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

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

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…..

Google Images

How would you know

which stocks to buy

Google Images

Warning!

Google Images

It’s very dangerous to get

into it without guidance

Google Images

Before Buying and Selling in

Stock Market

Google Images Google Images

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Go to this web address

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Thank you!

How To Open an Account in COL Financial for your Stock Market Investment

Education

Transcript of How To Open an Account in COL Financial for your Stock Market Investment

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