I was thankful to my mommy friend in school who informed me about BPI Trade, she and her husband will apply in BPI Trade so she advised that I could try this if I want to invest in stocks. Honestly, I have no idea but I believe that in time I could learn the process so I visited www.bpitrade.com last January. I applied via online, it was not difficult and all you have to do is follow the instructions.
1. Click Apply Online
2. Then you will see the Disclaimer and Online Equities Trading Terms and Conditions page. Read and Click I agree.
3. Choose the account you want to apply, Individual Account or Joint Account. In my case, I applied Individual account.
4. Fill-up the form. Then Click Submit.
5. Verify that all data are correct and click submit again. Then you will see 2-3 pages form, all you have to do is print.
Since our reliable printer has no ink, I copy and paste all the information in Microsoft Word so I could print it somewhere. I also emailed BPI Trade if they could send me copy of my application but unfortunately, I haven’t received any copy until now. Imagine, if I did not save my application.
Application is subject to approval and if you’re approved, you will receive an email like this.
BPI Trade just updated their site so I’m not sure if the process is still the same.
Read: How to Open an Account in COL Financial
How to Apply ITF (In Trust Fund) Account in COL Financial