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Fund Your COL Account

 

So you’ve decided to open a brokerage account with COL and start investing in the Stock Market. Now let’s fund your COL account, shall we?

BPI online

Enrollment Process:

  1. Log on to www.bpiexpressonline.com
  2. Enter your username and password
  3. Under Payments & Reloading, click Bills Payments, click Enroll all other Bills
  4. Select your ATM Cad Number from the dropdown list and enter you Joint Account Indicator No. in the field provided
  5. Under Bill information, select COL FINANCIAL GROUP, INC. (COL) as the enrollee merchant
  6. Enter your COL Financial 8-digit account number (it’s also your username) on the space under Reference Number
  7. Enter your registered email address or your mother’s maiden name to complete the enrollment process

Payment Process:

  1. Under Payments & Reloading, click Bills Payment, click Pay Bills Today
  2. Under Pay, choose your COL Financial Account
  3. Enter the amount
  4. Choose a BPI account from where payment will come from
  5. Click Submit

BDO online

Enrollment Process:

  1. Go to www.bdo.com.ph and click Online Banking Login then BDO Online Banking
  2. Enter your username and password
  3. Click Add Company/Biller.
  4. Fill out the Enrollment Details and select Online Banking
  5. Company/Biller: COL Financial Group, Inc.
  6. Subscriber Number: your 8 digit COL account number
  7. Your Reference Number will appear on the acknowledgement page

Payment Process:

  1. Click Pay Bills
  2. Fill out the Payment Details and choose your Payment Schedule
  3. Check if the details you entered are correct. To edit your transaction details, click Cancel. To confirm, choose Continue.
  4. Your Reference Number will appear on the acknowledgement page

METROBANK online

Payment Process:

  1. Login to www.personal.metrobankdirect.com
  2. Enter your username and password
  3. Under eBanking Solutions, click Pay Bills
  4. Under Special Biller, select the category Investments
  5. Then Biller as COL FINANCIAL GROUP, INC.
  6. Enter your COL account number under Subscriber/Account Number
  7. Enter your Phone No.
  8. Choose the Metrobank account from which the payment will come from
  9. Enter the amount
  10. Select Immediate Payment then click the Continue button
  11. Check your payment details on the next screen, then click the Confirm button

CHINABANK online

Enrollment / Payment Process:

  1. Login to www.chinabank.ph
  2. Click Bills
  3. In the next screen, click List of Billers
  4. Once you see the list, click on your preferred bill COL Financial Group, Inc.
  5. In the next page, enter your bill’s information:
  1. To authorize the enrollment of your bill, enter your User ID and Transaction Password then click Submit
  2. You can now start making payments to your enrolled Payee
  3. Go to Bills Payment
  4. Select One-Time Enrolled Bills Payment
  5. Fill out the details needed before confirming the payment

AUB online

Payment Process:

  1. Log on to www.aub.com.ph
  2. Enter your user name and password
  3. Under the Transaction Menus, click Bills Payment.
  4. Choose the AUB account from which the payment will come from
  5. Under the BiIller Institution/Merchant, choose COL Financial Group, Inc.
  6. Enter your COL account number under COL Client Code.
  7. Enter your COL account name
  8. Enter the amount
  9. Click Pay to confirm payment

BPI over-the-counter

  1. Approach any BPI Express Assist Terminal in your respective BPI branches
  2. Tap/touch screen. Select Bills Payment
  3. Select the merchant you want to pay. Note: If not among the merchants named on the screen, select “Other Merchants”
  4. Encode your COL 8 digit account number on the Reference Number
  5. Select your Type of Transaction
  6. Encode amount to be paid
  7. Transaction details will be displayed. If correct, tap NEXT. If not, tap CANCEL.
  8. If Single Transaction, select NO. If Multiple Transaction, select YES
  9. A queue number will be displayed and printed for you to approach the bank teller

BDO over-the-counter

  1. In the payment slip, indicate COL Financial Group Inc. in the Company Name
  2. Specify your COL Account Number in the Subscriber Account Number field
  3. Write your COL Account Name in the Subscriber Name
  4. Complete the form with your payment details

METROBANK over-the-counter

  1. In the payment slip, indicate COL Financial Group Inc. in the Company Name
  2. Specify your COL Account Number in the Subscriber Account Number field
  3. Write your COL Account Name in the Subscriber Name
  4. Complete the form with your payment details

AUB over-the-counter

  1. Proceed to the Virtual Teller Kiosk (VTK)
  2. Choose Payments as transaction type
  3. Choose COL FINANCIAL GROUP, INC. from the Payments menu
  4. Key in the following required fields: your COL account number <Client Code>, your COL account name, amount of deposit
  5. Queue number will be generated then proceed to the teller when your number is called
  6. Teller provides a proof of payment which will also serve as Official Receipt

Account funded? It’s time to buy your first stock.