All about CitisecOnline or COL Financial (Part 2)

[WorriedB2B]

I'm juts waiting now for my account to get approved. Yey! I'm so excited to buy stocks. hehe. 

[salvage_me]

sis mebpa, i just used GTC yesterday.

[ieiky]

Mga sis, question po:

I would like to open an account and bago lang akong nag aaral pag invest sa stock market. Eto mga questions ko:


1. May nakalagay doon sa application form kung anong type of account ownership 'yun. Inisiip ko kasi kung dapat Individual ang pillin ko or 'yung ITF e.

Anong po ba ang advantage/disadvantage  pag nilagay ko ITF ang ownership and 'yung anak ko na 4 yrs old ang nilagay ko?

2. Kailangan ko ba talagang mag punta sa office nila or puwede ko na lang isend via LBC 'yung ma documents ko?

[Annie M.]

2. Kailangan ko ba talagang mag punta sa office nila or puwede ko na lang isend via LBC 'yung ma documents ko?

You can send it via courier, sis. That's what I did. Ayaw lang nila EMS. Other couriers pwede.

[ieiky]

^Ahhh. Ok sis. Salamat.

Nabasa ko na about sa ITF. Siguro 'yun na lang ang pipiliin ko. Salamat!

[mebpa]

I just found out now that I can schedule COL payment in BPI online, maybe I missed it before. 

[lg34]

Kakagaling ko lang lbc, papadala ko dapat application form ko sa col. I followed exactly yung instructions sa col website. Hindi tinanggap! Required daw na may specific name! Umuwi tuloy akong dala uli mga docs. Kakadisappoint. Excited pa naman ako.

May nakaexperience na ba sa inyo ng ganun? Anong name at phone number nilagay ninyo?

[WorriedB2B]

^Hi sis! Nung nag-apply ako sa COL, sinend ko muna sa email nila yung forms ko to verify if walang missing. Then, nag assign sila sakin ng maga-assist during the processing. Sa kanya din ako nage-email if may mga tanong ako. If you want, I can give you her email.

[lg34]

^ sige, sis...please. Baka maihahabol ko bukas sa lbc. Thanks!

[crzysxycl]

^sis ako rin thru lbc nagpadala ng forms. tinanong din ako kung meron specific person para dun daw iaddress, sabi ko lang wala. tapos nakita nila sa database nila na meron ng nagpadala ng docs sa col previously. Ok naman, nareceive naman ng col docs ko.

[WorriedB2B]

^^Hi sis! PM sent with her email address.

[adolfa]

^ hi sis! can you also pm me her e-mail address?

[WorriedB2B]

^PM sent sis.

[calin22]

planning to have an account din sa COL, newbie talaga ako.
Do i have to take the seminars? or I can just read nalang online?

[beach_n_sunsets]

^I think it's automatic, once you reach 25k mag-uupgrade na your account to Plus. That's what happened to me eh, na-notice ko na lang one day na Plus na pala siya 

[eischied_21]

Did not know the Plus account. Ano ba advantage pag Plus account?

[beach_n_sunsets]

^Check mo 'to sis:

https://www.colfinancial.com/ape/Final2/home/account_type_details.html
https://www.colfinancial.com/ape/Final2/home/open_an_account.asp

Mukhang ang advantage ay for traders, so sa 'kin hindi ko masyadong ramdam dahil long term investment naman siya for me

[caterpillar-girl]

My COL account just got approved. Now waiting for the password so I can finally start. Yey! Can't wait. Opening a COL account was one of my 2015 financial resolutions, thanks to GT haha.

[ikaela]

I just opened a second account naman, para mahiwalay yung long-term fund ko sa short-term. There might  not be much of a difference between the starter and plus accounts, but the relationship manager for the premium account is a huge plus. My second account was opened within minutes. Yung mga requests ko din, nagagawa agad. Yun nga lang, the relationship manager will not help you with managing your stock portfolio mismo -- that's for the private clients group. I have to see pa what that group can do for me.

[j.adore]

2 working days left for Q1 and still no MF