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    Addfund and Cashout Guidelines

    Uploaded by

    X'tian Rugas
    1) The document provides guidelines for funding a Philstocks account via various payment methods and instructions for requesting cash outs. 2) To fund via web or mobile, customers select a payment method, enter the minimum amounts of PHP 5,000 for initial funds or PHP 1,000 for adding funds, upload proof of payment, and click proceed. 3) Cash out requests are done via web by selecting the claiming option, filling out fields, and clicking proceed. Checks will be issued within 2-3 days if from selling proceeds or 2 days if from available cash.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Addfund and Cashout Guidelines

    Uploaded by

    X'tian Rugas
    1K views8 pages
    1) The document provides guidelines for funding a Philstocks account via various payment methods and instructions for requesting cash outs. 2) To fund via web or mobile, customers select a payment method, enter the minimum amounts of PHP 5,000 for initial funds or PHP 1,000 for adding funds, upload proof of payment, and click proceed. 3) Cash out requests are done via web by selecting the claiming option, filling out fields, and clicking proceed. Checks will be issued within 2-3 days if from selling proceeds or 2 days if from available cash.

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    1) The document provides guidelines for funding a Philstocks account via various payment methods and instructions for requesting cash outs. 2) To fund via web or mobile, customers select a payment method, enter the minimum amounts of PHP 5,000 for initial funds or PHP 1,000 for adding funds, upload proof of payment, and click proceed. 3) Cash out requests are done via web by selecting the claiming option, filling out fields, and clicking proceed. Checks will be issued within 2-3 days if from selling proceeds or 2 days if from available cash.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    1K views8 pages

    Addfund and Cashout Guidelines

    Uploaded by

    X'tian Rugas
    1) The document provides guidelines for funding a Philstocks account via various payment methods and instructions for requesting cash outs. 2) To fund via web or mobile, customers select a payment method, enter the minimum amounts of PHP 5,000 for initial funds or PHP 1,000 for adding funds, upload proof of payment, and click proceed. 3) Cash out requests are done via web by selecting the claiming option, filling out fields, and clicking proceed. Checks will be issued within 2-3 days if from selling proceeds or 2 days if from available cash.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Funding Guidelines

    Instructions

    Via Web

    1. Login to your Philstocks account (https://my.philstocks.ph).


    2. Click ‘Request’ on your right-hand corner.
    3. Under ‘Funding’ select your Mode of Payment.
    4. Enter amount
    Minimum Amount
    Initial Fund - Php 5,000
    Add Fund - Php 1,000
    5. Upload the proof of your transaction.
    6. Click ‘Proceed’.

    Via Mobile App

    1. Login to Philstocks Mobile.


    2. Tap ‘Funding’ located at the menu.
    3. Select your Mode of Payment.
    4. Enter amount
    Minimum Amount
    Initial Fund - Php 5,000
    Add Fund - Php 1,000
    5. Upload the proof of your transaction.
    6. Tap ‘Proceed’.
    Reminders:

    1. Kindly provide complete and correct details to avoid delay in crediting or rejection of
    request. Rejected requests should be re-uploaded to obtain a new request number.
    To check the status, kindly go to Request > Request Status.
    2. CUT-OFF
    Add Fund - 2:00 PM
    Initial Fund - 11:00 AM

    Requests made after the cut-off will be processed the next working day.

    3. When issuing a check for add fund, kindly indicate the complete Corporate Name of
    Philstocks, which is Philstocks Financial, Inc.
    For example: Pay to the order of Philstocks Financial, Inc.
    Guidelines
    A. Cash out requests are done on your web platform.

    1. Login to your Philstocks account.


    2. Click ‘Requests’ on your right hand corner.
    3. Click ‘Cash Out’ on your left hand corner.
    4. Under ‘Cash Out’, select your claiming option.
    5. Fill up the necessary fields.
    6. Click ‘Proceed’.

    B. If amount is from selling proceeds on the same day of request, check will be dated T + 3 days
    after transaction. Otherwise-if amount is from available cash, check will be dated T + 2 days.

    Note: Kindly observe 12:00 NN cut-off.

    C. Cash out requests made after 12:00 NN will be processed the next business day.
    D. Amount requested shall be issued in the form of check payable to your registered trading
    account name. Philstocks default issuing bank is BDO. For Philstocks ATM Card Account
    holder, a UBP check will be issued.
    E. Only checks that is for pick up by Personal (Account Holder/s) will be released
    uncrossed/open.
    F. Client will be informed through email if there’s a concern regarding the request. Do check
    your registered email for advise.

    Deposit Rejection
    Kindly note the following common reasons why Cash Out requests are rejected:

    1. Cash Deposit Only (CDO) Account


    2. Invalid Account Number
    3. Invalid Account Name (Should be the same with your registered trading account name)
    4. Closed Account
    5. Dollar Account

    For Joint Account holders, the bank account name should be the same with your
    registered trading joint account name.

    All rejected cash out requests will be charged Php 100.00 for the re-issuing of checks, which
    will be debited from your respective trading account.
    G. Cancellation of Cash Out Request

    1. Communicate with the Philstocks Representative your request to cancel. You may reach
    them at (63) 2 8588-1900 or [email protected].
    2. Allow Philstocks Representative to verify information.
    3. Upon successful verification, cancellation of request will be executed. Amount will be
    credited back to your trading account and cancellation fee may apply. See table for details.

    Status of Cash Out Request Fee Crediting of Fund Back to Trading


    Account
    Pending Free Real Time Crediting

    On-Process Php 100 Cancellation Fee 2-3 Working Days

    Granted / Issued Php 100 Cancellation Fee 2-3 Working Days


    All initial fund will be credited upon account activation.

    Account activation is 5-7 business days upon receipt, of properly accomplished and signed documents
    plus two valid IDs. For more inquiries, you may contact [email protected] or (63) 2 8588-1911 to 14.
    Kindly note that requests made after 11:00 AM will be processed the next business day.

    Philstocks Office

    G/F Unit EC-05B East Tower, Philippine Stock Exchange Centre, Exchange Road, Ortigas Center, Pasig City.
    Office Schedule: Mondays to Fridays (except no trading days) 8:00 AM to 5:00 PM

    (OTC) Fee Initial Fund Add Fund Credit Schedule


    Cash Free Within 1 hour upon receipt of request
    Check(BDO and BPI) Free Within 24 hours upon receipt of request
    Other Banks Free Within 1-2 days (for bank clearing) upon receipt
    of request
    Debit Within 1 hour upon receipt of request
    POS terminal card
    Bancnet
    P10.00
    Weepay via Bancnet

    Fee Initial Fund Add Fund Credit Schedule


    Available via the
    Philstocks Mobile App P25.00 Real Time
    and/or console

    Coins.ph

    Log-in to your Philstocks account via web or mobile and choose the Coins.ph option in the Funding Center.

    Coins.ph Fee Initial Fund Add Fund Credit Schedule


    Available via the
    Philstocks Mobile App Free Real Time
    and/or console
    Banco De Oro (BDO)
    Account Name: Philstocks Financial, Inc.
    Account Number: 00-343-0048-847

    (OTC) Fee Initial Fund Add Fund Credit Schedule


    Cash Free Within 1 hour upon receipt of request
    Check (On-us) Free Within 24 hours upon receipt of request
    Other Banks (Local) Free Within 1-2 days (for bank clearing) upon receipt of
    request

    Fund Transfer Fee Initial Fund Add Fund Credit Schedule


    Enrolled (BDO Account) Free Within 1 hour upon receipt of request
    Not Enrolled (Any BDO Free Within 1 hour upon receipt of request
    Account)
    Note: Php 10,000 limit
    Interbank (Pesonet & Check 2-5 days upon verification
    Instapay) your Note: This may vary depending on the
    bank validation of transaction with the bank.

    Bills Payment Fee Initial Fund Add Fund Credit Schedule


    P25 Within 2-3 hours

    Enrolled using your Philstocks Account Number (PAN).

    ATM Fee Initial Fund Add Fund Credit Schedule


    Cash Deposit Free Within 1 hour upon receipt of request
    Bank of the Philippine Islands (BPI)
    Philstocks BPI Account Details
    Account Name: Philstocks Financial, Inc.
    Account Number: 4011-0066-69

    Branch OTC Fee Initial Fund Add Fund Credit Schedule


    Cash Free Within 1 hour upon receipt of request
    Check (On-us) Free Within 24 hours upon receipt of request
    Other Banks (Local) Free Within 1-2 business days (for bank clearing) upon
    receipt of request

    Fund Transfer Fee Initial Fund Add Fund Credit Schedule


    Enrolled (Transfer to Free Within 1 hour upon receipt of request
    Anyone)

    Not Enrolled (Transfer P10.00 Within 1 hour upon receipt of request


    to Anyone)

    Interbank (Pesonet & Check 2-5 days upon verification


    Instapay) our Note: This may vary depending on the
    bank validation of transaction with the bank.

    Bills Payment Fee Initial Fund Add Fund Credit Schedule


    P25.00 Within 1-2 business days upon successful
    transaction
    Metrobank (MBTC)

    Enrolled using your Philstocks Account Number (PAN).

    Bills Payment Fee Initial Fund Add Fund Credit Schedule


    P12.00 Within 1-2 business days

    UnionBank (UBP)

    Enrolled using your Philstocks Account Number (PAN).

    Bills Payment Fee Initial Fund Add Fund Credit Schedule


    Free Next trading day upon successful transaction

    Remittance

    Remittance Fee Initial Fund Add Fund Credit Schedule


    Fee varies Within 5-7 business days upon
    depending on your receipt of proof of transaction.
    sending bank. Note: This may vary depending on
    Please contact your the
    bank for validation of transaction with the
    particulars. bank.

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