You are on page 1of 35

Using COL Account

Tutorial No. 3
2013 Jun Estravez 1

Want to learn how to buy and sell stocks?


2013 Jun Estravez 2

In this tutorial, I will show you how

2013 Jun Estravez

Go to www.colfinancial.com

2013 Jun Estravez

Log-in to your Account

2013 Jun Estravez

Your COL Account Home page opens

2013 Jun Estravez

Placing an Order

2013 Jun Estravez

I prefer to use the Watch List as starting point


2013 Jun Estravez 8

Click Quotes

2013 Jun Estravez

then click Watch List

2013 Jun Estravez

10

Remember the watch list from the previous tutorial?


2013 Jun Estravez 11

This watch list?

2013 Jun Estravez

12

Click on the ticker of the stock you want to buy or sell

2013 Jun Estravez

13

Ex. MBT

2013 Jun Estravez

14

This page opens

2013 Jun Estravez

15

Click BUY or SELL

2013 Jun Estravez

16

This section opens

2013 Jun Estravez

17

If you clicked BUY, these are the default settings

2013 Jun Estravez

18

You can change the settings by clicking the buttons

2013 Jun Estravez

19

But for this tutorial, we will use the default settings

2013 Jun Estravez

20

Enter # of Shares and Price

2013 Jun Estravez

21

Net Cost must be lower than Cash Balance

2013 Jun Estravez

22

# of Shares must be a multiple of the board lot

2013 Jun Estravez

23

In other words, shares are exactly divisible by the board lot

2013 Jun Estravez

24

Use Last Price for faster processing of order

2013 Jun Estravez

25

Or Use other amount to participate in bidding

2013 Jun Estravez

26

Click Preview Order

2013 Jun Estravez

27

Review your order

2013 Jun Estravez

28

Enter password then click Place Buy Order

2013 Jun Estravez

29

Order Confirmed

2013 Jun Estravez

30

If executed the shares are added to your portfolio


2013 Jun Estravez 31

Procedure for Selling is very much the same


2013 Jun Estravez 32

Just click the SELL Button and follow the same steps
2013 Jun Estravez 33

You can sell a portion or all your Stock Position

2013 Jun Estravez

34

Happy Investing!

2013 Jun Estravez

35