Tuesday, March 12, 2013

COL Financial's 3 Types of Account

Below are the different types of Online Trading Platform offered by COL Financial Group.  Choose which one best suits your needs.  (This info's courtesy of my Account Manager in COL.)

COL Starter 

This is an entry-level account suitable for long term investing.  It provides access to basic research reports, standard market information, and end-of-day charting data. The minimum investment under this type is Php5,000.

COL Plus

This type of account is for active traders.  It provides streaming quotes, comprehensive research reports and live chart data with some customizable features. This is a strong featured trading account catering to those needy of more research as well as faster data streaming. It has all the features of the COL Starter account with addition to some feature improvements like streaming data over your Quote page, Watch list, an expanded 6-pack, detailed broker information, more research, as well as Java Charts with live data. It also has usage of COL’s Easy Investment Program or EIP to schedule purchase orders for your favorite stocks. The minimum investment under this type is Php25,000.

COL Premium

This is a fully packed COL account, with open access to all website features and functionalities, that is administered with quality service. This account is automatically hosted into our best servers using first class technology to support faster operation. Each account holder will also be assigned a Relationship Manager (RM) whose function would be to act as a concierge in carrying out necessary requests and needs from our premium customers.  The minimum investment under this type is Php1,000,000.

Here is a side by side comparison of Account features:

*NOTE: During COL's beta test period, all account services/features will be available for customer use.  The beta test phase will formally end in April 2013 after which certain account features will only be available depending on your account type.

Thanks and God bless,

P.S. COL Financial, Inc. is the recommended Stock Broker of Bro. Bo Sanchez to all his TrulyRichClub members.  The TrulyRichClub is a membership Club that he had created to help people achieve Financial Wealth and Spiritual Abundance. It is a private group of individuals who have decided to do something about changing their beliefs and thinking—to gain the abundance mentality they need to change their lives forever. Bro. Bo provides them with the right tools, principles, and strategies to grow in their financial and spiritual life.  To join this elite Club, click here.


  1. Hi Joey, how do I move up to COL premium from COL Plus granting that my investment has reached 1M. Is it automatic?


  2. Hi Ed. It's not automatic. You may call them at 6515888 and request for assistance if you want to upgrade your account. Thx

  3. Hi Joey,

    I just joined TRC and will be opening a COL account soon. And since i'm new at this, i dont know which online trading platform will better suit my needs. As a beginner, can i start with COL plus? or should i start with a COL starter then just upgrade to COL plus when i get the hang of things?

    Thank you.


  4. I always advise TRC members to just open an EIP Starter, whether you have 100k fund or just the minimum 5k. The EIP Plus is mainly for Active Traders, meaning those who are watching the market 24/7. It's got streaming quotes that only active traders would understand and appreciate. Plus, it does slow down the upload time since it uses flash program. For ordinary investors like us, it would suffice to have a simple trading platform where we could buy and sell whenever we need to.

  5. Hi Ms. Joey

    I just signed up a few hours ago at TRC International,since I'm new to this cyber investment world this help me a lot in choosing which account am I'm going to open at COL.Thank you so much.

  6. Hi ms Joey,
    If you upgrade to col plus, will it affect charges that COL financial impose on you? will the charges be higher? and taxes? thanks your help. your site is very informative. goodjob!

  7. Hi Joey,

    If I want to upgrade my regular account to a plus account, what will I do? and this "25k min investment", does this means all your transactions needs to be a minimum of 25k or they require 25k initial deposit and I can transact even below 25k or the 25k is the colateral amount and it must not go below that. thanks for your site btw. it is very informative. I look forward on your answer. Thanks...

  8. Greetings!

    This is Mabel Roque, Customer Relations Officer from COL Financial Group, Inc. I’ll be the one to assist you regarding your Account Opening with us.

    For the Account Opening, Below are the List of Requirements:

    All account openings should have the following:

    Customer Account Information Form (CAIF)
    Online Securities Trading Agreement (OSTA)
    Two (2) Signature Cards
    Minimum deposit of COL PLUS – Php 25,000 / COL Starter – Php 5,000 / COL Premium – Php 1,000,000

    *Note: Forms should be duly signed and properly filled out. No scanned or photocopy will be accepted. Erasures should have counter signatures or an amendment letter.

    I. Filipino – included OFWs & Self-Employed

    Non Face to Face

    Clear Photocopy of (1) valid Government issued ID by the Philippine Government
    o Note: Photo & Signature is important

    o Note: Check that the birthday should be the same on the form
    o Note: All signature in all forms must be consistent with the ID submitted
    o Note: Kindly sign twice the copy of ID.

    * Gov't issued ID's: VALID (Clear photocopy, back to back and sign the copy twice)
    1. Passport
    2. Unified ID
    3. Driver's License
    4. TIN ID (with picture)
    5. SSS ID
    6. Voter's ID
    7. Senior Citizens ID
    8. Philhealth ID (with picture)
    9. Postal ID
    10. GSIS ID (with picture and address)

    * Secondary ID's: VALID (Clear photocopy, back to back and sign the copy twice), Provided with a clear copy of Birth Certificate or Marriage Certificate
    1. Company ID
    2. School ID
    3. NBI / Police Clearance

    Billing Statement
    o Note: Lessee should still have a letter from the Lessor
    o Note: If no bills under your Name, you may submit a copy of current bill under Parent’s or Sibling’s Name
    o Note: Address must be consistent in all forms with the Proof of Billing submitted

    * POOF OF BILLING: current photocopy
    1. Phone Bill
    2. Electric bill
    3. Water bill
    4. Cable bill
    5. Internet bill
    6. Insurance Policy
    7. Bank statement
    8. Credit card bill
    9. Passbook with address
    10. Club membership statement of account
    11 . Club Association Statement of account

    ** FOR ITF Account opening, you may just prepare a clear photocopy of the Minor's Birth Certificate

    *** TIN number is required for the Primary account holders. Any Individual ages 18 years old and above, who will invest will be required to get a TIN number, In case you do not have an existing TIN, you may refer to the BIR’s website ( http://www.bir.gov.ph/reginfo/regtin.htm) on how to procure one. Self-employed individuals, mixed income earners, and employees may also procure their TIN through the BIR’s eRegistration System ( https://ereg.bir.gov.ph/ereg/welcome.do).

    You may scan and email to me first all your duly filled-out forms and complete requirements so that I could check it before you send it out to me via courier.


    Customer Relations Officer
    2403-B East Tower, PSE Centre
    Exchange Road, Ortigas Center
    Pasig City 1605 Philippines
    Mobile No.: +63928-9373000
    Fax No.: +632 636 3512

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  9. Thank you for your great post. It's really very informative and really helpful. Please Keep posting. Thanks again.

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