Here’s your step-by-step guide on how to open a PSE EASy account online. PSE EASy is essential for active investors in the Philippine stock market, as it provides convenient access to IPOs.
Many readers and followers have asked me about other ways to subscribe to IPOs, including REITs. This post is for you. With PSE EASy, investors can easily subscribe to upcoming Initial Public Offerings, whether for REITs or new stock offerings from companies.
What is PSE EASy?
PSE EASy stands for the Philippine Stock Exchange Electronic Allocation System. It is an online platform launched by the Philippine Stock Exchange (PSE) in 2019 to provide Local Small Investors (LSIs) with better access to Initial Public Offerings.
Benefits of Having a PSE Easy Account
- Easy Access for Retail Investors – You don’t need to be very wealthy to subscribe to an IPO of a company you’re interested in investing in. Retail investors can subscribe to LSI shares (Local Small Investors), because ten percent of an IPO is allocated for LSI shares.
- Can Be Linked to Trading Account – Using PSE EASy allows investors to subscribe to an IPO conveniently, as trading platforms can be linked to their PSE EASy account. Investors will see the new shares on their trading platform after a successful subscription.
- Accessible Through a Mobile App – PSE EASy is available on both desktop and mobile. You can download the official app from the Apple App Store or Google Play Store.
How to Open a PSE EASy Account Online:
1. Sign up for an account through the PSE EASy website
Create your account on the PSE EASy website by selecting the SIGN UP button. You can also register via the mobile app, available on Google Play for Android users and the App Store for iOS device users.
2. Encode Your Profile Details and Upload Your Photo
Ensure that all details match the information on your stockbroker trading platform, including your name, birthdate, Tax Identification Number (TIN), address, and phone numbers.
Don’t forget to upload your photo — don’t be shy!
3. Accept the Terms of Use and Check the Boxes
Read, understand, and agree to the Terms of Use. It’s important to familiarize yourself with the platform’s guidelines and policies.
4. Click the SAVE Button to Confirm Your Submission
Before clicking the SAVE button, double-check all the details you’ve provided. Ensure everything is accurate and honest.
5. Verify Your Account
After successfully creating your PSE EASy account, verify it by clicking the link sent to your email. This step confirms that the email belongs to you.
6. Add Your Stockbroker
Add your stockbroker — this refers to your trading participant or trading platform in the Philippines. Examples include COL Financial, BDO Securities, First Metro Sec Pro, BPI Trade, Philstocks, and others.
7. Wait for a validation from your stockbroker through email
After verifying your PSE EASy account, it will still be pending validation by your stockbroker. Wait for a confirmation email from your stockbroker.
The confirmation email will contain a Validation Number, which serves as an essential identification code for your trading platform.
That’s it! Once everything is set, you can conveniently start subscribing during initial public offerings.
How to Create PSE EASy Account Using a Mobile App
- Download the PSE EASy App on the App Store or Google Play
- Sign up for an account
- Provide your accurate personal details
- Agree to the Terms of Use
- Save and submit your application
- Wait for a validation from your stockbroker
How to Link Your PSE EASy Account to BDO Securities, COL Financial, BPI Trade, First Metro Sec, Philstocks?
After successfully confirming your PSE EASy account, the next step is to validate your stockbroker trading account. Your stockbroker will send a validation number to your registered email. Follow the instructions provided to validate and link your trading account to your PSE EASy account.
Helpful Stock Market Guides:
- Best ETF to Invest in the Philippines in 2025
- Top 7 Reasons Why You Should Invest in DD REIT
- Best Dividend-Paying Stocks in the Philippines
Disclaimer: This article is for informational purposes only and should not be considered professional investment advice. All investments carry risks and may result in financial loss. It is important to conduct your own research or consult with a qualified expert before making any investment decisions. The data presented may change at any time. We are not connected to or affiliated with any of the companies mentioned in this article.
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