Account Opening

How to get started with investing?

How do I open a COL account?
 There are 3 Easy Steps to open a COL account: STEP 1. FILL Fill out COL Financial's account application forms & attach the requirements ne...
Thu, 6 Sep, 2018 at 11:29 AM
How to fill out COL's application forms?
COL's account application forms consist of 3 parts. Customer Account Information Form (CAIF) Individual Disclosure Form Online Securities Tradin...
Thu, 20 Sep, 2018 at 9:35 AM
Requirements Needed for Account Applicants
After filling out COL Financial's account opening forms, attach the following requirements based on your category. FILIPINO CITIZENS ...
Thu, 5 Nov, 2015 at 2:14 PM
What IDs are acceptable for account opening?
We would need a valid Philippine government issued ID with clear picture and signature. The validity date should be at least 3 months before its expiry date...
Fri, 14 Sep, 2018 at 10:49 AM
What do I do if I don't have a Philippine Tax Identification Number (TIN)?
All COL Financial applicants must have a Philippine Tax Identification Number (TIN) before their COL application can be approved. COL Financial has cons...
Mon, 25 Sep, 2017 at 12:52 PM
What if I do not have a local (Philippine) bank account?
If you do not have a bank account, you can indicate in this field "Will Pick-up Check in COL's Ortigas Business Center". This would mean that...
Fri, 14 Sep, 2018 at 10:44 AM
How and where do I submit my COL account application forms?
You may personally submit originally signed forms and clear ID documents to COL Financial or through iRemit branches. You may also send the originally ...
Tue, 4 Sep, 2018 at 9:12 AM
How do I get my 8-digit COL account number?
Your 8-digit COL account number is your subscriber or reference number whenever you will fund your COL account through our partner banks. It is also your us...
Wed, 21 Dec, 2016 at 1:58 PM
How do I fund my COL account?
Once you have your 8-digit COL account number, you can fund your COL account through any of the following options below. Kindly note that checks should be p...
Wed, 5 Sep, 2018 at 2:19 PM
How do I get my COL account login details/password?
To get your login details/password for your COL account, you would need to complete the account opening process. Account opening process to complete...
Tue, 11 Aug, 2015 at 9:29 PM