Corporate Account-Opening Process

Open an account with COL Financial and get ready to start investing in stocks and funds!

1. Prepare your requirements

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Click here to view the list of requirements and download the application forms.

2. Submit your requirements for review and approval

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1. Email soft copies of required documents to sales@colfinancial.com for review and pre-approval.


2. Once pre-approved, you will receive instructions to submit the original documents to COL Business Center:
   24/F East Tower, Tektite Towers, Exchange Road, Ortigas Center, Pasig City 1605, Philippines


3. After receiving your documents, we will conduct other verification procedures. Once your account is approved,
   your 8-digit COL account number will be sent to your registered email address.

3. Fund your COL account to start investing

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1. Deposit cash to your COL account to activate it and receive your password. Learn how >>
   Note: Corporate accounts require an initial deposit of Php25,000.


2. Once your deposit is verified, you'll receive another email with your complete log-in details, so you can
   log in to your account and start investing in stocks and funds of your choice.