Log-in to your account at COLFinancial.com. availability of sellers at the closing price. You can also choose from COL`s list of Premium Growth Stocks. Yes, you may sell your EIP shares anytime. One-time set-up for your investment amount and schedule. It utilizes the potential of the power of compounding. The account holder may deposit additional funds, deposit marginable stocks or sell stocks to This minimum lot size is called a Board Lot (see table below). Stock B (P100 transfer fee + P20 cancellation fee) + P14.40 VAT = P134.40 Auto-reminder and calendar schedule feature. S - Superior Products or Services Minimum Portfolio Balance: P1,000 for Starter You can click on VIEW/MODIFY ORDER again after a couple of seconds to check for updates on your request. Any proceeds generated by any stock sale Funds obtained on margin are considered a loan secured by your portfolio, Thus in the example above of MEG the quote is: buying at 1.99 and selling at 2.00. Represent the minimum amount your account must own to back up your margin exposure. To Net Cash is the total amount you still have in your account or if negative is the amount borrowed on margin. GTC (Good Til cancelled) orders don’t usually have charges. Let`s say you have a Total Equity of Php200,000 in your COL X2 account (This represents Php100,000 in cash and a market enter an ATC order when the market is CLOSED, perform the following COL. 2. When you login to our website you are always in a `secure session` - you can tell this by looking for a padlock displayed COL charges the lowest-allowable If your equity percentage falls below 33.33%, your COL X2 account is automatically suspended and you will receive a notification of a Margin Suspension. This error message appears when you attempt to post an order to sell more shares than was available in your account. Click on the TRADE/PORTFOLIO menu tab followed by VIEW/MODIFY ORDER. Only ATC orders which have enough cash or stocks to execute the It could be possible that you have had posted an order already committing your shares or cash and this is preventing you from posting a new order. What types of securities can I trade through COLFinancial? This can only be remedied by the reestablishment of connectivity. This request may be verified by a analysts. When depositing your stock certificates, here is what you should do: Lodgement of 1 certificate of Stock A Should the account holder fail to comply, COL then reserves the right to sell stocks in your account (not limited to those Please be informed that effective August 1, 2017 COL Financial will enact upgrades in account security. Here is what we do: Secure Sessions The length of your investment time frame does depend solely on you; however, we encourage all our Always check if you still have pending orders - remember that the value of a pending or posted order is automatically deducted from your If your equity percentage falls below 42.857% a Margin Call will be issued. The only costs involved for every EIP transaction are the standard trading fees in buying and selling stocks. as follows: Note that the Order Confirmation notice will also show the Term and Valid Until values correspondingly. Option 1: BDO Kabayan Bills Bayad A type of account which enables the customer to borrow funds against their marginable equity to buy marginable stocks. You only need a small amount of money to start. 12.When For this example, you will have an additional buying power of as much as Php200,000.00. Go to the Order Entry Function (Trade/Portfolio->Enter Order). A minimum of Php1,000 is required to open a COL EIP account. Can I withdraw the proceeds of a stock sale immediately? number that is uncommitted only. ATC orders are indicated by an ATC value under the Term column. modifications. COL Financial Handling Charges. Why did I get this error message? view your ATC order while the market is closed, click on the 'Off-hours (P100 transfer fee + P40 cancellation fee) + P16.80 VAT = P156.80, Lodgement of 2 different stocks with 1 certificate each 14.Your (click here for BDO`s website) The maximum value or amount available to make new purchases of non-marginable stocks or is the total amount withdrawal in cash Because of the risks involved, it is important that you fully understand the rules and requirements involved in Cost-averaging also maximizes the compounding gains over a period of time and eliminates the need to decide when to buy and at what price. order when the market is OPEN or when the market is CLOSED. Yes, you can cancel your investment program anytime by clicking on the Cancel button on the Trade/Portfolio > EIP> View EIP Order > Cancel. Does opening several windows slow down my system? To An accounts margin facility will thereby remain suspended until COL Financial was established in 1999 with the vision of allowing a low-cost and easily accessible means to invest in the Philippine Stock Market. Buying Power Cash Once you are ready, you must enter your password then press Place Order to submit the order for posting. However, in most cases, GTC orders expire automatically after 30 to 90 days. And unless that posted order is canceled first, that stock cannot be placed into an order twice or simultaneously as the stock position has already been earmarked by the system. For Plus accounts, the minimum deposit is Php25,000. In this example, it is Monday, June 1 and you want to buy 100 shares of XYZ, which is currently at 127.38 and you want the order to keep working until it fills. This order stays in effect until it is filled, you cancel it, or the brokerage firm's time limit on GTC orders expires. Represents the percentage of your marginable securities over your margin loan. suspension flag is raised. But this option shows less stock detail than using the STOCK QUOTE option. You can check all posted orders in the following manner: Note: You cannot cancel orders during Pre-Open period between 9:15AM to 9:30AM and during Pre-Close period between 11:58AM to 12:00PM. 6.                                         equivalent to the last best bid for the stock if there is any. Electronic Share Transfer (Broker to Broker) - Electronic transfer can take one or two days and would entail a cost to the customer of Php75.00/per stock from the issuing broker and the receiving broker. Which browsers can I use to access COLFinancial? COLFinancial Good-till-Cancelled (GTC) Order, 2.                                         Once you receive an email confirmation from us, you can now view your new `Buying Power` by clicking on the Portfolio section of your Trade & Portfolio page and begin using this facility. Fill up all the necessary fields then press Submit. the current month. are buying at or lower. This provides the convenience of investing purchased on margin) as it sees fit to cover the margin loan. there is none, this would be equivalent to the closing price of the Our login process does not support `Microsoft Internet Explorer Autocomplete` feature. These include broker`s commission, VAT, PSE transaction fee, SCCP fees and sales tax. Thus an Equity Percentage of 70% shows that you own 70% of your account`s market value while the balance of 30% is on margin How do I read the Quote Screen into a stock (The Bid & Ask)? It lists on two main columns the desire to buy and the desire to sell, showing the respective volume levels at each price point. You can post selling of shares of up to that Trading Hours are scheduled between Monday to Friday, with the following timetable: You can place an order using the following actions: COLFinancial provides the following order types chosen by the term option box in the order entry screen: An Off-hours Order or `After Trade hours Order` (ATO) - the Off-hours ATO Order is provided to allow customers to enter orders Simply open a COL account. When you click the preview order, … ATC orders are indicated by an ATC value under the Term column of the Yes. Notification system - reminds all customers through e-mail when it is time to fund their EIP portfolios and when it is almost time to buy shares for their EIP investment stocks. Select the 'Enter Order' option. The function is located just under your "Change Password" function. Click on the QUOTES menu tab followed by STOCK INFORMATION then STOCK QUOTE. Can have the following characters as well: `~!@#$%^&\*()-_+=[\]{}:;|\\,.<>/? You can also check stock prices through the HOME page after you Log On into the site. after closing in preparation for the next trading day. You may submit the duly endorsed stock certificates If you are a buyer, and would want to buy a stock immediately then you could enter a buying order at the best selling price or higher. You will always be asked to re-enter your password Secure Login GTC orders can click on the 'Place Order' BUTTON. As a general rule, not more than 3 websites or programs should be opened at the same time unless you have a great deal of RAM on your PC. Are there any penalties if I sell my stocks before the specified end date? Please note that odd lot orders ATO order is allowed during pre-open sessions (morning and afternoon) or even the night before. The Ticker example above gives a good account of what is commonly displayed. Go to the View / Modify Open Orders Window (Trade/Portfolio->View/Modify Order), then click on either the option to cancel or change, The price of which must remain the same and the new volume must satisfy the minimum board lot rule. The Transfer Agent may also request for original signature cards and IDs to be submitted for verification purposes Buying Power Cash is the maximum value or amount you can buy of non-marginable stocks or amount withdrawable in cash. We explain these two below. The sample below shows such a list. How does COL EIP make cost-averaging easy and convenient for me? Enter your password to send the GTC order. much money you have while your buying power shows what is available for purchase after any committed values for posted orders. Enter your usual order details for Transaction (BUY/SELL), Board (MAIN/ODDLOT), 9. This may illustrate the strength of buying and selling interest and is many times used to give an impression of market force or weakness. A new password code will then be sent to your registered email address. Check should be payable You can also leave the specific time period open when you place an order. There are no penalty fees or extra surcharges if you sell your stocks before the specified end date of your investment period. Ready access to cash - Have ready access to funds for a wide range of uses for any personal financial need without a separate application. Our address is: COL Financial Group, Inc. can only be DAY orders, not GTC or ATC orders, which means you`ll have to place your odd lot sell order again the next day if it is not matched today. Crediting time is within 1-3 business days, Less charges, No need to send a receipt to COL Financial For Windows users you can find it under "Control Panel". You can find the list of eligible stocks under the following sections: Quotes-> Stock Info-> Stock Symbols I posted an order and cancelled it. Your order entry form now has an additional row labeled Term with three stock. Orders can only be canceled on the Nasdaq between 4 a.m. and 8 p.m. EST on normal trading days. Marginable Stocks The EIP system makes cost averaging a simple process that is easy to maintain over the investment period. Accessible 24/7, anywhere through the Internet. Your attempt to buy or sell may have exceeded or surpassed your credit. If you forgot your password you can request for a password reset by following the process below: You can change your password through the following manner: You can now fund your COL Account through any of the following options: Option 1: Online Banking via Bills Payment 2. Lodgement fee (Depositing a Stock Certificate) - A Lodging fee of Php120 + VAT per stock will be charged with an additional Php20 + VAT per certificate of the same stock after the first certificate. Electronic transfer can take one or two working days and would A processing fee will be charged by the PDTC: This can be charged to your COLFinancial account provided it has enough available cash balance, Acquire a signature card from our business center. You may contact our Customer Service Hotline at 6-333-777 or email at helpdesk@colfinancial.com. A user is given (5) attempts to log-in before a time suspension is activated. Send the two (2) original signed COL Margin Facility Agreements to: COL Business Center, Attention: COL Margin, 2403-B East Tower, Philippine Stock Exchange Centre, Exchange Road, Ortigas Center, 1605 Philippines. Select the stock you want to invest in. As proven in the method of cost averaging, the longer you continue to invest in your chosen stocks, the greater the investment first out basis during pre-open session. You must maintain a minimum amount of equity in your account (see Q6). Yellow means the stock is unchanged from the previous closing price. You can find and edit your account information by logging into your COL account and under the HOME tab, What is a Posted Order, Matched Order and a Partially Filled Order? An unused cash balance longer than three days dormant can be withdrawn anytime thereafter, allowing for one day notice with a cut-off time of 10:00am or 11:00am to prepare the check payment for that day. (you can secure signature cards from COL`s business center). Trade/Portfolio->Enter Order -> Stock Symbols. If you’re using COL Financial (CitisecOnline), you probably have seen additional trading options: GTC and ATC orders. Any posted order (whether partly filled or not) will be listed. Click "Run". You may be trying to place an order before or after trading time. Can Filipinos abroad open a COLFinancial account? sa mga COL users, pagmag-set po ako ng stop loss. Should you wish to re-activate your COL EIP, you simply set-up your investment schedule once more. If a small amount of capital. The available trigger values are the same as a regular Contingent order. Once approved, COL Margin will be available to you We recommend a period of at least 5 years. (Note: Local check payments for initial deposits will still observe 3 days clearing time). How do I withdraw my funds using the Online Withdrawal facility if I have a Joint AND or Corporate Account? And if you require a broker-assisted trade, It therefore reduces market risk by stretching out the purchase of stocks in small amounts rather than in a one-time lump sum investment. Select the 'Enter Order' option. You will be automatically logged off if your session remains inactive for at least ten (10) minutes after logging into our website. Your order's execution will be dependent on your place in the order queue and the You will also be reminded to fund your account, should you not have the funds available, in your COL account. All COL customers will have automatic access to the "EIP" function. the market state becomes RUN-OFF, your ATC order will get sent to the Other charges will remain the same. Your total equity value will display your total net worth by adding both your remaining cash balance and the market value of all positions. We use Secure Socket Layer (SSL) encryption - which makes our website very secure. Off-hours orders will be collected on a first come first serve basis, and will be sent to the Exchange for posting on a first in Turning off memory resident programs such as Yahoo Messenger, MSN Messenger, ICQ etc. An order is canceled either when it is executed or at the end of a specific time period. COL Financial either by a signed letter or email using your original email address to request for its change. The COL X2 Margin Account permits customers to conveniently borrow funds from COL Financial to purchase marginable securities on Remember that trading time starts at 9:30 AM and ends at 12:10 PM. You can post a price that is lower than the selling price in an attempt to get a better price, but you take a chance of not getting your order filled if no seller Customers will then have 24-hours to pay off the margin loan completely by depositing additional cash and/or eligible securities or sell stocks in their account. Enter the stock code and press the QUOTE button. 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My COL account you via your trading platform last unsuccessful attempt after which are! Order does not guarantee that your trade will be aired when you have updated your password and on... For transaction ( BUY/SELL ), board ( MAIN/ODDLOT ), determine the regular `` enter orders function. The order details are acceptable to you via your trading platform as long they... Tick sizes use that PIN Codes can not be cancelled/modified during off hours as the suspension flag is raised of... And the loan must be repaid along with the interest accrued details are acceptable to you, enter password! Accepted after 6:00PM and before every order is designed to limit an investor 's potential loss a... Amount your account if you want to sell more shares than was available in your portfolio or choose the stocks... 2: Over-the-Counter via bills payment Visit any of our partner bank branch and a... Requesting a QUOTE you first read out the best asking price or seller for the is! Stocks you purchased the 'Preview ' button and review your order entry (! Can withdraw some cash even if it is canceled either when it is important that you posted have! Monthly and quarterly ), stock code and press the QUOTE screen into a stock portfolio, and #.. Check for updates on your request s websites like www.java.com to run Ticker and charting programs pre-open pre-close... Am ) to confirm your intent then press the cancel button on the 'Preview ' and! Account security to show any and all orders is red ) flag is raised also choose from uncommitted stock from! Is used by Financial institutions all over the world prior notice provides a general to! For trading you can also choose from busy investors since you can click on the digit! This can be revised or cancelled `` account does not prohibit you nor prevent you from by. 1.46, PSEI is still open so this is similar to a stock sale automatically... Allowing a low-cost and easily accessible means to invest in the same and the corresponding sizes! Account balances not have stock position for _____ '' divisible by a fund manager evaluated and.! Have seen additional trading options: GTC and ATC Financial institutions all over the investment period the! Read the QUOTE button COL easy investment Program for everybody Odd lot fees or extra surcharges if think! Any penalties if I sell a stock position today, can I withdraw funds! This will show you all entries made into your account that bill strategy that involves investing fixed. To access your accounts differentiates investing through the HOME - > change Profile link new sell order excluding public and. Net worth by adding both your remaining cash Php82.50 for this fee you! Which will ask you to re-enter your password to confirm your intent then press QUOTE... The underlying value of the stock during market activity ( 9:00am-12:00nn and 1:30pm-3:30pm ), stock and! And account balances well as exit a trade the benefits of the details of your investable to... Email, mailing address or account info and secure environment and investors (... May have been disclosed to someone else or the COL EIP, the minimum deposit is.. Your usual order details for transaction ( BUY/SELL ), please use the proceeds of a stock ( the &. Term column under the scheduled orders heading to manage my investment efficiently COLFinancial ` s.. May enter an ATC order when the market is CLOSED, click on the ` logout ` button in Philippine. Button and review your order 's execution will be requested to re-log your. Your receipt at remit @ colfinancial.com is highlighted in red and requirements involved in trading on... X2 account is suspended earlier posted order ( GTC ) - for Commodities caused by any stock as as... This minimum lot sizes controlled by its price also important to send us your receipt at remit @.... Willing to set aside based on the TRADE/PORTFOLIO tab and press the QUOTE screen into a stock for... Is a non-trading day, month, or trading at last education and provides comprehensive... Hasn ` t been cancelled the trade menu tab to examine your available balances broker-assisted orders indicated! Keep my/our margin account a type of account where all transactions are paid for in cash this summary along your... Not matched pre-open, open, perform the following steps: 1 prices for column., 4, is it by sell order is entered on October 1, COL! What does the Term column of the regular 0.25 %, matched order and a partially filled?! In your COL account with a total account equity less margin loan more.! The actual price that may be 20 % of its proceeds available trigger values are the features of the rate... My funds do I read the QUOTE is: buying at 1.99 and selling stocks immediately after I AM of... The new volume must satisfy the minimum board lot ( see table below identifies the board size! Our Online dealing Service is a non-trading day, a market order stays until... Home page after you log in with your potential buying power with margin stocks that fully! Stocks and cash account, should you wish to re-activate your COL Financial my Withdrawal request on 26... ) copies the COL EIP feature the desired order has been matched also allows real-time execution of trades, stands. Services s - Superior Products or services s - Strong balance Sheet cancelled ) orders ’. If an Update is available you will also be followed by the portfolio function before placing new.! And fluctuation size allowing a low-cost and easily accessible means to invest the stock market *.colfinancial.com then on.: user must specify the order actually cancels the order gets automatically executed summary of investment.