• APS Online
  1. Access the Url https://apsonline.com.ph/, click “Open Account”.
  2. Fill up the APS Online trading account application forms.
  3. Print and sign all 3 forms:
     • Customer Account Application Form (CAIF)
     • Online Trading Service Agreement (OTSA)
     • Specimen Signature Cards (SSC)

(Note: Printer is required for completing this application.)

4. Check your e-mail and click the verification link from APS Online. Assemble application documents and other requirements and submit it to 20^thfloor, The Peak Tower, 107 L.P. Leviste Street, Salcedo Village, Makati City.
5. Proceed to funding your account. [Link: How To Fund Your Account]

Wait for e-mail confirmation from APS that account has been activated and is ready for trading. You can then log in at https://apsonline.com.ph/ with your user name and password.

• Traditional
  • Individual Client

1. Personal appearance, face-to-face interview, or by appointment with one of our licensed traders. You may visit our office from Monday to Friday during business hours from 8am to 5pm.
2. Fill up and sign the Customer Account Information Form (CAIF), Securities Trading Agreement (STA), and Signature Cards to be provided by APS.

• Corporate / Institutional Client

1. CAIF, STA, and SSC will be delivered to the business address of the corporate / institutional client by the Sales Trader or the authorized representative of APS.
2. Submit the duly-signed forms provided by APS together with the required corporate papers / documents.

• Filipino Citizens
  • Duly-accomplished and signed forms
    • APS Online – CAIF, OTSA, SSC
    • Traditional – CAIF, STA
  • 2 valid or government-issued IDs (Any of the following: Driver’s License, Passport, SSS/GSIS ID, Unified Multi-Purpose ID (UMID), Senior Citizen’s Card, Voter’s ID, Government Office ID, PhilHealth Card, Professional Regulation Commission (PRC) ID, Seaman’s Book, OFW ID, OWWA ID, Police or NBI Clearance, Company ID, School ID)
• Overseas Filipino Workers (OFW)
  • Duly-accomplished and signed forms
    • APS Online – CAIF, OTSA, SSC
    • Traditional – CAIF, STA
  • Photocopy of Passport
  • Photocopy of another valid government-issued ID
• Resident Foreign Citizen
  • Duly-accomplished and signed forms
    • APS Online – CAIF, OTSA, SSC
    • Traditional – CAIF, STA
  • Alien Certificate of Registration Identity Card (ACR I-Card), Work Permit from DOLE, or Permanent Resident Visa (PRV)
  • Photocopy of Passport or National Identity Card
• Non-Resident Foreign Citizen
  • Duly-accomplished and signed forms
    • APS Online – CAIF, OTSA, SSC
    • Traditional – CAIF, STA
  • TIN Number (for U.S. Citizens only)
  • Photocopy of Passport
  • Photocopy of another valid government-issued ID
• Corporate / Institutional Clients
  • Duly-accomplished and signed forms
    • APS Online – CAIF, OTSA, SSC
    • Traditional – CAIF, STA
  • Corporate Papers:
    1. Secretary’s Certificate or Board Resolution authorizing the opening of account with APS including the authorized signatories of the corporation for that purpose
    2. Articles of Incorporation and By-Laws
    3. General Information Sheet (GIS)
    4. Latest Audited Financial Statements
    5. Two (2) valid government-issued IDs of the authorized signatories and corporate secretary

• Client must be at least eighteen (18) years of age.

• APS Online: Php 15,000
• Traditional: Php 100,000

• Via cheque deposit to our office.
  • Deposit your cheques at our office any time from 8:00 a.m. to 5:00 pm, Mondays through Fridays.
  • APS Address: 20^thfloor, The Peak Tower, 107 L.P. Leviste St., Salcedo Village, Makati City
• Cheque for pick up
  • Call +632 848 2915 to request for a pick up and provide our personnel with your address.
• Deposit or transfer online to any of our bank accounts.

 Account Name: AP Securities, Incorporated

Bank: Metrobank
Savings Account No. : 174-7-17451430-1

Bank: BDO
Savings Account No. : 00 36 000 00 114

Bank: Security Bank
Savings Account No. : 000 000 530 2367

Bank: RCBC
Savings Account No. : 400 107 9838

Bank: PNB
Combo Account No. : 143 810 004 063

Bank: Bank of Commerce
Account No. : 900 00 00 3288 4

For remittances
Bank: BDO
Dollar Savings Account No. : 1036 0032 8195
Swift Code: BNORPHMM
Branch Address: Ayala Triangle 1, GM-B G/F Tower 1, Ayala Triangle, Ayala Avenue, Makati City,
Philippines
Company Address: 20/F The Peak Tower, 107 L.P. Leviste St., Salcedo Village, Makati City, Philippines

• E-mail APS a copy of your deposit slip or transfer confirmation to online@apsecurities.com.phor fax it to 848 2572.
• Provide the name of the Traditional or APS Online account you want to credit it to.
• Transfer stockholdings from another stock brokerage.
  • You also have the option of transferring the equivalent value in shares of stock listed on the Philippine Stock Exchange to open your online trading account with us.
  • Download form, enter details, then print: Letter of Authorization to Transfer
  • Submit the duly-accomplished and signed form to your broker and to us (Attention: Rhodora Baricaua, Settlement Officer). We will coordinate the transfer with your existing stockbroker and update you via e-mail.
  • Transfer fee from originating broker may vary.
  • APS Transfer Fee: P 75 per stock (regardless of number of shares)
  • For pick up requests, e-mail online@apsecurities.com.phfor addresses within Metro Manila.
• Transfer stockholdings from your Traditional Account with APS to Online or vice versa.
  • Download form, enter details, then print: Letter of Authorization to Transfer (Traditional-Online)
  • Submit duly-accomplished and signed form to our office (Attention: Brian Bangayan, Accounting Officer).
  • For pick up requests, e-mail online@apsecurities.com.phfor addresses within Metro Manila.

APS Online

• Checking of Stock Position and Account Balance
  • You can check your positions and balances by clicking on the “Trading” tab, and on the secondary option, click “View Portfolio”. This will then display a summary of your listed stock positions with its current market value. You can also find your actual cash balance on this summary, along with your potential buying power. Your actual balance shows how much money you have while your buying power shows what is available for purchase after any committed values for posted orders (can be seen under “View Orders”). Your total equity value will display your total net worth by adding both your remaining cash balance and the market value of all your stock positions.
• Payment for Stock Purchases
  • Your cash balance will serve as the payment source for stock purchases. You can only buy as much as what can be purchased with your buying power. Any proceeds generated by any stock sale will automatically be credited back into your cash account.
• What To Do When You Forget Your User Name or Password
  • Click “Forgot User Name”.
    • Enter your registered e-mail address, your last name, and the answer to your security question.
    • Your User Name will be e-mailed to you.
  • Click “Forgot Password”.
    • Enter your User Name and the answer to your security question.
    • A new password will be e-mailed to you.
    • Upon successfully logging in, please change your password. Take note that your new password must have an uppercase letter, a lowercase letter, a symbol, and a number.
  • For Locked-Out Accounts
    • Using your registered e-mail address when you created your online trading account, send a copy of your valid ID and your request for a password reset to online@apsecurities.com.ph.
  • Password Change
    • Go to the “Main” tab and click “Account Info” under it.
    • Enter your old password, preferred new password, and confirm your new password by entering it again. Again, your new password must have an uppercase letter, a lowercase letter, a symbol, and a number.
    • Click “Update Password” when you’re done.
  • Changes in Personal Information
    • Enter desired changes in form before printing: Update in Personal Information
    • Submit the signed form and 1 valid ID to our office at 20th floor, The Peak Tower, 107 L.P. Leviste Street, Salcedo Village, Makati City 1227.
    • For addresses within Metro Manila, please e-mail pick up requests to online@apsecurities.com.ph.
      Upon receipt, we will immediately update your information in our system.
  • Account Status Change
    • Online trading accounts may be temporarily suspended if they meet the following criteria:

      Condition	Duration	Action
      Zero Balance 1	1 month	Account Suspension
      Below Minimum Amount 1	3 months	Account Suspension
      No Activity 2	1 year	Account Suspension

      ¹ For account reactivation requests, e-mail deposit slip to online@apsecurities.com.ph to meet the minimum amount of P 15,000.

      ² For account reactivation requests with sufficient portfolio, e-mail your full name and APS Online User Name to online@apsecurities.com.ph.

       

      Traditional

      • Checking of Stock Position and Balances
        • You may call your designated Account Officer/Sales Trader or the Accounting Department to verify your outstanding stock position and cash balances.
        • Statement of Account (SOA) is regularly delivered to active clients on a monthly basis.
      • Changes in Personal Information
        • APS performs yearly update on the CAIF to reflect changes in the personal information of its clients. You may also inform APS in writing of any changes in your personal information at any given time.

APS Online

• • Extended View
    • On the “Display” drop-down button, there is an “Extended View” option for screens with display resolution of at least 1280 x 800. If you click it, there will be a Quick Trade section on the extended right side of the page wherein you can easily buy and sell stocks with a shortcut to the “Trading” section. There are also shortcut buttons here if you want to immediately view your orders, your trades, or your portfolio. On the left side of the page, an extended Watch List will appear. Stocks that you want to keep track of can be encoded here. To edit the stock data you want to see, you can customize this under the “Tools” drop-down button, in “Market Monitor”. You can also click on the Market Glance if you want to see the movement of the PSEi, the top gainers and top losers, most actively traded stocks, and other market data.
  • • Quotes
      • Under the “Quotes” tab, you can enter the stock code in the “Stock Info”. On that page, there is a buy and sell button that can immediately take you to the Order Page.
      • For the “Main Quote” section, there is a 5-tiered multiple bid pages where you can view several stocks at the same time. There is a bid and ask section where the volume of all the buyers and sellers for a particular stock can be viewed.
      • Under the “Broker Info”, the activity of all the brokers can be found there. The volume of bought and sold stocks, the average price, and value of stocks for each broker is reflected in the Broker Activity. For the Broker Rankings, the brokers are ranked according to their portfolio’s total value. The value of all the stocks they bought, the value of all the stocks they sold, and their net value are also indicated.
      • Under the “Market Stats”, this reflects the Most Active stocks, the Top Gainers, and the Worst Losers based on their last closing price.
      • Under the “Mkt Indices”, the Index Report reflects the changes in the index and the performance of all the sectors under it.

Traditional

• Trading hours are from 9:00 am (Pre-Open) to 3:30 pm Mondays to Fridays, except on holidays. You may call +632 848 2915 during trading hours and your designated Account Officer/Sales Trader or an APS Order Taker will assist you in placing your order.

APS Online

• • Commission: 0.25% or P20 for minimum volume traded, whichever is higher.
  • Other Charges

Example:

Buying – Total fees for buying 20,000 shares of ABC at Php 5.00/share

Selling – Total fees for selling 20,000 shares of ABC at Php 5.20/share

Traditional

• • Commission: Up to 1.50% of the gross amount of transactions.
  • Other Charges

Buying Transactions

Selling Transactions

Minimum Volume Per TradeCollapse

• • Board Lot
    • For Normal Orders, the last adjusted closing price of a stock will determine the minimum lot size (called a ‘Board Lot’, see table below for reference) that the stock can be bought. Any amount higher to it must also be in the same increment with no partial lots.
    • Any change in board lot size will take effect the next trading day.

• • Odd Lot
    • Any amount of shares below the minimum board lot is considered an Odd Lot.
    • Traded in the Odd Lot Board and often priced at a discount to the stock’s market price.
    • Order posting is only allowed during the continuous trading period (9:30 a.m. to 12:00 n.n. and 1:30 p.m. to 3:15 p.m.).
  • • Iceberg
      • A large volume order that is executed into smaller disclosed orders, publicly displaying only the specified portion instead of the full order quantity.
      • The Quantity (‘Qty’) is the total number of shares, while the Disclosed Quantity (‘Disc Qty’) should be at least 10% of the total.
      • Order posting is allowed except during Market Recess and Off-Hours.

• Board Lot
  • For Normal Orders, the last adjusted closing price of a stock will determine the minimum lot size (called a ‘Board Lot’, see table below for reference) that the stock can be bought. Any amount higher to it must also be in the same increment with no partial lots.
  • Any change in board lot size will take effect the next trading day.

• • Odd Lot
    • Any amount of shares below the minimum board lot is considered an Odd Lot.
    • Traded in the Odd Lot Board and often priced at a discount to the stock’s market price.
    • Order posting is only allowed during the continuous trading period (9:30 a.m. to 12:00 n.n. and 1:30 p.m. to 3:15 p.m.).
  • • Iceberg
      • A large volume order that is executed into smaller disclosed orders, publicly displaying only the specified portion instead of the full order quantity.
      • The Quantity (‘Qty’) is the total number of shares, while the Disclosed Quantity (‘Disc Qty’) should be at least 10% of the total.
      • Order posting is allowed except during Market Recess and Off-Hours.

APS Online

• Day
  • Valid until the end of the trading day only.
  • If the order posted is not matched within the day, it will automatically be cancelled.
  • Orders posted after the Market Close at 3:30pm will be queued the next trading day.
• GTW
  • Good ‘Til Week
  • Order is valid and posted in the system for a maximum of seven (7) calendar days, unless it has been matched.
• GTM
  • Good ‘Til Month
  • Order is valid and posted in the system for a maximum of thirty (30) calendar days, unless it has been matched.

Traditional

• Day
  • Valid until the end of the trading day only
  • Orders not matched/done within the day are automatically cancelled by the system
  • Orders posted after the Market Close at 3:30pm will be queued for the next trading day
• GTC
  • Good ‘Til Cancelled
  • Order is valid and posted in the system unless it has been matched/done or cancelled
  • In cases of changes in board lot due to price fluctuations or dividend declarations, orders are automatically cancelled by the system due to price adjustments
• GTD
  • Good ‘Til Date
  • Order is valid and posted in the system until the specified date
• Next Day
  • Order is valid and posted in the system until the next trading day

• Orders can be modified in the “View Orders” section as long as they have not yet been matched.
• No editing of orders during the Market Posting (Pre-Open No-Cancel and Pre-Close No-Cancel) periods and during off-market hours.

• Orders can be cancelled in the “View Orders” section. If the order has been partially filled, you can cancel the unfilled portion only.
• No cancellation of orders during the Market Posting (Pre-Open No-Cancel and Pre-Close No-Cancel) periods.

APS Online

° In the event that the system is down or an error occurs, you can still post your orders by calling our office at (02) 848-2915 and our brokers will execute it for you. This broker-assisted posting of orders is charged 0.25%, same with the online trading.

APS Online

• Buy/Sell Invoices are uploaded on the site on the next trading day after transaction date.
• Clicking ‘Confirm’ will serve as affirmations for the transactions.

Traditional

• Buy/Sell Invoices are confirmations of your done transactions/orders. These invoices are delivered to clients immediately on the next working day after transaction date or T+1.
• Your Account Officer/Sales Trader may also confirm through phone/text/e-mail your done transactions for the day. You may also call APS at +632 848 2915 to confirm your transactions.

Traditional

• Buying Transactions
  • Authorized representatives/messengers of APS are tasked to pick up the check payment for your stock purchases at least one (1) day prior to the settlement date of your transactions (checks are dated on its corresponding due date)
  • You also have the option to deposit the check payment to APS’ designated banks (please refer to “How to Fund Your Account”) on or before the settlement date of your transactions
• Selling Transactions
  • Check payments are issued and delivered to clients at least a day prior to settlement date (checks are dated on its corresponding due date)
  • Client also has the option to leave the selling proceeds in their account upon verbal or written instructions.

• How To Deposit Stock Certificates
  • Download form and enter details before printing: Specimen Signature Card (SSC)
  • Submit the signed SSC, photocopy of your 2 valid IDs, and your duly-endorsed / duly-signed stock certificates to our office at 20^thfloor, The Peak Tower, 107 L.P. Leviste Street, Salcedo Village, Makati City.
  • Personal appearance may be required by certain Stock Transfer Agents.
  • Standard fees by Stock Transfer Offices:

• • Once cleared by the transfer agent, we will credit the shares to your online / traditional account.
• Transferring Stockholdings To Another Broker
  • Download form and enter details before printing: Authorization Letter – Transfer
  • Submit the duly-accomplished and signed form to our office at 20^thfloor, The Peak Tower, 107 L.P. Leviste Street, Salcedo Village, Makati City and the receiving broker.
• Withdrawing the Proceeds from a Stock Sale

APS Online

• Download form and enter details before printing: Fund Withdrawal
• For addresses outside of Metro Manila, e-mail the duly-accomplished and signed form and 1 valid ID to online@apsecurities.com.ph.
• For addresses within Metro Manila, please e-mail pick up requests to online@apsecurities.com.ph.

Traditional

• Submit the original copy of the duly signed letter of instruction to withdraw funds from the account.
• Check payments will be delivered to the client’s registered address on file unless specific instructions are included in the Letter of Intent (LOI).
• Processing of cheque payment is within two (2) business days from date of request.

APS Online

• Internet Browser Compatibility
  • This site is best viewed using Safari 5, Google Chrome, or Mozilla Firefox 4.
• Compatibility of System with Other Gadgets (android, tablets, etc.)
  • The website can be viewed in any android or apple phone or tablet with internet access.
• Internet Connection Speed
  • Website performance dependent on user’s telecommunications provider, type of data connectivity, location, and gadget capability.