Using COL Account

© 2013 Jun Estravez 1

Tutorial No. 3

Want to learn

how to buy and sell stocks?

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In this tutorial,

I will show you how

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Go to

www.colfinancial.com

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Log-in to your Account

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Your COL Account

Home page opens

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Placing an Order

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I prefer to use

the Watch List as

starting point

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Click Quotes

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then click Watch List

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Remember the

watch list from the previous tutorial?

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This watch list?

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Click on the ticker of

the stock you want to buy or sell

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Ex. MBT

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This page opens

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Click BUY or SELL

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This section opens

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If you clicked BUY, these

are the default settings

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You can change the

settings by clicking the buttons

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But for this tutorial,

we will use the default settings

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Enter # of Shares

and Price

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Net Cost must be lower

than Cash Balance

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# of Shares must be a

multiple of the board lot

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In other words, shares

are exactly divisible by the board lot

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Use Last Price for faster

processing of order

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Or Use other amount to

participate in bidding

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Click Preview Order

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Review your order

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Enter password then

click Place Buy Order

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Order Confirmed

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If executed the

shares are added

to your portfolio

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Procedure for

Selling is very much

the same

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Just click the SELL

Button and follow the

same steps

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You can sell a portion

or all your Stock Position

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Happy Investing!

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