COL Account Essentials
Discover the functions and features of your COL account that will enhance your investing journey.
Click one of the buttons below to jump to the section you want to explore:
Starting with the Basics
Navigating your COL account
Need a walkthrough on using your COL account? Click the button below to watch the complete account navigation playlist, or select from the links below to jump to the specific section you’d like to view:
How to buy & sell stocks
Make your first investment in just a few clicks! Watch the short video to learn how, or click the button below to watch it on YouTube.
How to know if a stock is "cheap"
To buy or not to buy? That is the big question.
The COL Investment Guide can help you decide! Use it to find companies that our experts believe are trading at low prices with strong potential for long-term profits.
To view the Investment Guide, log into your COL account at www.colfinancial.com and click on Research > Fundamentals > Investment Guide
Get to know COL Fund Source
Easily invest in your chosen mutual funds and UITFs!
Watch the video for a walkthrough of all the useful features available in COL Fund Source.
Downloadable manuals, made for newbies
Basic Platform Navigation Manual
A guide that covers everything you need to know, including how to update and fund your COL account, buy and sell stocks, view your portfolio and transaction history, and much more!
Fund Source Navigation Manual for Beginners
Explore guides on accessing the new COL Fund Source and learn how to invest in and redeem your chosen funds.