how to open an account in col financial for your stock market investment

How To Open an Account

in COL Financial

for your

Stock Market Investment

Erma_Teodocio_How To Open an Account in COL Financial

https://www.colfinancial.com/ape/Final2/home/HOME_NL.asp

You are on this screen


Click here


Click Here


4 Steps to Open an Account


1- Choose an

Account for You


Choose COL Easy

Investment Program


2- Forms and

Requirements



Click the here to Download

Forms

Print downloaded

forms and fill up

legibly


Customer Account

Information Form


Online Securities Agreement (4 pages)


Signature Cards (2 copies must be submitted)


Attached Requirements to

Application Form


3- Submit Forms

and Requirements (via personal or through mail)


Submit To:


COL Financial will

communicate with you

once your application is

received


4-Fund Your Account


Check your email


COL Financials (formerly

CitisecOnline)

Email acknowledging that

your account is approved


*It is IMPORTANT to indicate your COL ACCOUNT NAME and COL ACCOUNT NUMBER when making payments to ensure proper and timely credit to your account.

Funding Option


Email to COL

Financial once

you fund your

account


Attached in email

Deposit Slip or

online

confirmation

number Erma_Teodocio_How To Open an Account in COL Financial

COL Financial will email

you once Funding is

verified



Once account is processed,

COL Financial will email

your Account Activation

COL Financials (formerly

CitisecOnline)

You can now log-in to

your account


Type your account number,

password and click log-in


How to Buy and Sell

stocks


Google Images

Click Trade tab to navigate


Click Enter Order tab


This appear


How to buy

stocks


Click here to Buy


This appear when you type

Stock Code to Buy


Type number of shares

and ask price


Click Preview order


This appear



Type your password


Click Place Buy Order to

complete your Buying transaction

How to sell

stocks online


Click here to Sell


This appear when you type

Stock Code to Sell


Type number of shares and bid

or ask price


Click Preview Order


This appear


Type your password


Click Place Sell Order to

complete your Selling

transaction


Acknowledgement of your

Buy and Sell Transaction



COL Financial will email too

your Trading Confirmation

Hmmm…..


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How would you know

which stocks to buy


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Warning!


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It’s very dangerous to get

into it without guidance


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Before Buying and Selling in

Stock Market

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Go to this web address


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Happy Investing

Thank you!


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