[How To] Open an Online Trading Account with AB Capital Securities, Inc.

AB Capital

AB Capital Securities, Inc. is one of the highest rated brokerage companies in the country, with over 60 years of experience in the stock trading industry. To cater to more people from different walks of life, it launched an online trading system that comes with a lot of perks.

If you feel unsure about opening a full-fledged trading account online, you can avail their 7-day account trial to see if online trading suits you. You can also opt to open an individual account that is for your personal use, or a joint account if you’re already married or with a partner. In these cases, you need to fill up and submit the following forms:

  • Online Client Account Information (CAIF)
  • Online Trading Customer Agreement (Terms & Conditions)
  • Two (2) Specimen Cards

Individual account forms can be downloaded here, and the Join account forms can be downloaded here.

On the other hand, if you’re already sure about an online account, here’s how to open one with AB Capital Securities, Inc.

Steps

1. Accomplish the online application form

AB Capital

The first part of AB Capital Sec. online application forms.

Click here to open the online application form. Fill in details regarding your account information, personal information, and investor profile. In this step, make sure the information you put in is correct so that you don’t encounter any problems later on. You will also find that you will be asked a Tax Identification Number (TIN) for this process. If you’re a student, don’t worry as they will accept your student ID.

 

2. Print and sign the form, the terms and conditions, and the signature cards

There is no specified paper size to be used, so in printing the documents, just follow the page size detected by the printer. Then, fill up everything that needs to be accomplished and you’re halfway there!

 

3. Organize all the required documents

Needless to say, the requirements vary from person to person, so aside from the application form, here are what you need depending on your citizenship and status.

  • Filipino Citizens
    • Two (2) valid government IDs (eg: Passport. Driver's License, Seaman's Book, SSS ID, Postal ID, etc.)
  • Resident Foreigner or Foreigner working in the Philippines
    • One (1) valid government ID (preferably passport or Immigrant Certificate of Registration (ICR)), (1) Alien Certificate of Registration Card (ACR)
  • Non-Resident Foreigner
    • One (1) valid government ID (preferably passport)
  • In-Trust-for (ITF), (Kids below 18)
    • Minor’s Birth Certificate

Reminders:

  • ID must not be expired
  • Photocopy must have both photo and signature. It must be a clear copy.
    (eg. PCR ID: back-to-back, Passport: information page & signature page)
  • Signature on ID should match the signature on Application forms.

 

4. Submit these documents to the locations indicated or nearest to you

You can submit all the prepared requirements in any of the following branches:

  • Head Office
    AB Capital Securities, Inc.
    Units 1401-1403, 14th Floor Tower One & Exchange Plaza
    Ayala Triangle, Ayala Avenue
    Makati City, Metro Manila 1226
    Philippines
    Tel. No. (632) 898-7555
    Fax No. (632) 898-7596
    Time: Mon – Fri: 8:30am to 5:30pm
  • Alabang Branch
    Unit NF-03
    Basement 1 (Supermarket Level)
    Metro Gaisano Mall
    Alabang Town Center
    Alabang, Muntinlupa City
    Philippines
    Tel. No. (632) 403-9004 & (632) 403-9722
    Time: Mon – Fri: 8:30am to 5:30pm
             Sat & Sun: 10:00am to 5:00pm
  • Binondo Branch
    Unit 601 6th Floor
    168 Shopping Mall
    Sta. Elena, Soler Street
    Binondo, Manila
    Philippines
    Tel. No. (632) 516-1563 & (632) 516-1651
    Time: Mon – Fri: 8:30am to 5:30pm
             Sat: 9:00am to 6:00pm
             Sun: 9:30am to 6:30pm
  • Cebu Branch
    6th Floor, OS-02 Metro Ayala
    Cebu Business Park
    Archbishop Reyes Avenue
    Cebu City 6000
    Tel. Nos. (032) 415-3090 & (032) 266-4235
    Time: Mon. – Fri. 8:00am to 5:00pm
  • Greenhills Branch
    G/F Suite 105 Alcco Building
    Ortigas Avenue
    Greenhills, San Juan City
    Philippines
    Tel. Nos. (632) 705-1317 & (632) 705-1757
    Time: Mon – Fri: 8:30am to 3:30pm
  • Bacolod Office
    Lot 16-A, Block 23, Bangga St.
    Sawmill, Bata Subdivision, Bacolod City
    Tel. Nos. (034) 707-5750, 0917-7773137, 09258555648
  • Baguio Office
    Room B308 Lopez Bldg.
    Session Road, Baguio City
    Tel. Nos. (074)442-0344, 0919-3670396, 0917-6800476
  • Dagupan Office
    78 Beverly Hills, Bonuan Gueset
    Dagupan City
    Tel. No. (075) 515-5348

 

5. Wait for the confirmation letter sent via email from AB Capital Securities, Inc.

It is important that you first check that the confirmation has been sent before you deposit funds into your account, to ensure that your money is secure and that your account is already fully operational. The email will contain your account details and will verify them.

After your account has been fully set up, congratulations for you can now fund your account. You are one step closer to online trading! You can make a deposit through the following means:

  • Online Fund Transfer (Payable to AB Capital Securities, Inc.) Click here for instructions.

    Metrobank and Trust, Co.
    S/A 641-3-64100525-9

    Banco de Oro (BDO)
    C/A 002348000562

    Bank of the Philippine Islands (BPI)
    C/A 3721-0004-18

  • Telegraphic or Over the Counter Deposit (Payable to AB Capital Securities, Inc.)

    Metrobank
    Tordesillas / Gil Puyat Ave. Branch
    Makati City
    SA No. 641-3-64100525-9

    Banco de Oro (BDO)
    Rockwell Branch
    Rockwell Center, Makati City
    CA No. 002348000562

    Bank of the Philippine Islands (BPI)
    Buendia Center Branch
    Sen. Gil Puyat Avenue, Makati City
    CA No. 3721-0004-18

  • Wire Transfer

    Metropolitan Bank & Trust Company

    AB Capital Securities, Inc. Head office and Branches (listed above)

  • Broker to Broker (EQ Trade)
  • Broker Assisted to Online Transfer
  • Stock Certificate to Online Transfer
    • Call the numbers (632) 898-7618 or (632) 898-7520 to verify your stock and receive instructions.

 

After depositing into your account, fill up the Deposit Alert form to notify AB Capital Securities, Inc. of your deposit. This step is a security measure designed to safeguard your account. The form can be found on their website, under the Get Started tab at the top of the page.

When everything’s settled, give yourself a pat on the back! You have just availed an easier way to buy and sell stocks. Best of luck in all your endeavors!

AB Capital Securities is also conducting FREE seminars. Click here for schedules and details. If you have questions, put those in the comment section below.

Source: AB Capital Securities, Inc. (https://www.abcapitalsecurities.com.ph/AbCapital/)

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