LET'S GET

STARTED!
www.firstmetrosec.com.ph
www.firstmetrosec.com.ph

WELCOME
ON BOARD!

THE LEAP OF FAITH

As with everything else, taking the first step is always the hardest. The fear, the
excitement, the not-knowing-what-could-happen aspect of it all play a role in the
grand scheme of things. Now that you've gotten your investment journey started,
you might feel a little intimidated.

WHAT'S THE NEXT STEP?

And that's why we're here to guide you through everything that you need to know to
get started. And of course, we want to congratulate you for taking the leap of faith
and trusting us as your chosen partner. We are confident that you will one day take a
look back at this very moment and know that you've made the right choice in taking
this important step towards your financial security.

WHAT'S IN IT FOR ME?

We're glad you asked! With FirstMetroSec, it's #YourFutureFirst. Our online
platform is built to provide you with a fast, powerful, and seamless online trading
experience, with access to the widest range of investment products and solutions.
We have automated chart pattern recognition, the only one in the Philippines, and
other trading tools to help make calculated investment decisions.
 “I MADE MY FIRST
INVESTMENT AT AGE
ELEVEN. I WAS
WASTING MY LIFE
UP UNTIL THEN.”
- WARREN BUFFETT

ARE THERE RISKS INVOLVED?

Unfortunately, yes. Like all good things, there are certain risks involved in
investing and that's why we help you make sure that those risks are minimized.
We also have a wide variety of in-house seminars, workshops, and events, which
you can attend to enhance your knowledge and skills. Our customer service
representatives are available to help you with your account.

ANY TIPS FOR BEGINNERS?

We have a ton, we don't even know where to begin! The number one advice we
can give is to buy good companies you are familiar with. Start by investing small
amounts regularly to minimize risks and maximize potential returns. Second is to
be patient and know that everything will fall into place and pay off. Another is to
become familiar with our website. Our awesome features will be your best friend
on this journey. Discover our research reports, dynamic charts, and daily updates
on our social media platforms. Last is to keep on learning. Visit our website for our
schedule of seminars and events.

In this kit you will learn how to navigate your way through our website and its
many features to help you plan your trade, execute with ease, and maximize
potential investment returns.
HOW TO:
FUND YOUR ACCOUNT
Once you have an active account, fund it with ease through the online bills payment
facilities of Metrobank, PSBank, BDO, BPI, or Landbank, or through a Metrobank over-the-
counter deposit. To learn more about how to fund your account, visit our website,
www.firstmetrosec.com.ph under the GET STARTED tab.

ZERO CHARGES
WHEN YOU FUND
YOUR ACCOUNT VIA
ONLINE BANKING*
Online fees and charges are waived when you fund your
FirstMetroSec online trading account via MetrobankDirect, PSBank
Online Banking, BDO Online Banking, or BPI Express Online. 

*Except Bills Payment made through Landbank

HOW TO:
NAVIGATE THE MAIN PAGE
Welcome to your FIrstMetroSec online trading account!

3 2 3

1. STOCK TICKER
The sea of red and green is exactly what you see in the movies. The stock ticker indicates the stock code (i.e. "TEL" for
PLDT Inc, "ALI" for Ayala Land), its current price, the "volume" or number shares that was bought/sold, and the
brokers who bought and sold the stock. Access this feature through Display > Trades Ticker > On.

2. "FUND MY ACCOUNT" TAB

Aside from online bills payment and over-the-counter deposit through Metrobank, you also have the option to fund
your online trading account using your credit card. Please note that certain charges apply.

3. EXPANDED DISPLAY
The market at a glance. Access this feature through Display > Extended View > On and take full advantage of your
wide monitor. Here you can create your stock market watchlist for up to 30 stocks, do quick trades, access quick links
and monitor the value of your portfolio.

4. MARKET INDEX
The Philippine Stock Exchange Index (PSEi) is the local barometer of the Philippines' top 30 stocks. The chart on the left
represents the movement of the market for the day, indicated by the index level on the right. This index is a good proxy
for the movement of the Philippine market as a whole.
HOW TO:
NAVIGATE THE MAIN PAGE
Welcome to your FIrstMetroSec online trading account!

8 9

5. TODAY'S TECHNICAL EVENTS

A stock screen powered by Recognia, our automated chart pattern recognition tool. The table highlights stocks on the
bullish (up) trend and bearish (down) trend based on technicals. Complement your trading with this powerful but easy-
to-use tool.

6. ACCOUNT BALANCES
An overview of your portfolio. MARKET VALUE: the current value of your stocks plus cash; your UNREALIZED profit or
loss; DAY P/L: Profit/Loss from previous trading day; and your BUYING POWER: how much worth of stocks you can
purchase on your account.

7. STOCK POSITION
The true essence of having an online account, your very own stock portfolio. A summary of the stocks you own, their
current price, and the current best bid and offer. You can quickly trade from this window by clicking on Buy or Sell.

8. ANNOUNCEMENTS
Stay up-to-date with the latest announcements including corporate actions, updates for the investing public,
scheduled maintenance, latest promos, events, and more. 

9. PSE MARKET NEWS

Read the latest company reports from the PSE's official online disclosure portal, www.edge.pse.com.ph
 HOW TO:
TRADE STOCKS
HOW TO BUY AND SELL A STOCK
Proceed to the TRADE tab and click on NEW ORDER. Once
displayed, select whether you are making a BUY or SELL
transaction using the radio buttons. Enter the Stock Code,
Quantity, and Price, then click on preview order and type
in your password to confirm.
PORTFOLIO DISPLAY
To view your portfolio, click on the TRADE tab then on
VIEW PORTFOLIO. You will see your current holdings, their
market value, and whether you have unrealized gains  or
losses. We also have a TRADE CALCULATOR feature to help
you determine how much net profit or loss you will
make on a planned trade, after all the charges are
considered. Proceed to page 13 to see the list of fees and
charges.
DISPLAY ORDERS
Click on the TRADE tab then on OPEN ORDER. Here you
will see the status of transactions, with the legend
displayed on the bottom of the page. For example, letter O
will appear beside the stock name, indicating the order is
OPEN or a PF when it is PARTIALLY FILLED.
MONITORING STOCKS
Check real-time best BID and ASK prices for the stocks you
are watching. Get a general idea of how your  favorite 
stocks are doing. When there are more buyers than sellers,
the stock is generally positive, and vice versa. You can create
up to 5 pages of 6 stocks per page. Access this feature by
clicking on QUOTES > Multiple Bid.
 READ UP ON THE LATEST
COMPANY NEWS THROUGH
OUR RESEARCH REPORTS

FirstMetroSec takes pride in our research analysts, who

work tirelessly to come up with daily, weekly, monthly,
and special reports, to keep you updated and help you
with your investment decisions.

FirstMetroSec recently received six research recognitions

by Hong Kong based AsiaMoney Brokers Poll 2017.  This
acknowledgment strengthens our resolve to provide
online clients with the best, concise, timely and
actionable reports to guide you through your investing
journey. Our Daily Report highlights the latest local,
international and corporate news, and provides a
monthly calendar for economic data and corporate
events. Our Stock Screen, which is updated weekly,
offers four model portfolios, each designed to meet
different investment styles. The stocks are selected from
the top 50 most actively traded securities listed on the
PSE.  An example of our macroeconomic studies is the
Inflation Report, which analyzes the components of the
latest monthly Philippine Inflation, to provide insights
into the state of the economy and financial markets.

Take advantage of our research reports, produced

especially for clients. 
 CHARTING TOOLS
There are two charting tools on our website.  The STATIC CHART provides a quick snapshot of a company's price
history, with basic technical indicators such as the Relative Strength Index, Moving Averages, MACD, and Stochastics.
It works perfectly, even using slow internet speeds.  The DYNAMIC CHART on the other hand, provides a user-
friendly, customizable chart display, with real-time price action. It provides over 70 technical indicators, and the
capability to compare several companies on a single screen. Create your in-depth analysis with research tools and
technical indicators, using modifiable parameters. Chart using various periods, from 1-minute to 1-hour intraday,
to daily, weekly, or monthly.  Add net foreign participation to provide global investor color.

Or sit back and let RECOGNIA do the technical work for you.

NO TIME TO DRAW CHART PATTENS OR
STUDY THE TECHNICAL INDICATORS?
FirstMetroSec is the only online
stockbroker in the country with  Let Recognia teach you technical
EXPERIENCE THE POWER OF Recognia, an automated chart pattern
recognition tool with buy/sell signals
RECOGNIA and support/resistance levels to help
you plan your trades.
Choose a stock, and Recognia instantly
identifies the technical indicators and
patterns, both positive and negative,
and for short, intermediate and long
term timeframes.  Recognia also
indicates support and resistance
levels, as well as targets and cut-loss
prices.  Click on the specific “event” and
Recognia will even teach you what it
is,  give you details of why the event
was triggered, and describe how it is
commonly used in technical analysis.
analysis or help you find your favorite
pattern on a chart.  Or, use the number
of signals on Recognia to show a
developing trend.  For example, when
a stock's bullish technical indicators
outnumber its bearish indicators, this
could suggest that the stock is
generally leaning towards an upswing,
and vice versa.
Recognia is another powerful tool we
offer, to enhance your stock market
trading arsenal. 
 BROKER TRANSFER
To transfer your shares from another broker, simply:

- Visit the website and click on the GET STARTED  > 

 BROKER TRANSFER tab.

- Fill out the "Letter to Transfer Shares from Another

Broker" form.

- Scan the accomplished form and email it to

customerservice@firstmetrosec.com.ph or fax to
(02) 859 0699.

Note: Transfer fee is Php 75 per stock.

The amount will be debited from your stock trading account
or you may pay through online bills payment. 

ACCESS THE COUNTRY'S LEADING MUTUAL

FUND PROVIDERS THROUGH FUNDSMART
1. FundsMart Tab
1 Switch from your stock trading account to
your mutual funds platform by simply clicking
on the FundsMart tab. 

2. RISK ASSESSMENT TEST

Answer a few questions, so that we can
determine your risk tolerance and filter
which investments best suit your needs.   

3. INVESTOR PROFILE
This indicates from the RISK ASSESSMENT
TEST what type of investor you are. To change
this, retake the test.  

4. SUITABLE MUTUAL FUND INVESTMENTS

3 5 2 This tab lists which mutual funds fit your
investor profile, which ones best suit your
4 needs.  
5. INVESTABLE AMOUNT:
This displays how much worth of mutual
funds you can purchase on your account.
6
6. MUTUAL FUND PROVIDERS
List of the mutual fund providers available
through FundsMart. We currently carry the 6
leading mutual fund houses in the country.
We put the FUNd in FundsMart

F ilter and sort the mutual

funds using performance, suitable funds based  
on your risk profile, fund type, currency, or fund
provider. We made sure to make investing as
personally-fit as possible to your needs. FundSmart
enables you to sort and select mutual funds with
ease, comparing your favorite mutual fund with its
peers. It is possible, for example, for an Aggressive-
rated investor to see high-risk high return mutual
funds sorted by previous performance of up to 5
years.

U fund profile. You can view its current top holdings,

nderstand a specific mutual fund better through  its

the minimum holding period, its Net Asset Value Per

Share (NAVPS), minimum and additional investment,
fund type, and a take a quick glance at its performance
chart. The risk rating is indicated on the right corner,
with 5 being the highest on the scale.

N
avigate your way to investing in mutual funds. 
Proceed to the INVEST tab and click on NEW
INSTRUCTION. Similar to investing in stocks, choose to
SUBSCRIBE or REDEEM. Once chosen, indicate which
fund you will invest in and the amount.  A FUND GUIDE
tab is provided for your easy reference.

D the INVEST tab then VIEW PORTFOLIO. The page

isplay your current mutual funds portfolio through

will display your current holdings and market value. If

you want to subscribe (buy) to more shares, you can
easily do so by clicking on the SUB button on the left
side of the fund, or the RDM button if you want to
redeem (sell).
 SPEND ON WHAT'S TRULY REWARDING
USING YOUR CREDIT CARD!

Funding your online trading account has never

been faster or easier. You can now  fund your
account using your credit card. Simply click on the
FUND MY ACCOUNT tab and choose
the CREDIT/DEBIT CARD option. Note that
transaction costs will apply. 

To learn more about this feature, our FUNDING

THROUGH CREDIT CARD FAQs are available on
the website.

STOCK MARKET BASICS

TRADING HOURS
9:00 am Pre-Open Auction Period
9:15 am  Pre-Open No-Cancel Period
9:30 am  Opening Period - Continuous Trading
12:00 nn  Market Recess
1:30 pm  Continuous Trading
3:15 pm  Pre-Close Auction Period
3:18 pm  Pre-Close No-Cancel Period
3:20 pm  Closing Period - Run-off/Trading-at-Last
3:30 pm  Market Close

TRANSACTION FEES
BUY SELL
Broker's Commission 0.25% + 12% VAT 0.25% + 12% VAT
Stock Transaction Tax - 0.6%
SCCP Fee  0.01% 0.01%
TAKE ADVANTAGE OF
OUR SEMINARS
MARKET EDUCATION
From the very basics of financial
literacy to building your own trading
system, our newbie and advanced
investors alike have a wide array of
seminars to choose from. Our most
popular Basic Education on Stock
Trading (BEST) and the Guided
Investor, Fearless Trader (GIFT)
Learning Series have already gained
traction and are becoming popular
household names. Geographic
restrictions are no longer a problem
since we have started doing a series
of webinars and Facebook Live
sessions, creating a broader
audience reach here and abroad.
Sign up for one of our seminars
today!
 Create a full-blown diversified portfolio
with peso and dollar denominated
investments. Take advantage of
the current market situation and
CREATE A MULTI-CURRENCY leverage between the peso and dollar
to maximize potential returns. And then,
PORTFOLIO WITH DOLLAR invest your dollars in stocks and mutual
funds.
DENOMINATED SECURITIES
AND MUTUAL FUNDS To know more about this feature,
visit the Dollar Denominated Securities
(DDS) FAQs on our website,
www.firstmetrosec.com.ph, or email
our Customer Support Team at
customerservice@firstmetrosec.com.ph
 U R FR IE N DS
IN V ITE YO
A N O N L IN E
TO O P EN
G AC C O U N T
TRA DIN
A SY ST EP S !
IN 5 E
1 CREATE YOUR USERNAME
AND PASSWORD

2 ENTER YOUR PERSONAL

INFORMATION

3 INDICATE YOUR SETTLEMENT

BANK ACCOUNT
Bank account number will be used for crediting of funds

4 VERIFY YOUR E-MAIL

5 TAKE A PICTURE OF YOUR

GOVERNMENT-ISSUED ID AND
SPECIMEN SIGNATURE
CARDS AND SEND.

Visit www.firstmetrosec.com.ph
and click OPEN AN ACCOUNT
STOCKS • MUTUAL FUNDS • MORE
www.firstmetrosec.com.ph