ALL ABOUT CITISECONLINE OR COLFINANCIAL

[ayrise]

Hi All , may i ask if i can just walk in sa office nila to file my applications and then finish all transactions in one day?  kasi i'm based abroad and if i will be sending my documents through DHL sayang din yung cost medyo malaki din. since uuwe naman ako sa October i might as well drop by their office and file my application in person.
Just wondering if i can finish it in one day since tight and schedule ko sa Manila.

TIA sa mga magrereply

[leelou]

^ sis kung real tight sched mo, pwede mo na lang siguro ipa-courier, like LBC para di ka na ma-hassle. Basta make sure complete required docs send mo. They process naman quickly. I remember they sent me texts nung may nirequire pa sila docs, so inemail ko lang. Then they texted me again na ok na account ko.

[ayrise]

Hi Sis Leelou,, LBC sounds better than DHL.. let me check their rates
i wanted to attend din a Seminar and talk to a Financial Adviser sa Colfinancial kaya i want to drop by their office. it'll be part of my Itinerary.

i wonder if they have Financial Adviser that you can speak to when you drop by their office?

[fastlove]

Ayrise 

Mag  attend  rin  seminar.   I need  familiarize  rin  regading sa  investment.. and  COL  I'm   setting sched  this Aug.

Hi Sis Leelou,, LBC sounds better than DHL.. let me check their rates
i wanted to attend din a Seminar and talk to a Financial Adviser sa Colfinancial kaya i want to drop by their office. it'll be part of my Itinerary.

i wonder if they have Financial Adviser that you can speak to when you drop by their office?

[martiella]

pano ba magstary dito?

[fastlove]

saking  3  days  nag email..  attend rin ako  seminar.

Sa website nila sis. Go to "Open an Account".

[ayrise]

@fastlove - yes balak ko din gawin yan if ever may schedule of seminar pagumuwe ako ng manila. Thanks sa advise

[**My Sweet November**]

My colleague & I sent a scanned copy of our completed COL Overseas Sign Up Documents. After three hours we received a response mentioning that the form are okay to be sent to Philippines. Kudos to their Customer Care

Rather than sending our form directly to their offices, its good that they have this sort of "final checking". 

Hoping to receive my COL Account Number soon, I'm excited!

BTW, I will follow Bro. Bo's recommendation via TRC.

[cussler]

im planning to open an account, with this COL Starter with a minimum investment of 5K we can trade stock online?

ask lang kung [textspeak!] to

  (Please note that COL Financial shall NOT accept documents/packages sent by Express Mail Service (EMS))

can we use others like  JRS or LBC?

thanks

[Amphitrite]

Dami ko na yata nabasa tungkol dito sa col financial, gusto ko na magstart, pero may 1 question lang po ako, sana may makasagot.

Yung 5k na investment, monthly yun hanggang maabot yung 25k na regular account or hanggang may account ka with col kailangan mag-invest parin ng 5k monthly?

Thanks!

[Ma.Jewel_1987]

Sis it doesn't have to be 5k every month kung di mu kaya, ako usually around 2k per payday lang ina-add ko, or pag maliit sweldo 1500

[girlush]

backtracking this thread....
premier account na si sis beach...wwwoooowww.. means naka 1M na investment mo sa COL 

sana tayo din...aral aral na muna at magtanong pag hindi alam... newbie padin kase ako sa stock market

[patriciaheart]

I am a newbie, sa totoo lang matagal ko na gusto mag trade pero litong lito paako. I added the FB group matagla na at lurker lang din ako dun. I am now going to commit to this kaysa naman masayang sa glutathione (4.5k) or sa Clarisonic (8k) pera ko lol hahaha ang problema eh may pagka bipolar ako so mahirap mag decide baka bile lang ako ng bile ng kung ano anong stock. Well sige kahit 15 mins a day aral aral habang inaayos yung pag sign up. I can't really afford to go to Ortigas kahit naman taga Metro Manila (South area) ako since wala ako patience mag hintay sa traffic

[Amphitrite]

Thanks sa info sis Ma.Jewel_1987.

Ayan makakasimula na rin ako, pero mukhang madami pa ako aaralin sa stocks. Gusto na rin kasi ni hubs na mag-invest pa kami bukod sa utif namin. Sakin niya pinaubaya since nosebleed daw siya sa investments, hehe.

[Kristalle]

^ It 's not membership sis. That's the amount na you can use to buy stocks

sis, which is better, BDO EIP or COL to use para mag invest? Plan ko to invest na lang kesa matulog ang pera sa savings account which inflation will erode overtime.

[keilu]

Call them na.

I sent my application on a Monday, tapos nag-reply na sila the next day approving and confirming my account. And then I funded it on the same day.

hi sis. quick question .. so documents lang ang send mo? no need to send the check na rin to fund the account?

thanks
ruby

[electricpink17]

finally nakapag open na din ako ng account. madali lang ang process.

i just downloaded the forms, signed the papers needed, photo-copied my ID and billing statement, sent it through LBC. The next day i received a text from COL confirming the documents and asking me to fund the account. transferred the money friday night, then tuesday night, got an email with my account logins. yey!!

but when i logged in to my account, i was overwhelmed with the info. nosebleed ang mga jargons and everything! it kinda shocked me a bit, being a newbie, and realized OMG what's my next step?! i chose EIP and tried automatic schedule.

so good luck to us who have almost 0 knowledge. one step at a time i guess. basa basa muna, research research. then share share sa ibang tao.

[beach_n_sunsets]

hi sis. quick question .. so documents lang ang send mo? no need to send the check na rin to fund the account?

thanks
ruby

Hi sis ruby:

1. Sent the documents (all 3 forms + 1 ID) to them via LBC on November 18, 2013, Monday.

2. Received a confirmation email from them on November 19 at 11:30am that says approved na account ko and I have to fund it para makapag-trade na ako. (Note: meron na kong account # noon pero hindi pa binibigay ang password so hindi pa ko maka-login sa colfinancial.com)

3. I paid through BPI Expressonline the same day and forwarded them the transaction email at 12:37pm.

4. Almost immediately, one of their account specialists emailed me and acknowledged my fund, saying that I will receive my profile password within 3 working days.

5. But on the same day, Nov 19, at 3:27pm, I received an email from them stating that I can now login using the provided password.

6. I immediately logged in and changed my password but did not begin trading yet Nagbasa muna konti kung saan iinvest ang pera (mostly blue chips)

Hope this helps!

[keilu]

Thanks!
They are fast. I've gotten my username and password. Traded a bit already - since i only had the starter fund kaya pinagtripan ko lang. Still getting the hang of it.

[**My Sweet November**]

Currently I have 3 Stocks on my Portfolio.

As per Brother Bo's advise, these 3 I have to continue buying & that's what I'm doing :-)