First Metro Asset Management Inc

For Individual

The following sections provide a step-by-step guide on how to register in our portal to view your statement of account (SOA) at your convenience.

 

A. Registering for FAMI Portal Access (first-time users)
1. Go to https://portal.fami.com.ph/IDEAL_PORTAL/ and click Register.
2. In the REGISTRATION page, click Individual Account. Then, click next.
3. When the pop-up message “Are you sure you want to continue registration?” appears, click OK.
4. Provide the requested information.  To serve as a guide, copy the exact format and details as shown in the image below. Once all fields are filled out, click Submit. When the pop-up message “Are you sure you want to submit data?” appears, click OK.

IMPORTANT:

  • Middle Name (If Individual Account)
  • Complete Account Name of Primary Account Holder (If Joint)
  • And It should be UPPERCASE

Please note that the abovementioned details should be the same based on your application form. Any inconsistency would result to unsuccessful registration.

5. Select the option on how you would like to receive you One-time Password (OTP) then click next.
6. The OTP shall be sent via the chosen medium. Sample text message provided below.
7. Once you receive your User Name and OTP, type the details in the appropriate field in the portal.
8. After the system has accepted the OTP, it will prompt the investor to immediately change its password. The nominated password should be able to meet all the criteria below.
9. Once password has been successfully changed, a confirmation message shall appear. Click “OK.” The system will automatically redirect the investor into the login page.
10. The investor will receive a confirmation regarding successful registration containing the given Customer ID.

Please note that your User Name is the same as your Customer ID / Client ID / User ID, but different from your FAMI Account Number.

B. Logging into the FAMI Portal
After successfully registering and logging in the portal, enroll your account/s in order to view your investment/s.
The account enrollment process is as follows:
1. Log into the FAMI Portal using your Customer ID, as received via SMS or email, and Password, then click “Login.”
2. Under the “Account Summary” tab, click “View Enrolled Account List.”
3. Click “Click to Enroll New Account.”
4. Provide the requested information. You may refer to the Statement of Account (SOA) or Confirmation Receipt (COR) that were previously sent to you for your Account Number and COR #.
Once all fields are filled out, click “Enroll Your Account”.

To serve as guidance, your SOA is provided below to illustrate where to get the requested information.

C. Downloading Online Statement of Accounts
1. Under “Statement of Account” tab, choose the Account Number for which you would like to generate a SOA.
2. Also choose the specific period of the SOA. By providing this, the generated SOA will contain details of the transaction falling under the specified period.
3. Choose in what form you would like the SOA to be generated, and then click the Download logo.

A pop-up window will appear, regardless whether you choose pdf or xls. If Excel is chosen, the file will automatically be saved in your computer. Check that it has a filename extension .xls.

 

First Metro Asset Management Inc