HOW DO I OPEN A FIRSTMETROSEC ONLINE TRADING ACCOUNT

  1. Visit www.firstmetrosec.com.ph, and click on OPEN ACCOUNT. This will take you through a step-by-step process for your account opening.


     
  2. Fill out all required information in the Customer Account Information Form.
  3. Print out the three forms - Customer Account Information Form, Trading Agreement, Signature Cards; and sign on the necessary spaces provided.
  4. Attach clear photocopies of 2 valid government-issued IDs.
  5. Submit the completed forms and required documents:
    1. through mail or submit personally to the head office or any of the First Metro Investors Centers
    2. through the FirstMetroSec pouch (Pouch Code: 90033) at your Metrobank branch of account
      Note: The transit time of transfer from the Metrobank branch to the First Metro Securities head office may take seven (7) banking days.
  6. First Metro Securities will send an email notification for account activation within two days after receipt of complete documents.

WHERE DO I SUBMIT MY ACCOUNT OPENING APPLICATION?

  1. First Metro Securities Brokerage Corporation

    First Metro Investors Center Makati
    18/F PSBank Center
    777 Paseo de Roxas cor. Sedeno St.,
    Makati City

    First Metro Investors Center Binondo
    G/F Wellington Bldg.
    Plaza Lorenzo Ruiz,
    Binondo, Manila

    First Metro Investors Center Cebu
    Metrobank (Cebu) Plaza,
    Osmena Blvd., Near Rotondo
    Cebu City, Cebu

    First Metro Investors Center Davao
    Ground Floor, Hotel Uno Bldg,
    CM Recto Street
    Davao City, Davao del Sur
     
  2. Metrobank Branch of Account

WHAT ARE THE REQUIREMENTS IN OPENING AN ONLINE TRADING ACCOUNT?

Before sending the forms, kindly make sure that the client has affixed his/her signature on all the required forms.

The requirements needed are as follows:
  1. Customer Account Information Form
  2. Trading Agreement
  3. Signature Cards

Other Requirements as needed:

  • Tax Identification Number (TIN) is mandatory in filling up the application form for all applicants. If you do not have one yet, please request a TIN number at the Bureau of Internal Revenue (BIR) branch in your area.
     
  • Photocopy of any two (2) of the following IDs
    • Driver's License
    • Passport
    • SSS/GSIS ID
    • Senior Citizen's Card
    • Voter's ID
    • Government office ID
    • Philhealth Card
    • Professional Regulations Commission (PRC) ID
    • Seaman's Book
    • OFW ID
    • OWWA ID
    • Police or NBI Clearance

      For faster verification of identity, we suggest to submit the photocopies of the IDs in this format:

  • Bank, Bank Account Name and Bank Account Number as specified on the CAIF. Fees may apply for regional accounts.

WHAT ARE THE ADDITIONAL REQUIREMENTS FOR FOREIGN CLIENTS?

Below is the list of requirements for foreign accounts:
  1. Local (Philippine) Bank Account
  2. Philippine Tax Identification Number (TIN)
  3. Two valid/government issued IDs with clear signature (per account holder) with Alien Certificate of Registration (ACR Card) as one of the required IDs for foreign clients residing in the Philippines
  4. List of accounts maintained with other banks
     

    Name of Bank/ Branch of Account
    ___________________________________
    ___________________________________
    ___________________________________
     

  5. Source of funds of each account holder
     
    Name of Account Holder:             Source of Funds:
    ___________________________________
    ___________________________________
                ___________________________________
    ___________________________________

FirstMetroSec is a Foreign Account Tax Compliance Act (FATCA)-Compliant Institution. For clients whose (1) birthplace, (2) home / office address, or (3) nationality is in the United States, they must fill out the FATCA Certification form. Please email customerservice@firstmetrosec.com.ph to obtain these forms.

WHAT IS THE MINIMUM AMOUNT REQUIRED TO OPEN AN ACCOUNT?

For clients with a MetrobankDirect account, opening an online trading account is FREE.

Note: Please visit Funding Your Account page for instructions of how to fund your stock trading account using MetrobankDirect.

For clients with no Metrobank Account, initial investment of at least P 5,000.00 is required.