How do I check my stock positions and account balances? COL. 2. This request may be verified by a An option to use a 4 to 6 digit TRADING PIN CODE will be enacted when validating Orders. There are no monthly fees for COLFinancial. 4. COLFinancial At-the-Close Order, How If your equity percentage falls below 50%, your ability to purchase more stocks is halted up until this percentage can be the best asking price or seller for the stock. Always check if you still have pending orders - remember that the value of a pending or posted order is automatically deducted from your Furthermore you can use the WATCHLIST under the QUOTES tab to bring up a table wherein you can input a list of stocks to monitor. Good til Cancelled, or GTC, is used to refer to an order to buy or sell a stock at a set price that remains in effect until the investor cancels the order or the trade is completed. You can use your Portfolio Page to monitor your margin balances: For each of the above three items it will be displayed in its Actual and Available values. click on the 'Place Order' BUTTON. Please be reminded that you are no longer required to fax or email your payment slip. Exchange with the price equivalent to the price of the stock during What is a Posted Order, Matched Order and a Partially Filled Order? (weekly, monthly and quarterly), Determine your investment period. Press on the GTC selector then enter the Stock Code, Number of Shares, and Price then press on the Preview Order button An order with a good-til-canceled (GTC) time in force keeps the order working until it executes or you cancel it. If it's a Day Order, your order needs to be executed at the end of the market day, otherwise it will be cancelled. Buying Power Cash With its experience in servicing experienced investors looking for more convenient ways of stock trading, COL Financial is well-poised to drive the development of the online trading investor market in confluence with the increased penetration of internet access, broadband services and increasingly tech-savvy investing public. Fill it out and send Increased Profit Potential - Enjoy a greater return on your investment capital by taking advantage of investment opportunities in the market, even if the cash is not immediately available. A posted order, even if it is not filled will temporarily lock out your available cash as it reserves it for that transaction. as follows: Note that the Order Confirmation notice will also show the Term and Valid Until values correspondingly. to our Business Center at 2403-B East Tower PSE Center, Exchange Road, Ortigas Center, Pasig City. For Starter accounts, the minimum deposit is Php1,000. You can post selling of shares of up to that available shares and this will be deducted from your uncommitted number of shares. will automatically be credited into the customer`s cash account. You can call our Customer Service Department at (632) 6-515-888 and ask our agents for assistance in posting your order. sufficient funds or stocks will be sent to the market for execution with a price The function is located just under your "Change Password" function. even if the cash is not immediately available. Check that the name on the stock certificates is the same with your COLFinancial`s account, Names on the stock certificate can only be transferred to accounts with the same name, Check to make sure that there is a signature at the back of your stock certificate, Your signature cards must show the same signature as your certificates, Acquire a signature card at our business center. 3.046 rounded to hundredths is 3.05 (because the next digit, 6, is 5 or more). What is the criteria used to determine COL`s list of premium growth stocks? Click on the 'Trade/Portfolio' tab. Thereafter please click on the Preview Order button to review and verify your order. You enter an order by filling out the order entry box with the stock code, number of shares you wish to buy or sell, and then the price you wish to trade. Yes. view your ATC order while the market is open, click on the 'View/Modify Order' option. and minimizes risk by providing you a list of companies to invest in which were carefully selected by COL`s seasoned financial If I sell a stock position today, can I use the proceeds to buy immediately? Yes.                                         Select the ATC option from the Term selection. Notice that a Buy order is highlighted in green and a Sell order is highlighted in red. ATC orders are indicated by an ATC value under the Term column under the 6. Minimum Portfolio Balance: P1,000 for Starter (borrowed funds). ATO and ATC orders have been launched in addition to already familiar Day, GTC, IOC and FOK orders.. ATO (At-The-Open Order) - An order to buy or sell a stock at the opening price. It reduces market price risk and volatility. Total = P268.80, *Non-bank transfer agents charge a VAT of 12%. Over the years, it has developed a full sweep of services to empower the retail investor. If you wish to place an order during these periods please use the Off-hours Order. You can find and edit your account information by logging into your COL account and under the HOME tab, You will This minimum lot size is called a Board Lot (see table below). traded and often at a discount to the stocks market price. The BDO option`s charges and transaction days may vary per remitting bank/ center. For credit to COL account at the next banking day: IMPORTANT: Please indicate the COL ACCOUNT HOLDER`S NAME and COL ACCOUNT NUMBER when making payments to ensure proper and timely credit to your account. What types of securities can I trade through COLFinancial? Green indicates the stock is trading higher than the previous day`s close. After you have updated your password, you will be requested to re-log into your account using your new password. E-mail - helpdesk@COLFinancial.com (P100 transfer fee + P40 cancellation fee) + P16.80 VAT = P156.80, Lodgement of 2 different stocks with 1 certificate each Yes, you can still view the site and trade using your COL account but your account will just be treated as a regular cash account. You must cancel your posted order first to reinstate your uncommitted share balance before You can check your positions and balances by clicking on the upper menu option TRADE then clicking on the secondary option called PORTFOLIO. COL charges the lowest-allowable cancelled/modified during (9:15AM-9:30 AM). For orders during market Convenience - You can borrow at any time once your COL X2 account is approved and in place - no additional forms or applications are required. Cost averaging is a wealth-building strategy that involves investing a fixed amount of money at regular intervals over a period of time. Remember that trading time starts at 9:30 AM and ends at 12:10 PM. The interest charges are accrued based on the prevailing interest rate, mandated by COL. If you are a buyer, and would want to buy a stock immediately then you could enter a buying order at the best selling price or higher. Click here for instructions ››, Option 3: Banco de Oro (BDO) A transfer fee of P75.00 per stock (regardless of number of shares) will be charged by the issuing broker The stop-loss effectively triggers a market order to buy or … What are the fees charged for executing trades? Please send the request via fax at (632) 636-3512 or email at helpdesk@colfinancial.com. sa mga COL users, pagmag-set po ako ng stop loss. You can find the list of eligible stocks under the following sections: Quotes-> Stock Info-> Stock Symbols It could be possible that you have had posted an order already committing your shares or cash and this is preventing you from posting a new order. You can access the Java Help Resources for further questions and concerns. Any individual(s) of legal age of any nationality or legitimate corporation may apply for a COLFinancial account. Click on the 'Trade/Portfolio' tab. Unlike the day order that expires by the end of the day, a market order stays open until it is canceled. We explain these two below. Stock Transfer form from our website under HOME>Forms and send the original copy to our Operations Department at Margin Equity You may submit the duly endorsed stock certificates Stock B (P100 transfer fee + P20 cancellation fee) + P14.40 VAT = P134.40 Log-in to your account at COLFinancial.com. This can be charged to your COLFinancial account provided it has enough available cash balance. percentage above 50%. 7. This is similar to a stock position being sold - once posted. 14.Your much money you have while your buying power shows what is available for purchase after any committed values for posted orders. Stocks which are eligible for margin. An accounts margin facility will thereby remain suspended until How can I transfer my stock positions to another broker from COLFinancial? For a full breakdown of the fees, please click to Trading and Handling Fees. Please be informed that effective August 1, 2017 COL Financial will enact upgrades in account security. purchased on margin) as it sees fit to cover the margin loan. to confirm when your check will be ready for pick up. There are no withdrawal fees. When depositing your stock certificates, here is what you should do: Lodgement of 1 certificate of Stock A How does margin financing or the COL X2 account work? What shares of stock and how many shares can I buy using my COL X2 account? then send the completed and signed forms together with the required documents to our office address. For Mac users you can find it under "System Preferences". Notification system - reminds all customers through e-mail when it is time to fund their EIP portfolios and when it is almost time to buy shares for their EIP investment stocks. GTC orders cannot be entered/modified/cancelled during off hours as the Exchange needs to be open to accept and validate GTC order requests. You will always be asked to re-enter your password A GTC order, which stands for “Good Till Canceled” is an order form used by traders and investors. stocks or sell securities in your account to cover the loan. Please note that odd lot orders ATC orders are indicated by an ATC value under the Term column. and by providing a list of "Premium Growth Stocks" that an investor can choose from. Funds obtained on margin are considered a loan secured by your portfolio, You must repay COL the amount of money you borrowed on margin, regardless of the underlying value of the stocks you purchased. GTC orders remain active until either executed in the market or canceled by the client, although most brokers cancel them between 30 and 90 days. Thus in the example above of MEG the quote is: buying at 1.99 and selling at 2.00. Turning off memory resident programs such as Yahoo Messenger, MSN Messenger, ICQ etc. All account information is updated on the evening of the same trading day. Represents the total amount of borrowings. For further inquires please contact our Customer Service Representatives at (632) 6-515-888. Automatically updates and computes your portfolio value. When you login to our website you are always in a `secure session` - you can tell this by looking for a padlock displayed (Note: Local check payments for initial deposits will still observe 3 days clearing time). Once logged in, proceed to the HOME page and click on the CHANGE PROFILE link located on the third level of the function bar. If you’re using COL Financial (CitisecOnline), you probably have seen additional trading options: GTC and ATC orders. Open Orders column. You can post a price that is lower than the selling price in an attempt to get a better price, but you take a chance of not getting your order filled if no seller Margin Loan (click here for BDO`s website) Existing COL customers with a total account equity of at least Php200,000 and above are eligible to apply for the COL X2 account. Our address is: COL Financial Group, Inc. ATC orders are indicated by an ATC value under the Term column of the For Plus accounts, the minimum deposit is Php25,000. ATC orders only require view your ATC order while the market is closed, click on the 'Off-hours Tell us immediately if you think these may have been disclosed to someone else. Off-hours orders will be collected on a first come first serve basis, and will be sent to the Exchange for posting on a first in If GTC orders can only be stock market. Go to the View / Modify Open Orders Window (Trade/Portfolio->View/Modify Order), then click on either the option to cancel or change, Click here for instructions ››, For credit to COL account within 24 hours (excluding public holidays and weekends). Electronic transfers are accomplished in one to We filter through the different companies by appraising their qualifications to fit the Your order entry form now has an additional row labeled Term with three options: ATO, GTC, … G - Growing Industry All orders will be governed by the Exchange`s order regulations. COL Financial offers a host of online trading and information services, among which are: Our contact numbers are as follows: Yellow means the stock is unchanged from the previous closing price. from other developer`s websites like www.java.com to run ticker and charting programs. There are no penalty fees or extra surcharges if you sell your stocks before the specified end date of your investment period. We have 3 options for you to choose from. 3. Forms of payment can be in cash or check. effectively bringing the average purchase cost down. Should it be immediately after I am reminded of my next investmnent date? If an order is partially filled, only the unfilled portion can be revised or cancelled. COL Financial either by a signed letter or email using your original email address to request for its change. Scheduled Orders heading. Our login process provides another layer of security. and our website is encrypted and even if it falls into the hands of a third party, it is virtually impossible to decipher. the longer the investment period, the more opportunity for greater compounded earnings. The only costs involved for every EIP transaction are the standard trading fees in buying and selling stocks. in your browser and checking that the website address starts with `https`. You have just entered your ATC order. would be willing to sell it to you at that price. A triggered Multi-Contingent order follows the same process flow as a triggered Contingent order. COL can change the margin requirements for any security without prior notice. Marginable Stocks This means that you will always be You may contact our Customer Service Hotline at 6-333-777 or email at helpdesk@colfinancial.com. We do this to further help you secure your Provides streaming quotes, For the premier investor. margin rating into the stock grants you the ability to use 100% of its doubling capacity. EIP portfolio tracker - accessible 24/7 to view and track your investments. 12.When How does COL EIP make cost-averaging easy and convenient for me? We will then send an email with your log-in details to your registered email address for you to access your COL account. However, you may be charged for the following: Withdrawn funds will be received based on three (3) factors: For Joint AND and Corporate accounts, you can use the Online Withdrawal Facility however an additional requirement of a scanned copy of a signed withdrawal form is needed to complete your withdrawal request. To transfer your stockholdings from COLFinancial to another broker electronically, please download and fill-up the Request for Click on the "Add" buttons and enter https://*.colfinancial.com then click "OK". This condition will trigger a Margin Alert via email and a notification in your Trade/Portfolio to immediately payoff one`s margin loan within 24-hours by depositing additional funds and/or marginable stocks or sell stocks. The account holder may deposit additional funds, deposit marginable stocks or sell stocks to Once you see your account has funds for trading you can immediately begin trading. COL does not prohibit you nor prevent you from liquidating your investments. An order to cancel will also be followed by a confirmation screen which will ask you to re-enter your password for verification. 4. Non-marginable Stocks Philippine Stock Exchange Center, Exchange Rd. Margin Suspension Your attempt to buy or sell may have exceeded or surpassed your credit. To read a quote you first read out the best buying price and the best selling price. There are no restrictions on place of residence. How can I check the status of my withdrawal request? Orders can only be canceled on the Nasdaq between 4 a.m. and 8 p.m. EST on normal trading days. A new password code will then be sent to your registered email address. Lodgement fee (Depositing a Stock Certificate) - A Lodging fee of Php120 + VAT per stock will be charged with an additional Php20 + VAT per certificate of the same stock after the first certificate. This is also useful for busy investors since you can conveniently create a buy order at night. The following changes/updates will be implemented accordingly: 1) Use of STRONG PASSWORDS It also allows real-time execution of trades, which is the best practice in the local online trading industry. It is also important to send us your receipt at remit@colfinancial.com. Cost-averaging also maximizes the compounding gains over a period of time and eliminates the need to decide when to buy and at what price. What services are offered by COL Financial? stand for in Order? Select the 'Off-hours Order' option. 1605 Philippines. A customer`s cash account with COLFinancial will serve as the payment source for stock purchases. However some browsers may need some additional downloads Total account equity is computed by totaling the market value of all your stocks that are fully paid plus adding remaining cash. PSE suspended stocks cannot be traded as long as the If you forgot your password you can request for a password reset by following the process below: You can change your password through the following manner: You can now fund your COL Account through any of the following options: Option 1: Online Banking via Bills Payment must follow the Exchange's order regulations on cancellations and modifications. Any amount of shares not wholly divisible by a minimum board lot is considered an Odd lot. 1. There are two instances when this might occur: Yes. Print and sign off on two (2) copies the COL Margin Facility Agreement. privileges and returns an account back to a cash account status. How much time will I need to regularly spend in order to manage my investment efficiently? Philippine Depository & Trust Corp (PDTC) for custody, which can take between a week to several weeks depending on the There are many important benefits to using the cost averaging method. In this example, it is Monday, June 1 and you want to buy 100 shares of XYZ, which is currently at 127.38 and you want the order to keep working until it fills. Click on the TRADE/PORTFOLIO tab then click on TRADING HISTORY, then fill up your requested details under Completed Trades and press the COMPLETED TRADES button. Visit any of our partner bank branch and fill-out a payment slip. Your check will be EIP function 2 ) copies the COL margin Facility Agreement protects you from by... It also allows real-time execution of trades, which stands for “ good till canceled is! Application as it summarizes the most recent trades and may show where the action is can access account... Routed to the PSE and COLFinancial or between the PSE may suspend stocks from trading due to various reasons i.e. Account must own to back up your margin loan can enter Odd lot board which are not matched 30! Order ) out the purchase of stocks in small amounts rather than in one-time! 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