A customer's funding with COL Financial will serve as the payment source for stock purchases. The customer can only buy as much as what can be purchase with his cash balance. Any proceeds generated by any stock sale will automatically be credited into the customer's cash account.


To check your cash balance:

  1. Log into your COL Financial account
  2. Click on the TRADE tab
  3. Click on the PORTFOLIO link on the sub menu


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