{"id":37403,"date":"2016-03-04T14:52:36","date_gmt":"2016-03-04T14:52:36","guid":{"rendered":"http:\/\/www.pinoy-ofw.com\/pinas\/?p=37403"},"modified":"2024-07-25T19:07:43","modified_gmt":"2024-07-25T09:07:43","slug":"investment-account-col-financial","status":"publish","type":"post","link":"https:\/\/www.pinoy-ofw.com\/pinas\/37403-investment-account-col-financial.html","title":{"rendered":"How to Open a Stock Investment Account at COL Financial"},"content":{"rendered":"

Overview<\/strong><\/p>\n

Once you decide you would like to invest in stock market, you may or may not know yet that you need to have a broker or agent which will facilitate your investment on stocks of\u00a0your preferred companies.<\/p>\n

Before you proceed: How to trade stocks in the Philippines<\/a><\/strong><\/p>\n

Agents or brokers provide a number of advantages such as offering you\u00a0guidelines on the health of a company, whether it’s advisable to invest there or not. They also make it very convenient for you to place your orders as many of whom provide online platform where you can manage your stock portfolio, buy or sell stocks. In return for the services, these stock brokers charge a certain fee for every transaction, usually a flat fee or a percentage of the transaction amount.<\/p>\n

There are many stock brokers around — many of whom are closely related to banking and finance companies. But for this tutorial, you’ll learn how to open a stock investment account at COL Financial.<\/p>\n

There are 3 Account Types at COL Financial:<\/em><\/p>\n

COL<\/strong> Starter<\/strong>\u00a0(P5,000 or above) \u2013 This is an entry-level account suitable for long term investing and requires the minimum investment amount. This account type provides access to basic research reports (company earnings and other fundamentals), standard market information, and end-of-day charting data.<\/p>\n

COL<\/strong> Plus<\/strong>\u00a0(P25,000 or above) \u2013 This type of account allows traders\/investors to allocate funds for the\u00a0short term, medium term or long term. It provides streaming quotes (real-time transaction of stocks indicating the transacting agents, volume of trade and price), comprehensive research reports and live chart data with some customizable features. If you would like to do technical research about certain stocks, this account type also offers the necessary tools needed. In addition to all features found in COL Starter, COL Plus also has streaming data over your quote page, watch list (stocks you wish to monitor), an expanded 6-pack, and\u00a0charts\u00a0with live data. You can also schedule a\u00a0purchase\u00a0your preferred stocks using\u00a0COL\u2019s Easy Investment Program.<\/p>\n

COL<\/strong> Premium<\/strong>\u00a0(P1 million or above) \u2013 This account type has all the features of COL Plus. But it also includes a\u00a0personal relationship manager dedicated to assist you in your investment journey.
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How to Open a Stock Investment Account at COL Financial<\/strong><\/p>\n

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  1. Download Application Forms (Click here<\/a>)<\/strong>\"colf-account\"<\/li>\n
  2. Print and fill out the forms<\/strong>\n