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Knowledge base
Announcements
COL Events
1
COL Strategic Growth (CSG) fund now available
PSE Trading Announcements
6
Non-Trading Days for December 2024 and January 2025
New Shortened Settlement Cycle starting August 24, 2023
Updated Trading Hours
PSE Amendment of Circuit Breaker Rules
Trading Advisory: No Trading on May 1, 2025
View all 6
IT Updates
1
Advisory: Website inaccessible from May 16 (10:30pm) till May 18 (10:30pm)
COL Services
4
COL website will be unavailable from 10:30 PM Monday, February 10, 2025 to 07:00 AM on Tuesday, February 11, 2025
Contact Us
Advisory: Cut-off for Deposits and Withdrawal Requests
COL website will be unavailable from 11:00 PM Friday, January 17, 2025 to 11:00 PM on Sunday, January 19, 2025
Special Updates
1
Basic Account Navigation Manual
All About COL Financial
History and Services
4
About us
What services are offered by COL Financial?
How do I get to try COL Financial's services?
Online Securities Trading Agreement
How to Contact COL Financial
3
How do I get in touch with COL Financial?
How do we get to COL Pasig Business Center?
How to re-subscribe to COL's mailing system?
IT and Security
6
Which browsers can I use to access COLFinancial?
How secure is this website?
How can I speed up the transmission of orders?
New Security Features Updated
New Security Features
View all 6
Open a COL Account
How to Open a COL Account
30
How do I open an Account with COL Financial?
How fast can I open my COL account through the online application?
Do I need to submit documents to COL Financial?
What IDs are acceptable for account opening?
What requirements would I need to prepare for the online application?
View all 30
Manual Account Opening
0
Logging into your COL account
How to Login
1
How to log in to my COL account
What to do with Login Problems
4
What do I do if I forgot my COL account number?
What do I do if I forgot my password?
How do I reset my password?
What do I do if my account got blocked?
COL Tools and Account Navigation
Calendar - Dividend
0
Calendar - Stockholders' Meeting
0
Charting Tool - TradingView
9
Announcement: New Charting Tool (TradingView) To Start on October 1, 2023
How to look at a stock's chart?
How to create and save your stock chart watchlist?
How to compare stock charts?
How to add panels to see multiple charts in one go?
View all 9
Funding your COL Account
How to Fund your COL Account
10
How do I fund my COL account?
What are the deposit / funding charges?
How do I fund my COL account through Online Banking via Merchant Payment?
How can I fund my COL account using BDO mobile app?
How can I fund my COL account using BPI mobile app?
View all 10
When will it be Credited to my COL Account
2
What are the credit schedules?
Why is my funding not reflecting in my COL account yet?
Withdrawing from your COL Account
How to Withdraw Funds from your COL Account
16
How do I withdraw my funds using the Online Withdrawal facility?
How can I check the status of my withdrawal request?
What time should I submit my withdrawal request?
How much funds can I withdraw from my COL account?
Can I use my funds if I have a pending withdrawal request?
View all 16
When will I Receive my Withdrawn Funds
4
When will I get my withdrawn funds?
What time can I pick-up my check at COL's Business Center?
What are the requirements if an authorized representative will pick-up my check?
Why was my check rejected by the bank upon withdrawal request?
Orders, Transactions & Fees
Stock Orders, Transactions & Fees
24
What types of securities can I trade through COLFinancial?
What are the fees charged for executing trades (buy and sell)?
What is the schedule for Trading hours?
Do I have to pay any monthly fees or handling charges?
How do I place an Order?
View all 24
Mutual Fund Orders, Transactions & Fees
19
How to buy mutual funds via the COL Fund Source
How do I determine which mutual fund is best for me?
What are the mutual funds available in the COL Fund Source?
How do I start investing in mutual funds?
Can I buy mutual funds that are outside of my Risk Profile?
View all 19
Stock Transfers
2
How do I transfer my stockholdings from another local stockbroker?
How can I transfer my stock positions from COL Financial to another broker?
Stock Certificates
2
Can I deposit my stock certificates? (Lodgment)
How can I withdraw (or uplift) my stock positions from COLFinancial?
Account Maintenance, Requests & Updates
Account Maintenance
5
How do I pay for my stock purchases?
How do I check my stock positions and account balances?
When is my account transactions updated?
How do I check my personal information?
How do I know what COL account type do I have?
Account Updates & Requests
14
How do I change my personal information?
How do I update my contact details (landline, mobile or email)?
How do I update my email address?
How do I change my bank details?
How do I change my password?
View all 14
REIT, Preferred Shares, Warrants & ETF
Real Estate Investment Trust (REIT)
8
What are REITs?
What are the Benefits and Risks of REITs?
How do you earn from REITs?
How to choose the right REIT?
What are the fees for REITs?
View all 8
Preferred Shares
4
What are common shares?
What are preferred shares?
How to convert CEB Preferred Shares (CEBCP) to CEB Common Shares (CEB)?
What are the differences between a common and a preferred shares?
Warrants
3
What are Warrants?
How to Use Warrants
How do I exercise my Leisure & Resorts World Corporation Warrants (LRW)?
Exchange Traded Fund (ETF)
1
What are ETF's?
Dividends, IPOs, Stock Rights and other Corporate Actions
Dividends
7
What are dividends?
What are the different kinds of dividends?
What is an ex-date?
What is a record date?
What is a payable/payment date?
View all 7
Initial Public Offering (IPO)
12
What is an Initial Public Offering (IPO)?
How to purchase an Initial Public Offering (IPO)?
How do I subscribe to an IPO thru COL Financial?
How do I subscribe to an IPO via PSE EASy?
How do I pay for my IPO PSE EASy subscription?
View all 12
Stock Rights
2
What is a Stock Right?
How do I subscribe to a Stock Rights Offer?
Follow On Offering (FOO)
4
What is a Follow-On Offering (FOO)?
How do I subscribe to a Follow-On Offering (FOO)?
How can I modify my Follow-On Offering (FOO) subscription?
How will I know how much Follow-On Offering (FOO) shares I was able to get?
Tender Offer
10
What is a Tender Offer?
What should I do if there is a Tender Offer? Pros and Cons
How do I accept or subscribe to a Tender Offer?
What will happen if I do not accept a Tender Offer?
What will happen if I accept or subscribe to a Tender Offer?
View all 10
Change in Par Value
2
What is a Stock Split / Reverse Split?
How new price and new number of shares is computed during Change in Par Value
Redemptions and Conversions
3
ALIVPS: Conversion Guidelines as of July 2022
ALIVPS: Optional Redemption and Conversion
MRP: Change in par value and Fractional share elimination plan till June 1, 2022
Halt or Suspension
0
Delisting
3
Why would a company delist?
What does it mean when a company will delist?
What should I do when a stock I own becomes delisted?
COL Mobile (Android) App
How to use COL Mobile (Android) app
18
How do I download COL Mobile (Android) app?
How do I log into COL Mobile (Android) app?
How do I check a quote or price of a stock?
How do I see the bids and asks of a stock?
How to activate the ticker?
View all 18
COL Mobile (IOS) App
How to use COL Mobile (IOS) App
16
How do I download COL Mobile (IOS) app?
How do I log into COL Mobile (IOS) app?
How do I check a quote or price of a stock?
How do I see the bids and asks of a stock?
How to activate the ticker?
View all 16
Easy Investment Program (EIP) Facility
What is Easy Investment Program (EIP)
8
What is COL Easy Investment Program (EIP)?
How does cost-averaging method work?
What are the benefits of cost-averaging?
How does EIP make cost-averaging easy and convenient for me?
What are the features of the COL Easy Investment Program?
View all 8
How to use Easy Investment Program (EIP) Facility
5
How to set up an EIP Schedule?
How can I view my EIP schedule?
How can I modify my EIP schedule?
How to buy EIP shares manually?
How to buy EIP shares automatically?
Margin Facility
What is Margin Facility
5
What is Margin?
What does Margin do?
What is Margin Used for?
How to avail of the Margin Facility
Do you have a Margin guide?
How to use Margin Facility
6
Account Balances
Utilizing the Margin Facility
How much interest is charged on a Margin Loan?
How to compute for Margin Interest Charge
How to Maintain your Margin Facility
View all 6
COL Pro
COL Pro User Guide
4
How to access COL Pro?
How to customize the layout?
How to switch from Light Mode to Dark Mode?
How to check announcements and research in COL pro?
Stock Market Basics
Seminars about the Stock Market
1
What seminars are best for experienced investors?
Stock Market Basics
4
What are stocks?
What is the Stock Market?
What is a stockbroker?
How do I invest in the Stock Market?
Investing in the Stock Market
11
What is a stock code?
What is a BID price?
What is ASK price?
What is the last or current price?
What is the previous price?
View all 11
Mutual Funds Basics
Mutual Fund Basics
17
About COL Fund Source
What are Mutual Funds?
Our Fund House Partners
What are the types of mutual funds?
How do I invest in Mutual Funds?
View all 17
Benefits and Risks
2
Why should I invest in mutual funds?
What are the risks and considerations involved when I invest in mutual funds?
Investing in Mutual Funds
17
Benchmark
Custodian
Dealing Cut-off
Early Redemption / Exit Fee
Expense Ratio
View all 17
Financial Consumer Protection Information
All about FCPA
3
Rights of Financial Consumer under the FCPA
Responsibilities of Financial Consumers
How to File a Complaint
Data Protection
6
Rights as a Data Subject
Exercising Data Subject Rights
COL’s Privacy Notice
Sharing of Data to Other Parties
Use of Personal Information
View all 6
