If you put money in your FAMI mutual funds on a monthly basis like I do, it will become harder to monitor them. I was wrong to think that the monitoring can be done in Metrobank Direct. This system of Metrobank is not user-friendly, I know investment is a separate entity from the bank, but from a normal person's point of view, they're all Metrobank!
Personally, I keep a spreadsheet of my funds where I record each time I receive the acknowledgement receipt how many shares I've bought and at what cost, then I input formula to automate the computations. It's a fun exercise actually, but it's also quite convenient to have an online monitoring for my FAMI account.
Good news is if you opened a stock trading in account in First Metro securities (FMSBC), you can also monitor your FAMI Mutual funds there. I have a Save and Learn Equity Fund (SALEF) and Save and Learn Fixed Income Fund (SALFIF).
After you have downloaded the form, you then print it and and fill it up.
To get your FAMI Account Code, look at one of your FAMI acknowledgement receipts. It is placed at the upper right corner with the label "Acct. Code".
To get your FMSBC Account Code, login in First Metro Sec website. Click "My Profile" and find your Account Code there, mine has a pattern like this: OTAXXXX.
2. You can either Email a scanned copy or fax it. Personally, it's more convenient for me to use email.
Email the scanned copy to fami@firstmetro.com.ph CC customerservice@firstmetrosec.com.ph
or
Fax it to FAMI 816-0467 copy FMSBC 859-0699
That's it. Wait for a few business days and you'll see your FAMI accounts in your FMSBC online account. You can check the "FAMI" link in your First Metro Sec account after a day or two to see if your account has been linked.
Personally, I keep a spreadsheet of my funds where I record each time I receive the acknowledgement receipt how many shares I've bought and at what cost, then I input formula to automate the computations. It's a fun exercise actually, but it's also quite convenient to have an online monitoring for my FAMI account.
Good news is if you opened a stock trading in account in First Metro securities (FMSBC), you can also monitor your FAMI Mutual funds there. I have a Save and Learn Equity Fund (SALEF) and Save and Learn Fixed Income Fund (SALFIF).
Instructions in Linking your FAMI and First Metro Account:
1. Login to your First Metro Sec account. Go to Forms and click "Link FAMI Account to FirstMetroSec". You can also directly download the form here for convenience.
After you have downloaded the form, you then print it and and fill it up.
To get your FAMI Account Code, look at one of your FAMI acknowledgement receipts. It is placed at the upper right corner with the label "Acct. Code".
To get your FMSBC Account Code, login in First Metro Sec website. Click "My Profile" and find your Account Code there, mine has a pattern like this: OTAXXXX.
2. You can either Email a scanned copy or fax it. Personally, it's more convenient for me to use email.
Email the scanned copy to fami@firstmetro.com.ph CC customerservice@firstmetrosec.com.ph
or
Fax it to FAMI 816-0467 copy FMSBC 859-0699
That's it. Wait for a few business days and you'll see your FAMI accounts in your FMSBC online account. You can check the "FAMI" link in your First Metro Sec account after a day or two to see if your account has been linked.
