Helpdesk Page

COL Events 0

PSE Trading Announcements 4

• No Trading on June 12, 2023
• Updated Trading Hours
• Shortened Trading Hours from January 14 2022, to January 31, 2022
• PSE Amendment of Circuit Breaker Rules

IT Updates 0

COL Services 4

• COL website will be unavailable from 10:30 PM Friday, June 2, 2023 to 11:30 PM on Sunday, June 4, 2023
• Advisory: Cut-off for Deposits and Withdrawal Requests
• COL Customer Support Services starting March 16, 2020
• COL Investor Centers will be closed temporarily

Special Updates 3

• Settlement Advisory - Aug 24, 2022
• Citicore Energy REIT Corp (CREIT), Listing Date
• Listing date for CREIT IPO to be deferred

History and Services 3

• About us
• What services are offered by COL Financial?
• How do I get to try COL Financial's services?

How to Contact COL Financial 2

• How do I get in touch with COL Financial?
• How do we get to COL Pasig Business Center?

IT and Security 5

• 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
• Does opening several windows slow down my system?

How to Open a COL Account 29

• 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?

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Manual Account Opening 0

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?

How to Fund your COL Account 9

• How do I fund my COL account?
• How do I fund my COL account through Online Banking via Merchant Payment?
• How do I fund my COL account Over-the-Counter via Merchant Payment?
• How to fund my COL account through GCASH?
• How do I fund my COL account overseas?

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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?

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?

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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?

Stock Orders, Transactions & Fees 23

• What types of securities can I trade through COLFinancial?
• What are the fees charged for executing trades (buy and sell)?
• Do I have to pay any monthly fees or handling charges?
• How do I place an Order?
• How much are the taxes for cash dividends?

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Mutual Fund Orders, Transactions & Fees 18

• 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?
• When can I update my Risk Profile?

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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? (Lodgement)
• How can I withdraw (or uplift) my stock positions from COLFinancial?

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 13

• How do I change my personal information?
• How do I update my contact details (landline, mobile or email)?
• How do I change my bank details?
• How do I change my password?
• How do I request for an upgrade of my COL account?

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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?

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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 6

• 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?

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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 buy Upson International Corp. (UPSON) IPO shares?

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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 9

• 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?

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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?

How to use COL's Android mobile app 0

How to use COL's IOS Mobile App 0

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?

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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?

What is Margin Facility 4

• What is Margin?
• What does Margin do?
• What is Margin Used for?
• How to avail of the Margin Facility

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

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Seminars about the Stock Market 0

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?

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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?

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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

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