Download - Using Col Account Tutorial 3
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Using COL Account
© 2013 Jun Estravez 1
Tutorial No. 3
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Want to learn
how to buy and sell stocks?
© 2013 Jun Estravez 2
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In this tutorial,
I will show you how
© 2013 Jun Estravez 3
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Go to
www.colfinancial.com
© 2013 Jun Estravez 4
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Log-in to your Account
© 2013 Jun Estravez 5
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Your COL Account
Home page opens
© 2013 Jun Estravez 6
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Placing an Order
© 2013 Jun Estravez 7
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I prefer to use
the Watch List as
starting point
© 2013 Jun Estravez 8
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Click Quotes
© 2013 Jun Estravez 9
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then click Watch List
© 2013 Jun Estravez 10
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Remember the
watch list from the previous tutorial?
© 2013 Jun Estravez 11
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This watch list?
© 2013 Jun Estravez 12
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Click on the ticker of
the stock you want to buy or sell
© 2013 Jun Estravez 13
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Ex. MBT
© 2013 Jun Estravez 14
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This page opens
© 2013 Jun Estravez 15
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Click BUY or SELL
© 2013 Jun Estravez 16
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This section opens
© 2013 Jun Estravez 17
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If you clicked BUY, these
are the default settings
© 2013 Jun Estravez 18
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You can change the
settings by clicking the buttons
© 2013 Jun Estravez 19
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But for this tutorial,
we will use the default settings
© 2013 Jun Estravez 20
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Enter # of Shares
and Price
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Net Cost must be lower
than Cash Balance
© 2013 Jun Estravez 22
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# of Shares must be a
multiple of the board lot
© 2013 Jun Estravez 23
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In other words, shares
are exactly divisible by the board lot
© 2013 Jun Estravez 24
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Use Last Price for faster
processing of order
© 2013 Jun Estravez 25
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Or Use other amount to
participate in bidding
© 2013 Jun Estravez 26
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Click Preview Order
© 2013 Jun Estravez 27
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Review your order
© 2013 Jun Estravez 28
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Enter password then
click Place Buy Order
© 2013 Jun Estravez 29
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Order Confirmed
© 2013 Jun Estravez 30
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If executed the
shares are added
to your portfolio
© 2013 Jun Estravez 31
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Procedure for
Selling is very much
the same
© 2013 Jun Estravez 32
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Just click the SELL
Button and follow the
same steps
© 2013 Jun Estravez 33
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You can sell a portion
or all your Stock Position
© 2013 Jun Estravez 34
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Happy Investing!
© 2013 Jun Estravez 35