Stock Investing with COL Financial (A Tutorial)

So you’ve decided to invest in the stock market. Congratulations!

Historically, investing in stocks has outperformed investing in bonds, gold or cash over the long term. If you’re new to the world of stock investing, getting started can seem daunting at first. But to make the whole experience quick and hassle-free for you, COL Financial is there to help you take the first steps to build a successful investment portfolio.

COL Financial is perfect for both beginner and advanced investors. It allows you to invest in the industries and companies you want to invest in.

If you’re not heard of COL Financial (formerly Citiseconline) they opened for business in 1999 with a mission to make investing in the stock market easy and helpful for everyone. Today, they are one of the fastest growing online stockbroker in the country. They also offer access to expert opinion and comprehensive research to guide their customers in their investment decisions and help the investor take advantage of stock market opportunities.

COL Financial Review – My Take

I first heard of COL Financial at a Money Summit and Wealth Expo in 2011. That time, I didn’t think of opening an account with time. It was very interesting but I guess it was my lack of knowledge of the stock market that held me back. I was more comfortable with mutual funds since someone else basically managing my money for me. Anyways, currently, I now have a COL Financial account and so far my experience with them has been great so far, and here are the reasons why.

  • Everything is Online. All I needed to access my account is a laptop (or even a cellphone) and a great internet connection. I could see the market moving in real time. I could easily place buy and sell orders (during and after trading hours). I can check on my portfolio any time of the day. What’s great is that I can do all these from anywhere in the world, even when I’m on vacation.
  • Easy and Convenient Transfer of Funds. Thru online banking, it’s been really easy for me to transfer of funds between my bank account and my COL Financial trading account. No filling-up forms or lining up for deposit transactions.
  • User-Friendly Online Platform. It’s really easy to go through the account. It can be confusing at first, that’s why it’s really helpful to go through some tutorial to know what you are looking at the account. But overall, once you get the hang of it, it’s a breeze.
  • NO Required Monthly Funding. While COL Financial requires a minimum of Php 5,000 initial deposit to activate the trading account, I can decide whether to add more on later on. I don’t need to add money regularly (weekly, monthly, etc) to my investments.
  • Minimal Fees. COL Financial charges for buying and selling transaction, but it’s very minimal. No monthly fees too.
  • Great Customer Service. They have been really helpful ever since I applied for a trading account. High response rate. They also organize regular seminars on stock market investing for beginners as well as what you need to know to stay ahead with your investments.

Anyways, for the reasons above, I highly recommend COL Financial to beginner investors and it’s a good start. With that out of the way, let’s get on with the tutorial series.

Let’s learn a little bit more about COL Financial, shall we?

Who Can Open An Account
Requirements and Documents Needed
Choosing Your Account Type
How to Properly Fill Up COL Forms
How to Submit Your COL Forms
How to Fund Your Account
How to Buy Stocks
How to Sell Stocks
Placing Off Hours Order
How to Withdraw Money from COL

Stay awesome everyone!

{Go to the first post: Who Can Open An Account?}

If you have any questions or you’d like to share some investing advice, I’d love to hear from you from the comments below or via my email

photo credit: Travelling a Solitary Road via photopin (license)

COL Financial, Inc. is the recommended Stock Broker of Bro. Bo Sanchez to all his Truly Rich Club members. The TrulyRichClub is a membership Club that he had created to help people achieve Financial Wealth and Spiritual Abundance. It is a private group of individuals who have decided to do something about changing their beliefs and thinking—to gain the abundance mentality they need to change their lives forever. Bro. Bo provides them with the right tools, principles, and strategies to grow in their financial and spiritual life. To join this elite Club, click here.

7 thoughts on “Stock Investing with COL Financial (A Tutorial)

Leave a Reply

Your email address will not be published. Required fields are marked *