Several months ago, I had the opportunity to attend a seminar (in our office) that discusses the life cycle of a Trade. At the end of the seminar, I was inspired.
That same day, I’ve decided that I will move 50% of my savings to Stock Market.
As I document my journey in Stock Market (How to Open an account with COL Financial), Here I am again, sharing a convenient experience in making an additional investment to COL Financial Account.
This tutorial will help COL Financial Users who’s having a hard time going to the bank to deposit their money to add funds to their COL Financial Portfolio.
Before proceeding with the guide on how to make an additional investment to your COL Financial Portfolio, you need to have a BPI Express Online Account.
Every BPI Account Holder is eligible to have a BPI Express Online. If you don’t have one yet, feel free to sign up in their website.
Another requirement for this tutorial is to Enroll your COL Financial Account. Your COL Financial Account is your USER ID given by COL Financial.
If you’re not familiar with your COL Financial User ID, it is the 8 digit number you use when logging in to COL FInancial Website.
Go to BPI Express Online and Log in to your account.
If you are a BPI Account Holder and still don’t have a BPI Express Online, you may register. You may be interested in my tutorial (links below) on how to do it:
In the Navigation Menu, hover your mouse over “Payment & Reloading” then “Bills Payment” and click on the “Enroll All Other Bills”.
The next page will ask you to fill up your BPI Account information such as ATM Number and Joint Account Number.
For the Bill Information, select “COL FINANCIAL GROUP, INC. (COL)” from the drop down menu. The “Reference Number” would be your COL Financial User name/Account Number provided by COL Financial (ex: 1900 – 7878)
Before submitting the form, provide the email address or the Mother’s Maiden Name. This step is an added security feature of the BPI Express Online website.
Click the Submit button once done.
If the Enrollment of your COL account is successful, the website will direct you to the “Confirmation – Enrollment of Bills (other than Credit Cards or Loans)” page.
This means that you can make an additional investment in COL Financial using BPI Express Online anytime and any day.
To make an additional Investment to your COL Financial Account, just log in to your BPI Express Online account and simply go to “Bills Payment” > “Pay Bills Today“.
This will lead you to page below. There are few items that needs to be filled before you make additional investment to your COL Financial Account.
These are the following:
After completing the form, click the “Submit” button.
A small pop up window will show up summarizing your transaction, double check what you’ve entered. Once you’ve clicked the OK button, there’s no going back.
Click OK if all the entries are correct.
A confirmation page will be displayed if the transaction is successful.
BPI will process your transaction immediately but funds will visible in your COL Financial Account after 1 – 3 hrs if you do this within the BPI Banking hours. If you made your additional investment to your COL Financial Account outside of the normal banking hours, it will be shown in your COL Financial Portfolio in the next day.
If you are a new to COL Financial and you see yourself that you’ll be making additional investment to your COL Financial Account, I highly encourage you to follow this method. Going to the bank, filling up deposit/payment slips are waste of your time!
So what’s your opinion about my tutorial? Do you think there’s a more convenient way on doing this? Share it with us!
Have a great day!