15 Thoughts on “How To Open A COL Financial Account (Video Interview)

  1. PATRICIO B. SALVADOR JR on August 20, 2013 at 10:33 am said:

    Good day Sis Joey,

    I would like to seek help regarding my application for COLFinancial. Before i joined the TRC i actually submitted my Documents to them last Friday and they should have it Yesterday ( MOnday ) but i just realized when i saw your video i was not able to sign the photocopy of my passport ID. I also was not able to fill out my secondary account which i think is necessary to complete my application.
    I was not able to scan my documents submitted to them to our contact person in the COLFinancial as you suggested in the video so that we will have no longer delay.
    I would love to hear you advise on this so that i can start investing already. Thank you so much and God bless you.

    • 1. If the signature is clear on the photocopy of your ID, there is no need to sign on the copy itself.
      2. If you were not able to fill out the secondary part, then your app would be considered an Individual Account. You may convert it to a Joint one later on, if you wish.
      3. If your docs are complete and the app was completely and properly filled out, then your app should be approved soon. Just wait for their email, and pls check your spam folder, too.

      • PATRICIO B. SALVADOR JR on August 21, 2013 at 9:06 am said:

        Thank you so much sis Joey, but i only submitted photocopy of my passport and there was no signature on it. Will they approve my app? If not what will i do. Thank you for your prompt responcse.

  2. hello sis. joey! i’m still new with trc and have not enrolled with col yet. i heard you mentioned about emailing our contact person in col the scanned docs that they require before actually mailing it to them, to smooth out the process. what is his/her email address? my next question is, do we need to enroll first to col before emailing docs?

    thanks and God bless!

  3. Gemma C. Manguin on October 9, 2013 at 3:33 am said:

    Good morning Joey!! Im new with TRC… actually i just want to share my experience before joining TRC. Several months ago, there is a big question mark in my mind with regards to joining or investing in mutual fund. I want to invest but i do not have any idea or background what to do. So a friend ask me to join him in IMG… I listen to their seminar actually i had the first in their series of seminars…. I am not comfortable with them…. So, the same friend told me to go to Philequity…. there I had my one on one seminar. On the spot I filled up application form after the seminar. Since they do not accept cash for investment, I had the whole night free to digest what I heard from the seminar. And true enough, I felt that I do not want to continue my investment yet I want to invest. What’s holding me is their word that my investment is not insured!! What!! So days past again… and one day I read words from Bro Bo Sanchez… something like …. i keep on delaying my decisions…. hmmm so that’s what made me to decide… to finally join TRC…. 😉

  4. Hi ate joey,

    I just joined TRC. I am currently working here abroad as a cabin crew and i also want to invest in the stock market. I just would like to ask since i see two names here like citiseconline and Col, do i need to apply to both accounts or it doesnt matter if i do it with citisec?sorry i am just a little bit confused here i know they are one company only but Bro Bo sent an email about opening an acct with citisec with some instructions and now i see col. Please advise, thanks

  5. Joey,

    Hi Joey, Im Teresa and already a member of trc. Can I have the COL form application in my email so that I can fill it up and send back to you for approval. I am in Butuan City, Agusan del Norte.

    Thanks and God Bless.

    Teresa

  6. Hi Joey, can I get the email address of the person in charge for TRC members? Thanks!

  7. Hi Ms. Joey,

    First of all, I would like to thank you for sharing us your ideas. It’s indeed a great help for us newbies who wants to invest in stock market…I am also a member of TRC and planning to open COL account very soon, could you also please send me the email address of our TRC contact person in COL? I’d also like to have my documents checked before I submit the hard copies to COL…Thanks a lot!

  8. gilberto ancheta on March 9, 2014 at 2:41 am said:

    i am here in Riyadh, KSA. How can I open an account?

    • HI. Pls follow ‘How to Open a COL Account’. Print out and fill out the forms, attach a copy of ID and Bill Statement, and mail via courier to the address written on the form.

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