You can check your positions and balances by clicking on the upper menu option TRADE then clicking on the secondary option called PORTFOLIO.




This will then display a summary of your account details including your listed stock positions with its current net market value.

  • Actual Balance: is the amount of cash you have in your COL Financial account
  • Buying Power: is the amount of cash you can use to enter a buying order
  • Total Trade Value: is the value of your total stock investment net of future selling charges
  • Total Account Equity Value: is the value of your cash and stock combined net of future selling charges



Example: