploring the available investment options.

Remember to conduct thorough research, seek professional advice if needed, and make informed investment decisions based on your financial goals and risk tolerance.

Categories
Finance

How to Open BPI Trade Account

Do you have BPI account and interested to open a stock market account?

Opening a BPI Trade account is a convenient way to start your investment journey in the Philippines. BPI Trade is an online trading platform provided by BPI Securities Corporation allowing you to buy and sell stocks. By opening a BPI Trade account, you will have access to a reliable and user-friendly online trading platform.

We will guide you through the steps to open a BPI Trade account and begin your investing journey.

How to Open BPI Trade Account

  1. Start by visiting the official BPI Trade website.
  2. Select “Open an Account” and it will direct you the a page confirming if you have a BPI account.

3. Log in your BPI account user and password

4. Fill out and complete the BPI Trade Client Account Information Form. Fill out the forms accurately and provide all the required information. 

5. Review the requirements. These typically include a BPI savings or checking account, a Tax Identification Number (TIN), a valid government-issued ID, and proof of billing or residence. Ensure that you have these documents ready.

6. Once you have completed the application forms and prepared the supporting documents, submit your application and other requirements to BPI Trade to [email protected]

7. You can print out and also submit the form and other requirements to any BPI Branch near you or personally visit the BPI Securities Office

Main Office: 23rd Floor, Ayala Triangle Gardens Tower 2, Paseo De Roxas Cor. Makati Avenue, Makati City Philippines 1226

8. Wait for verification and approval. BPI Trade will review your application and documents for verification. This process may take a few business days. You may receive email updates regarding the status of your application.

9. Once your application is approved, BPI Trade will provide you with your account details and instructions for account activation. Follow the provided instructions to activate your BPI Trade account and set your login credentials.

10. After activating your account, you can fund your BPI Trade account by transferring funds from your BPI savings or checking account. BPI Trade provides instructions on how to fund your account through their online platform or over-the-counter options.

Congratulations! You have successfully learned how to open a BPI Trade account and take your first step into the exciting world of investing.

Remember to conduct thorough research, seek professional advice if needed, and make informed investment decisions based on your financial goals and risk tolerance.