Published by MaHatma

Stock Trading is not for the faint hearted.
We don’t want to put you off of trading, but we feel that we must be upfront from the very start. We also want you to prepare yourself and think about your current status, especially your financial status before you proceed.
Stock trading will probably be one of the most important decisions you will have to make to distinguish yourself from 99% of the population. Not many engage in it. Mainly because not many people have that solid financial stability to do so. However, as times have changed, so do the way we think. In this technology-loving age, we have the capability to look for information online to help us be more aware of our options in life. Thus, the beginning of stock trading for everybody--anybody who is willing to put up time and effort to learn the industry and how it works, and anybody who no longer believes that saving alone can make them rich, move mountains for them and live a little bit more beyond what is expected of them.
This primer is especially for you. To cut the learning process short, we’re handing you your tools to learn the trade.
Happy learning… and investing, soon.

COL Financial prides itself by being the leading online broker in the country.
With over a hundred thousand clients and 55 billion in customer assets, COL
Financial leads the industry by sharing their expertise to the community through their online platform.
Investing used to be a rich man’s activity. But not anymore. The regular person who has painstakingly saved a few from salaries and other money-making ideas can easily do so. COL Financial has made starting really easy. In 5 easy steps, you can start and oversee your investments whenever you want to.
1. Choose an account type. COL Financial has three types of accounts depending on a lot of different factors. One factor is the capability of an individual to invest, another is aversion to risks, while another offers a whole gamut of features for an investor.
Initial investment of
PhP 5,000
Entry level account that’s suited for long term investing
Privileged to access basic research reports, standard market info, and end-of day charting data

Minimum investment of
PhP 25,000
Suited for active traders
Privileged to access streaming quotes, comprehensive research reports, live chart data with some customizable features.
Minimum investment of
PhP 1M
Suited for premier investor
Privileged to access all features given to Starters and Plus members plus a dedicated relationship manager to provide assistance.
2. Once you’ve figured out which account type you prefer, download the forms at the COL Financial website and proceed to fill it up completely.

2. Once you have submitted the necessary form, be prepared with other required documents. In some instances, there will be additional documents that you need to provide depending on your citizenship or objectives. Below is the list of requirements for your guidance. Be sure to check back on their website once in awhile for any changes made.
•Photocopy of one (1) valid government issued ID
Photo and signature must be clear
•Billing Statement - Recent, no later than 3 months past
•Photocopy of one (1) valid government issued ID
Photo and signature must be clear
•Alien Certificate of Registration (ACR) or Work Permit from DOLE
•Billing Statement - Recent, no later than 3 months past
•Authentication of a photocopy of one (1) valid passport
Photo and signature must be clear
•Proof of Income
•Billing Statement - Recent, no later than 3 months past
In cases of In-Trust-For Accounts or ITF, below are the necessary requirements.
• Photocopy of one (1) valid government issued ID of the parent
Photo and signature must be clear
• Birth Certificate of the minor applicant
• Duly-signed ITF Supplementary Agreement
• Billing Statement - Recent, no later than 3 months past
Once all forms have been completely filled up and you are ready with other documents, you can now submit this to COL Financial at their Business Center.
Note that they do not accept submissions through company EMS.

4. You’re on your way to becoming a savvy investor and earning! But of course, the next step is to fund your account. There are different was to fund you account.
Via Business Center
2403-B East Tower, PSE
Centre
Exchange Road, Ortigas
Center, Pasig City,
Philippines
Via Online Deposits
1.
BPI
2.
Banco de Oro
3.
4.
Metrobank
Asia United Bank
Via Bank Deposits. Check out some sample depost slips to guide you.
1.
BPI
2.
Banco de Oro
3.
Metrobank
4.
Asia United Bank
Via Overseas Remittance
1.
Banco de Oro
2.
iRemit
(www.imyiremit.com)

The Bank of the Philippine Islands is one of the most known banks in the
Philippines. It is said to be the very first bank in the Philippines. With that claim, you can be assured that they know what they are doing.
Opening an account with BPI Trade is probably the easiest among the other brokers. As long as you have a BPI Direct Account, you can breeze through applications online at https://www.bpitrade.com/ . Let’s take you through the process.

The Bank of the Philippine Islands is one of the most known banks in the
Philippines. It is said to be the very first bank in the Philippines. With that claim, you can be assured that they know what they are doing.
Opening an account with BPI Trade is probably the easiest among the other brokers. As long as you have a BPI Direct Account, you can breeze through applications online at https://www.bpitrade.com/ . Let’s take you through the process.

Opening and funding an account with BPItrade is as easy as 1,2,3.
1. On the BPItrade website https://www.bpitrade.com/ , click Open an
Account. You will then be taken to a Terms & Conditions page to which you need to carefully read and fully understand before clicking on “I
Agree”.

Opening and funding an account with BPItrade is as easy as 1,2,3.
2. You will need to fill up both Online and BPI Direct Savings Bank forms .
3. You will then be taken to FATCA Questionnaire to which you will need to answer fully. Watch out for asterisk-marked questions. These are required and cannot be skipped. For US citizens, you will need to download the IRS Form W-9 and fill it up. For Non-US Persons with US
Indicia, download and fill up IRS Form W-8BEN .
After filling up the forms, print and prepare your signature card .

Once you have compiled all necessary documents, ensure that you have a valid, unexpired IDs to present to any BPI or BPI Family Bank branch.
We would like to remind you that you need to be an existing BPI account holder for your application to be processed.
4. You will need to submit all documents to any BPI or BPI Family branch because all signing will have to be witnessed by a Branch
Officer. This is so they can verify or compare your signatures.
5. BPI will then submit all of your documents to the BPI Securities
Corporation. All you need to do is sit and wait.
WARNING! This isn’t the time to send your funds, so sit back, relax and wait for BPI’s call on how to fund your account.

The Metropolitan Trust and Bank Company or Metrobank is one of the most trusted banks in the Philippines. Don’t be surprised that they also have their own online trading platform for investing. You can’t go wrong with Metrobank, as it says in their tagline, “You’re in good hands, with
Metrobank.”

True to its objective, First Metro Sec’s online trading platform is really an online step by step procedure. Opening an account should be a breeze.
1. On their website, https://www.firstmetrosec.com.ph/login.asp
, once you click on Open an Account, you will be taken to another page which will summarize what you need to do. It will then take you to another page to start the process.

1. On their website, https://www.firstmetrosec.com.ph/login.asp
, once you click on Open an Account, you will be taken to another page which will summarize what you need to do. It will then take you to another page to start the process.
2. Make sure that you have your additional documents ready, scanned for submission online or offline.

3. Print and fill up necessary forms as stated by First Metro Sec, then you will be instructed to send these documents to a designated location.
3. Once done, all you need to do is wait for First Metro Sec’s call regarding your account.
And again,

Stock trading is for those who have patience and have the tenacity to further study, then stock trading is for you. However, it takes more than attitude, although we must admit that attitude will play a great role in this type of investing. Trading takes a lot of assessing everything about yourself, how you perceive money, your current financial status at the moment and so much more. Know as well that your decision to engage in stock trading will also depend on your knowledge of the market, and that bearish or bullish, you’ll have a strategy to know when these things happen.
There is so much more to learn and yet aside from earning, you might find that stock trading will also be very exciting. However, these things should not put you off of trading. In fact, it should only fuel your objectives to view how you handle money, investment, savings and even your priorities in life.
A Publication of ABC Company