Tutorial: How to Open a COL Financial Account

Last time, I shared about a tutorial on How To Pick Stocks to Buy Using the SAM Table and I mentioned something about COL Financial:

Kunyari meron ka ng account sa COL Financial (kailangan mo kasi ng stock broker para makabili ng shares of companies sa stock market). …

Ang COL Financial ay isang online stock broker. Marami pang online stock brokers, pero sa eksenang ito, COL Financial ang gagamitin natin.

At best, mag-open ka na muna ng COL Financial account or any online stock broker account, then mag-subscribe ka sa  Truly Rich Club. Kasi hindi mo ma-ma-maximize ang membership mo sa TRC kung wala kang stock broker.

jun 25 - col

Kaunting Disclaimer

Ituturo ko lang po dito ang steps papano mag-open ng account sa COL. Hindi ko po ituturo paano bumili ng stocks–ibang tutorial po iyon 🙂

Hindi po ako licensed stock broker. Account holder lang po ako ng COL kaya may nalalaman po ako ng kaunti sa mga proseso nila paano mag-open ng account.

Marami na rin po nagtanong sa akin before kaya sa kakatulong sa kanila, medyo nakabisado ko na ang steps.

Wala pong application fee ang pag-open ng account ng COL. Ang gagastusin niyo ay yung courier service para ipadala ang hardcopy forms.

Kailangan po ay hardcopy ng forms ang ipapadala kasi they need your original signatures. They need it because pinapa-notarize po nila iyan.

The complete steps are found in this link:

https://www.colfinancial.com/ape/Final2/home/open_an_account.asp

Please check there too just to be sure na you have the latest version of the forms.

jul 7 - open col

The images I got from colfinancial.com or Google Images 🙂

Let’s Start.

Step 1. Download the latest forms.

Link: https://www.colfinancial.com/ape/Final2/home/pdfs/Individual%20Forms%20complete.pdf

If this link does not work, go to colfinancial.com and click ‘Open an Account’ just like in the image above.

Then go down to # 2 and click “DOWNLOAD ALL FORMS ››

Jul 7 - download

Step 2. PRINT the forms.

Step 3. FILL OUT the forms. Preferably, yun lang pong PRIMARY ACCOUNT HOLDER column.

jul 7 - form 1

Pwede rin naman na may Secondary Account Holder, kaso may disadvantage ito kapag single ka pa.

Step 4. PREPARE additional requirements

jul 7 - addl req

ITFs are for opening a COL Account for your kids 🙂

Note: Kunyari nasa Pilipinas ka naman at malapit sa iyo ang Ortigas. Pwede ka pumunta sa tanggapan ng COL Financial at doon mag open ng account. Ang kagandahan nito ay di ka na required mag-submit ng Billing Statement (kasi may ebidensya na na totoo kang tao! 🙂 ). You will see their address below.

You still need to bring 1 valid ID.

Pwede na rin na doon ka mag-fund or magbayad ng initial deposit mo na minimum of P5,000

Nandun ka na kasi e, lubus-lubusin mo na…

Step 5. SCAN the filled out forms and the additional requirements

Step 6. SEND the scan to helpdesk@colfinancial.com first for checking.

Why?

Meron kasi akong mga kaibigan na OFW tapos nag send ng forms sa COL. Kaso may mga mali pala na entries, or kulang ang laman, or hindi na updated ang form kaya ayun…

Sinabihan sila ng COL na magpadala ulit ng newly filled out forms.

Sad 😦

Sayang ang pera sa unang padala ng documents.

Kapag pina-check niyo muna ito sa kanila, masasabi na agad nila kung ano ang mali o kulang.

Okay?

jul 7 - ok

Step 7. SUBMIT the forms and requirements

Kapag nag-OK na sa email si COL at wala na raw mali or kulang sa iyong forms, pwede mo na ito ipadala!

Send via courier to COL Business Center in the address below.

jul 7 - submit

Now you can wait 🙂

jul 7 - relax

 

Kapag mabilis, mga 3 days lang may email na ang COL sa iyo. Sasabihin nila pwede mo na i-fund ang account mo.

Kapag overseas naman, wait for until 4 to 5 days.

Kapag 6 (working days) na at wala pa ring email, mag-email ka na ng follow up sa helpdesk@colfinancial.com

Pwede ka mangulit 🙂

Now kunyari meron ng email. Sasabihin ay, “You can now fund your account.”

 

Step 8. FUND your account

jul 7 - fund1

jul 7 - fund2

Yan lang po ang mga banks na pwede.

Sa email, magbibigay rin sila ng instructions. Minimum investment amount is P 5,000.00

Once na na-receive na nila ang inyong cash, bibigyan ka na nila ng Username and Password.

Then, you can start buying shares na!!!

Ansaya no?

jun 25 - excited

Ganun lang siya ka-simple.

Mas mahirap pa mag-gantsilyo!

jul 7 - gantsilyo

 

P.S. 1. Know more about the Truly Rich Club and get your 11 Truly Rich Club Blessings! Click here. You can also download “My Maid Invests in the Stock Market” for free.

P.S. 2. We have a once-a-month orientation called Truly Rich Club Quickstart for those who want to have an introduction to stock market investing. It happens every 1st Sunday of the month. To know more, go here.

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