How to Open & Fund a COL Financial Account while Abroad

Photo credit: google images 

Wow! I can't believe it I'm now investing in the stock market through my broker Col Financial Group Inc. and also through the guidance of Bo.Sanchez Truly Rich Club. I'm doing it while I'm working here in abroad. 

Hi! "kabayan" Do you also want to become an investor and to be a part owner of the publicly listed company in the Philippine Stock Exchange (PSE)? I will share with you on how to open a COL Financial Account and How to fund it while working Abroad. First, I will discuss what exactly I do to have a COL Financial Account and start investing in the Stock Market while I'm working here in abroad.

Photo credit: google images

• Click this CAIF Form print the application form.
• Get statement account from your bank here in abroad for at least 3 months better make it 6 months just like I did.
• Fill up the CAIF Form you print for primary account holder side unless you want to have a joint account you need to fill up also the secondary account holder.
• Take note that address should be the same as the address in your statement of account (see sample below).     

• Scan your two valid ID's in the Philippines (SSS ID, PRC ID, Drivers License ID, Comelec voter's ID) it should be clear and enlarge.
• Sign the scan copy of your ID's twice.
• After you finish all the above steps scan the CAIF Form you fill up, scan your bank statement of account and scan your two valid ID's that you have signed twice.
• Last, e-mail all that forms to Helpdesk@colfinancial.com allow them 1-2 days to check and review. If you recieve email from them that all information is complete you can now send all the document that you scan to their office through LBC, Fedex or any courier available in your country abroad. 

After you send all the requirements wait for their email to give your Col Account No. and instruction on how to fund your account.

There are four ways on how to fund your account:

1. Online bills payments

• Bank of the Philippine Islands (BPI)
  Download instructions here ››
• Banco de Oro (BDO)
  Download instructions here ››
• Metrobank
  Download instructions here ››

2. Over the counter bills payment

• Bank of the Philippine Islands (BPI)
  View sample payment slip ››
• Banco de Oro (BDO)
  View sample payment slip ››
• Metrobank
  View sample payment slip ››

3. Overseas remittance

• Banco de Oro (BDO)
  Download instructions here ››

4. Direct payment to COL Financial Office

• 2403-B East Tower, PSE Centre
  Exchange Road, Ortigas Center,
  Pasig City, Philippines 1605

Now, I share with you the method I use to fund my account. For us, as an OFW it is very helpful that we have an access online through BDO, Metro Bank, BPI account so that we can fund the account online and to save on any bank charges. I use online bill payment through BDO.

Here are the steps how I enroll & fund my COL Financial account through online bill payment via BDO:

• After you receive an email from helpdesk@colfinancial.com giving your Col Account No. log on to my BDO. 
• Go to enrollment services, scroll down click the company biller then click enroll. (see sample below)

• Under company/biller name scroll & search for COL Financial Group, Inc. then click.

• Write your Subscriber No. (Note: Your subscriber no. is your COL Account No. from the official email you received from helpdesk@colfinancial.com enter only the no. without the dash sign. see sample above) 
• Complete the registration input your name, preferred nickname (optional if you have) and under select channels check the box online banking then submit. You will see confirmation saying "You have successfully added your company/biller". 

Congratulation! you have now added COL Financial Group, Inc. to your BDO online bill payment. After that, here is how to fund your account.

• Click the pay bills icon on  My Quick Links on the side.

• Click on company biller,  look for COL Financial Group, Inc.

• Complete the details needed then click submit, check your email for the confirmation of your online deposit. (Note: Your minimum deposit for COL Starter is Php 5,000.00)
• Email your BDO deposit confirmation to deposits@colfinancial.com (allow them 1-2 days to verify your deposit) and wait for their email regarding on how to set up your account & personalized your password.

After you received an email from helpdesk@colfinancial.com informing your password log on to COL Financial and immediately change your password. 

Welcome! you are now ready to buy your first stocks, if you are a member of Truly Rich Club check the SAM update to know the recommended stocks to buy.

Good luck and happy investing in the Philippine stock market.

Thanks & God bless......


Read Also:
Saving Tips for OFW
Investing in the Philippine Stock Market?
Truly Rich Club & the Stock Market
Inspiring Story (Plant in the Spring or Beg on the fall)

Disclaimer: I'm not an employee or affiliate of the COL Financial Group, Inc. I'm just only a happy & satisfied customer of them also it is the recommended Stock Broker of Truly Rich Club.

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P.S. Do you want to gain Financial wealth & Spiritual abundance at the same time? 

Join us at the Truly Rich Club now! founded by Bo. Sanchez, its purpose is to "help good people become rich". Because of the guidance I get from the Club, I’m now investing in the Stock Market! I’m inviting you to join the Club too. If you’re interested, click the link here and registered Truly Rich Club.