ONLINE TRADING ACCOUNT OPENING PROCEDURES
  1. Print and accomplish the Data Privacy Form and Foreign Account Tax Compliance (FATCA) Form.

        i) Data Privacy Form
        ii) FATCA Form
  2. Fill up the UCPB Securities, Inc. (USI) online trading account application form.
    (NOTE: Do not leave any field blank, type NA for not applicable fields.)
    Alternatively, click here to download the form:

        i) USI Client Account Information Form
  3. Print and sign the USI Client Account Information Form and UCPB Securities Inc. Specimen Signature Cards.
  4. (NOTE: Printing is required for completing this application.)
  5. Submit application documents along with a photocopy of two (2) valid government-issued IDs and other requirements to designated locations:

        (1) Any UCPB Branch; or

        (2) UCPB Securities, Inc.7th Floor
              UCPB Corporate Offices
              7907 Makati Avenue, Makati City
  6. Wait for a call and e-mail confirmation form USI that your online trading account is ready.
  7. *For your inquiries, you can email us at mystocksinfo@ucpb.com or call us at (632) 8811-9975 and (632) 8811-9978.