Account Maintenance

How do I pay for my stock purchases?
A customer's funding with COL Financial will serve as the payment source for stock purchases. The customer can only buy as much as ...
Mon, 18 Apr, 2016 at 10:56 AM
How do I check my stock positions and account balances?
You can check your positions and balances by clicking on the upper menu option TRADE then clicking on the secondary option called PORTFOLIO. ...
Mon, 18 Apr, 2016 at 11:36 AM
When is my account transactions updated?
All account information is updated on the evening of the same trading day. This includes changes into one's balances caused by any trades made, ...
Wed, 30 Sep, 2020 at 10:26 AM
How do I check my personal information?
To check your personal information with COL Financial, log into your COL account and click the HOME tab then the CHANGE PROFILE link on the menu bar. We re...
Mon, 18 Sep, 2023 at 10:16 AM
How do I know what COL account type do I have?
Starting August 2025, COL Financial will have the following types of COL accounts for you to choose from. 
Wed, 13 Aug, 2025 at 9:59 AM