How to Open COL Financial Account 2024: 5 Easy Steps

With the rise of online trading, investing in the stock has never been easy. In this post, I will teach you how to open a COL Financial account. But be warned, you should have the right mindset before you invest in the stock market.

In this post, I will show you how to get started in online stock trading through one of the most acclaimed stock market brokers in the Philippines: COL Financial. This is the most stable online stock market trading platform in the Philippines.

Table of Contents

I am not connected with COLFinancial nor an affiliate of this website. I am just recommending something that I use so that I can provide valuable information based on experience, not from anyone else.

Here’s the step-by-step guide on opening your COLFinancial account.

How to Open COL Financial Account

Are you ready to start investing in the stock market? If you are, then follow these steps to open a COL Financial account.

Step 1: Choose your account type

They have 3 options.

  • COL Starter – entry-level account. Minimum investment Php 1,000
  • COL Plus – for active traders. Minimum investment Php 25,000
  • COL Premium – for the premier investor. Minimum investment Php 1,000,000

Here’s the comparison table of three accounts from COLFinancial’s website.

COLFinancial Account Types

Step 2: Download and fill out the Application Forms

Download the application forms. You must have an Adobe Reader installed on your computer to read the PDF files. Else, download Adobe Reader.

Step 3: Prepare the additional requirements

Here’s the list of requirements posted on their website.

colfinancial_requirements

Step 4: Submit forms and requirements

Submit Requirements

You may personally submit or deliver to any of their five business centers in the country. Here are the addresses. If you prefer to have it delivered via courier, please use a white mailing envelope and not packaging boxes/manila envelopes. Packaging boxes might incur additional charges.

Luzon (Metro Manila)

COL Business Center
2403B East Tower, PSE Centre,
Exchange Road, Ortigas Center,
Pasig City 1605, Philippines
+632 8651 5888

COL Investor Center – Makati
Ground Floor, Citibank Tower,
Valero Corner, Villar Streets,
Makati City 1227, Philippines

North Luzon

COL Investor Center – Ilocos
Level 2, Unit 242 Robinsons Place
Ilocos Expansion Mall,
Brgy. 1, San Nicolas 2901, Ilocos Norte
+6377 677 3442
+6377 677 3443
+6377 677 3445

Visayas

COL Investor Center – Cebu
Unit B205 Axis Entertainment Ave.,
Vibo Place, N. Escario St.,
Cebu City 6000, Philippines
+6332 261 8601
+6332 261 8615
+6332 261 8624

Mindanao

COL Investor Center – Davao
2nd Floor Robinsons Cybergate,
J.P. Laurel Ave., Bajada,
Davao City 8000, Philippines
+6382 287 8192 to 94

Step 5: Fund your account

Fund Your Account

You may choose the following options:

Online Bills Payment

Over the Counter

COL Business Center

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

Overseas Remittance

Once your account is funded, your COL username and password will be emailed to you in 24 hours! You can start investing in the stock market.

If you want a test drive first, you can register a 7-day DEMO account. If in case you have any concerns, you can contact COLFinancial directly through the following:

Hotline: +632 8651 5888
Email: helpdesk@colfinancial.com

Conclusion

Years ago, stock market investing was only available to elite investors. Now, anyone can invest in the stock market. Anyone can achieve profitable returns with a proper mindset and drive to learn.

Have you opened a COL Financial account already? Have you encountered any trouble during account registration? Or do you have other recommended platforms for online stock trading? If yes, please let me know so I can try it.

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5 thoughts on “How to Open COL Financial Account 2024: 5 Easy Steps”

  1. Athena, it is not required to do it monthly but the minimum that you can deposit is Php 1,000. If you deposit below P1,000, a service charge applies.

    Reply
  2. meron po b rules if gusto mo n bawiin shares mo if di kumikita & pede mo ba encash earnings if ayaw mo ibili pa ng stock? tnk u

    Reply
  3. No rules. You can buy or sell shares and you can withdraw your outstanding balance absolutely ANYTIME.

    But you can only withdraw your investment once you sell your shares.

    As an example, I sold my San Miguel (SMC) shares last time and withdrawn the money I earned from it :)

    Reply

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