Getting Started

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

1. Register online at

  1. Check your email. We will send you the Customer Account Information Form (CAIF) and signature cards.
  2. Download and print the CAIF and signature cards. Fill-out the CAIF and sign the signature cards. Submit the CAIF and signature cards together with:
  3. Basic Requirements:1 Primary ID with at least 1 year validity or 2 Secondary IDs
    • Primary IDs: 
      • Passport
      • Driver’s License
      • Digitized version of any of the ff:
        • SSS
        • GSIS
        • Postal
        • TIN
      • PhilHealth Card
      • PRC ID
      • Unified Multipurpose ID
      • Integrated Bar of the Philippines ID
    • Secondary IDs: 
      • Voter’s ID
      • OFW ID
      • OWWA ID
      • AFP ID
      • Senior Citizen Card
      • PhilHealth Card
      • Seaman’s Book
      • Home Development Mutual Fund (HMDF) or PAG-IBIG ID
      • Laminated version of any of the ff:
        • TIN
        • SSS
        • GSIS
    • For Students, Student ID (current school year) and PSA-certified Birth Certificate.
    • For Foreigners with permanent residency in the Philippines: Foreign Passport, or Foreign Driver’s License, together with Alien Certificate of Registration (ACR)
  4. You may also visit our head office or any of our branches for Over-the-Counter registration.

2. Bring all the requirements (CAIF, signature cards and valid IDs) to our office at G/F, East Tower, Phil. Stock Exchange Centre, Pasig City

To ease the submission of your documents, we are offering a FREE pick-up service for your convenience. Click here for the full guidelines.

3. Deposit an initial investment for as low as Php 5,000.00.

    Click here for the full guideline:

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!

Broker’s commission is 0.0025 (0.25%) or Php20.00 whichever is higher.

Click here for the full guidelines:

Simply accomplish this form and submit to our Customer Care team at

For the full guidelines, kindly refer to this link.

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.


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. 

There are two ways for you to make money in the stock market: through Price Appreciation or through Dividends.

(1) Price appreciation is defined as the money you make through the difference between the price at which you bought the stock and its current market price. For example you bought 300 shares in XYZ Company during June of this year at Php 20.00 per share, amounting to a total investment of Php 6,000. In June of the following year the amount per share increased to Php 23.2 and in the following year it increased again to Php 26.91 per share. Following the same increase pattern for 2013, this will give you Php 31.21 per share. In the end, it will give you a profit of Php 3,365.38 in three years. The second way to make money in the stock market is through

(2) dividends. Dividends are your share of the company’s success as a part-owner. Dividends may come in the form of cash or in the form of stocks. For example, you have 300 shares of stock in XYZ Company and they released a cash dividend of five pesos per stock. You simply multiply Php 5.00 to how many stocks you own, which gives you earnings of Php 1,500 in one day. If the cash dividend released by XYZ Company is Php 40.00, you would have and earning of Php 12,000.00, and so on and so forth. For stock dividends, we talk more of percentages. If the XYZ Company releases 100% stock dividends, for example. That means that your shares are doubled. In this hypothetical example, your 300 shares become 600 shares without you having to purchase any new shares. If XYZ Company, however, releases 25% stock dividends, ¼ of your shares, will be added thereby turning your 300 shares into 375.

Myth 1: Stocks are only for the rich

Contrary to popular belief, the stock market is not a club exclusive for the rich. In fact, the market is open to anyone who wants to participate. Rich people engage in the stock market every day because they are keenly aware of the great deal of profit that can be made of the stock market. With Philstocks, we can help you take your disposable income and turn it into a golden future, just like the millions of people who have made substantial amounts via taking part of the stock market. For as low as Php 5,000, you can start investing into the stock market with us.

Myth 2: Stock Investing is gambling 

The stock market is NOT gambling. There is a myth that putting money in the stock market is synonymous to putting money into gambling. Some say that there is a high risk for your money to disappear with the wrong purchase or with market fluctuations. This is a myth. Gambling is relying on nothing but your gut feeling and on chance. Investing in the stock market is far from that. As we are given the right tools and training, we will see that investing in the stock market can be a scientific process. Not many people are aware that trading has rules and regulations. It is not so much taking a blind risk; rather it is placing your trust in a stable company or companies. Trading in the stock market involves forecasting, tracking and trending. All movements are calculated so that all possible risks are minimized, and so that your returns are maximized. The stock market is not a game, and trading is not playing. It is a place wherein ordinary people, like you and me, can take part in the building of our nation’s economy.

Myth 3: It is difficult

The stock market is NOT difficult to comprehend. Stock trading is not confined to analysts and economists. It is not kindergarten mathematics, but it isn’t rocket science either. There is information available in all forms that will make all of us more aware of the movements in the economy. With the advent of the Internet, we can get fundamental and technical information from a lot of trusted websites. There are a multitude of blogs to learn from, ranging from hard-core analysis of the market, to a layman’s step-by-step guide of the industry. Moreover, the PSE and SEC conducts regular learning sessions for those who may want to learn more about the market. With this overwhelming information around us, understanding the stock market is not an impossible feat. At the end of the day, it is our desire to learn that will enable us to become an empowered trader.

A. Analyze yourself – What do you want to accomplish with stock investing? And what are your investment goals?

B. Know where to get information – The decisions you make about your money and what stocks to invest in require quality information. Understand why you want to invest — are you seeking appreciation, capital gains, or income dividends?

C. Do some research – Look at the company whether it is a profitable company worth of your money. A winning stock is from a winning industry. Understand how the world affects your stocks – stocks succeed or fail in large part due to the environment in which they operate – thus, know something about economics and politics. Furthermore, understand and identify mega trends.

D. Use investing strategies like the pros do – in other words, how you go about investing can be just as important as what you invest in. Sometimes, what people tell you to do about stocks is not as revealing as what people are actually doing. Look at company insiders and digest the information well before you buy or sell that particular stock. (Transcription of Paul Mladjenovic’s Key Success Factors in Stock Investing for Dummies)

Research shows that the top mistakes that traders make when investing are the following:

A. INVESTING WITH EMOTIONS There is a lot of emotions involved in stock investments. However, emotions tend to get in the way of logic and you end up feeling your way through trades. Instead, start with a plan. A plan is your accountability partner. It lets you set your trading rules and then stick to your discipline. Don’t make it complicated though-a simple plan with simple rules will help you use your head rather than your heart.

B. ASSUMING BAD TRADES RECOVER Not every trade will recover. Some simply go from bad to worse. It may not feel good to close a losing trade, but it’s far better to take a small loss now than to risk taking a large loss later.

C. TOO HIGH EXPECTATIONS A big disclaimer about the stock market is that it is NOT a “Get Rich Quick Scheme.” Having too high expectations – i.e. you think you’re going to make Php1000 a month from a Php5,000 trading account – it is just not realistic. It’s easy to think that the markets are a place to get rich, but remember-the markets historically have rewarded the disciplined, not the greedy.

D. COMPANY = STOCK PRICE Sometimes a good company has a falling stock price. Other times, a company that might not be doing so well has a stock that’s going through the roof. Remember: you make money from the stock, not from the company’s performance.

E. DOUBLING DOWN If you buy a stock and it goes down, you’re just asking for trouble by buying more of the stock in the hopes you’ll break-even. Doubling down on a losing trade usually leaves you losing money faster.

Avoiding these mistakes consistently requires time for you to learn. Take the time to invest on your education and help yourself become a smart investor.

For reference:

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!

Stock Lodgement

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.


Initial Cost:
Transfer Fee (Php 100.00 per stock + 12% VAT) = Php 112.00
Cancellation Fee (Php 20.00 per cert. + 12% VAT) = Php 22.40
    TOTAL: Php 134.40

If you decide to sell the stock immediately, you may call our assigned Certified Securities Representative (CSR) / licensed agent to post your SELL order at the prevailing market price of the stock. Once your SELL order has been matched, you can get the proceeds of the stock transaction sale in three days (T+3) after the stock is sold.

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)

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.

Account Troubleshooting

If you encounter technical difficulties when logging into your account, please call our Customer Care hotline.

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.

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