Getting Started

To open an account with Philstocks, simply follow these 3 steps:

1. Click “𝐎𝐏𝐄𝐍 𝐀𝐍 𝐀𝐂𝐂𝐎𝐔𝐍𝐓” button on the upper right corner of Philstocks website.

You will be guided by the 3 easy steps to open an account. Start by clicking “𝐋𝐞𝐭’𝐬 𝐁𝐞𝐠𝐢𝐧” button to start the online registration. 
Read the Terms and Conditions and signify your agreement.

2. Fill up the required details and be ready with the copy of the following documents to be uploaded in the online registration portal:

a. Copy of at least (1) Primary government issued ID with at least 1 year validity. Please click 𝐇𝐄𝐑𝐄 for the valid ID's.
b. Selfie photo holding your presented ID.
c. (1) signature affixed on a clear white paper.

Upon successful registration, you will be notified via email regarding on the progress of your application and final requirement for activation.

3. Activation requires minimum initial fund of 𝐏𝐡𝐩𝟓,𝟎𝟎𝟎.𝟎𝟎.
𝘕𝘰𝘵𝘦: 𝘒𝘪𝘯𝘥𝘭𝘺 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘵𝘩𝘢𝘵 𝘺𝘰𝘶 𝘩𝘢𝘷𝘦 𝘧𝘶𝘭𝘭𝘺 𝘤𝘰𝘮𝘱𝘭𝘪𝘦𝘥 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘪𝘯𝘴𝘵𝘳𝘶𝘤𝘵𝘪𝘰𝘯𝘴 𝘵𝘰 𝘢𝘷𝘰𝘪𝘥 𝘥𝘦𝘭𝘢𝘺 𝘰𝘯 𝘱𝘳𝘰𝘤𝘦𝘴𝘴𝘪𝘯𝘨 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘢𝘱𝘱𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯.

For as low as Php 5,000.00, you can already open a Philstocks account. Your investment will be used in purchasing stocks and does not represent a balance requirement. 

A trial account allows you to experience online trading using Philstocks for FREE for seven (7) days. This trial account allows you to experience real-time trading. You can navigate the trade tools and other widgets available in the platform. Start practicing online trading by opening a trial account NOW!

 

Click here for the full guidelines:

For EQ Trade In, simply accomplish this form.

For EQ Trade OUT, simply accomplish this form.

Once done, submit it to our Customer Care team at info@philstocks.ph

Yes. Philstocks is regulated by the following:

  • Securities and Exchange Commission (SEC)
  • Phiippine Stock Exchange (PSE)
  • Capital Markets Integrity Corporation (CMIC)
  • Anti-Money Laundering Council (AMLAC)

Philstocks has been compliant with all regulations and has no record of violations.


Stock Basics

A stock is a share of ownership of the company. Simply put, being a stockholder makes you a part-owner of that particular company! The more stocks that you have for a particular company, the more shares you own of that company. As the owner of a stock – the stockholder, you have a claim on the companies’ assets and earnings.

Reference:

https://www.investopedia.com/video/play/what-are-stocks/#axzz24o22LxlQFirefoxHTML\Shell\Open\Command  

The stock market is not a building or a structure; rather it is a collection of companies and individuals. Qualified companies converge here and open ownership to the general public through the buying and selling of stocks. It is where the buying and selling of stocks (and other transactions) from PSE Listed Companies take place. Locally, we have the highly capable PSE, which is a unified platform for trading for all the qualified companies in the Philippines. 

Compared to a broker-assisted trading – where orders are made with the help of a traditional stockbroker, online stock trading involves the use of the Internet by the investor itself to place orders when buying and/or selling securities.

Online trading is now made easier with the launch of Philstocks Online Trading Platform — your one-stop online trading destination, providing you with a 360⁰ view of business and economy. All you need to know is right at your fingertips. The new and improved interface provides you with relevant and essential information with just one click, and with easy-to-navigate pages, walk-through programs and mouse-over features. Philstocks makes online trading more affordable with a minimum of Php5,000 investment rate. Philstocks also offers its clients the industry’s lowest commission rates of .25% or a minimum of Php20 whichever is higher. With Philstocks Online Trading Platform, you can buy and sell stocks like a pro! All you need is an internet connection and you’re good to go! Register now!

Join our WINvesting Seminars by clicking the "Seminar" on the top part of this website.

1. You may choose from either Stocks and Beyond or WINvesting PRO Seminars.

2. Reserve your seat by scrolling down and clicking "Non-Client" or "Client" button for Stocks and Beyond and "Reserve a seat now" button for WINvesting PRO.

 

We offer Corporate Seminars! For more info, email us at sales@philstocks.ph

Click here to know how to trade.


Stock Lodgement

Converting of shares from stock certificates (paper shares/stocks) to online shares. Processing and requirements may vary, depending on the transfer office of the stocks.

Once your stock certificate has been cleared, the stock certificate holder has the option to SELL his/her stocks immediately, or HOLD the stock until it hits its desired stock price. For under broker assisted account, our licensed Agent will contact you regarding the selling of your stocks. For online accounts, your shares will be reflected on your trading account portfolio it's up to you if you want to sell your stocks.

The initial cost for clearing the stock certificates is:

If you decide to sell your stock, the following costs are incurred: – a commission rate of 1.5% of the gross amount – 12% VAT on commission, – 0.6% sales tax of the gross amount, – PCD/ other fees, – SCCP fee, PLUS – Initial costs (for the processing fee of PDTC). All the fees will be deducted from your selling proceeds.

Yes, you can open a Philstocks account using your stock certificates, provided that the estimated value of the stocks is not less than Php 5,000.00 (minimum initial investment required to open a Philstocks account.)

If you have already an existing Philstocks account, you can lodge/ deposit your stock certificates to your account, provided that the name on the stock certificate is the same with the name in your Philstocks account.


Your stock certificates will undergo the basic stock lodgment process. Once your stock certificates are cleared, you may advise our Customer Experience Department to deposit these stock shares to your Philstocks account. The number of shares will then be reflected to your trading account.

For initial checking, please send the photo of your certificate/s to info@philstocks.ph together with your ID.

To sell your stock certificate, we need to convert your shares from paper shares to online shares.

Lodgement processing will take 10-15 business days depending on the transfer agent.

 

Requirements for lodgment
1. Should have a trading account (online or under agent)
2. At least 2 governement issued ID.
3. TIN
4. Additional Requirements depends on the issue.


Account Troubleshooting

In the member’s log-in box, click on the "Forgot your Password" link. Then answer your secret question and fill in your registration email. The password will be sent directly to that email.

The following browsers can be used to access the Philstocks website: Internet Explorer, Mozilla, Google Chrome, Opera and Safari. However, make sure that your browser enables JavaScript and pop-up windows. If you can access Social Networking Sites such as Facebook, Twitter and Linkedin you will also be able to access Philstocks Online Trading Platform.

Philstocks works even with an internet connection of at least 384kbps.

YES. You can access Philstocks online trading account 24 hours a day (even during non-trading hours), 7 days a week, 365 days a year.


Upliftment

It is the process of converting the online shares into stock certificates that will be issued by the transfer office. Upliftment is processed by the transfer office of each respective stock. Each stock has a different transfer office and different transfer offices have different requirements.

The client is required to provide the following documents.
a. Originally-signed Upliftment form
b. 1 signature card for each company
b. At least 2-3 valid ID/s
c. Upliftment fee of Php 168 per stock
d. Personal Appearance in the transfer office depends on the transfer office.
To process the upliftment, all the original signed requirements must be submitted to our office. Processing of Upliftment takes 2-3 months, depending on the transfer office. For further questions, you may email us at info@philstocks or call us at 8588-1900