Tips

How to open a UITF account on Metrobank Online

It only takes a few steps to start your investment journey. You can now open a Unit Investment Trust Fund (UITF) investment account at your convenience on Metrobank Online.

Step 1: Log in to Metrobank Online and click “UITF” under the “Investments” menu.

Step 2: Watch the video to learn more about UITFs, then review and accept the investment disclosure agreement.

Step 3: Fill out the required customer information fields, review the data privacy policy, and click “Confirm.”

Step 4: Complete the Suitability Assessment Questionnaire and agree to the trustor/principal acknowledgment to view your risk profile.

Step 5: Click “Open UITF” and select a settlement account for your investment.

Step 6: Click “Invest” to get started.

Note: UITF online account opening is currently available to existing Metrobank solo / individual deposit account holders.

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