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How to Open a COL Financial ( Citiseconline ) Account?

Lemuel January 19, 2013 COL Financial

If you are wondering how to open a COL Financial ( formerly known as Citiseconline ) account, then you are reading the right post. I am sure you already heard about COL Financial, if not then I will briefly introduce them to you.

COL Financial, formerly known as Citiseconline, is the no. 1 Online Stockbroker in the Philippines. Checkout their website for more information about them.

I have been using COL Financial (Citiseconline) for the past three years and I am very happy with my experience. It is very easy to manage your account using their online platform.

A friend of mine introduces them to me in 2010 and until now I keep on investing for my children’s future.

How to open a COL Financial ( citiseconline ) account?

1. Download and fill-up the forms

Customer Account Information Form
Online Securities Trade Agreement
Signature Cards

Updates: PLEASE DOWNLOAD THE FORMS HERE!

2. Requirements

(1) Photocopy or scanned-copy of a government-issued Valid ID (like SSS ID, passport,driver’s license, senior citizen id, voter’s ID) – photo and signature of the ID should be clear.

(1) Latest billing statement (utility bill, credit card statement, etc.) – name, address and date must be present in the statement.

3. Submit the forms

Put it in an envelope and send the forms and documents to:

LHIZ BELENCION
COL Business Center
2403B East Tower, Philippine Stock Exchange Center Exchange Road, Ortigas Center, Pasig City 1605 Philippines
(+632) 6 515 888

How to open a COL Financial ( citiseconline ) account for OFW?

For Overseas Filipino Workers (OFW) you can open a COL Financial (Citiseconline) account too. Email [email protected] and [email protected] so that they can assist you on how to open a col financial account.

You can copy this template that I used when I inquired about the opening of COL Financial account in 2010.

Dear Ms. Lhiz,

Good Day!

I am interested to open a COL Financial account. I am an OFW currently based here in Singapore. I heard from my good friend “PinoyandMoney.com” that you are the no. 1 online broker in the Philippines.

The type of account that I would like to open is the EIP, which is suitable for me because I want to invest long term.

Hope to hear from you soon!

Thank you!

Best Regards,
Your Name

One of my OFW friends opened a COL Financial account last week and he also emailed Lhiz.

How to open a citiseconline account is easy to follow. After a week you can start investing to the best companies of the Philippines.

P.S.

Combining COL Financial EIP program and Bo Sanchez Truly Rich Club will give you peace of mind because of COL Financial powerful online platform and Bo Sanchez advise on where to invest your money. Start investing now and join me in this journey of being Truly Rich.

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  1. Why Peso Cost Averaging is your bestfriend? | PINOY AND MONEY says:
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  2. How to fund your COL Financial account? | PINOY AND MONEY says:
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