Helpdesk Page

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?