The document describes the 4-step process to open an investment account with COL Financial for stock market investments: 1) Choose an account type, 2) Complete and submit application forms and requirements, 3) Fund the account by bank deposit or transfer, 4) The account will be activated and the customer can then login and begin buying and selling stocks online through the COL Financial website. It recommends joining an external investment club for guidance on stock selections before actively trading.

1. How To Open an Account
in COL Financial
for your
Stock Market Investment
Erma_Teodocio_How To Open an Account in COL Financial

2. Erma_Teodocio_How To Open an Account in COL Financial

3. Erma_Teodocio_How To Open an Account in COL Financial

4. Erma_Teodocio_How To Open an Account in COL Financial

5. Erma_Teodocio_How To Open an Account in COL Financial

6. Erma_Teodocio_How To Open an Account in COL Financial

7. Erma_Teodocio_How To Open an Account in COL Financial

8. Erma_Teodocio_How To Open an Account in COL Financial

9. Erma_Teodocio_How To Open an Account in COL Financial

10. You are on this screen
Erma_Teodocio_How To Open an Account in COL Financial

11. Click here
Erma_Teodocio_How To Open an Account in COL Financial

12. You are on this screen
Erma_Teodocio_How To Open an Account in COL Financial

13. Click Here
Erma_Teodocio_How To Open an Account in COL Financial

14. You are on this screen
Erma_Teodocio_How To Open an Account in COL Financial

15. 4 Steps to Open an Account
Erma_Teodocio_How To Open an Account in COL Financial

16. 1- Choose an
Account for You
Erma_Teodocio_How To Open an Account in COL Financial

17. Choose COL Easy
Investment Program
Erma_Teodocio_How To Open an Account
in COL Financial

18. 2- Forms and
Requirements
Erma_Teodocio_How To Open an Account in COL Financial

19. Erma_Teodocio_How To Open an Account in COL Financial
Click the here to Download
Forms

20. Print downloaded
forms and fill up
legibly
Erma_Teodocio_How To Open an Account in COL Financial

21. Customer Account
Information Form
Erma_Teodocio_How To Open an Account in COL Financial

22. Online Securities Agreement
(4 pages)
Erma_Teodocio_How To Open an Account in COL Financial

23. Signature Cards
(2 copies must be submitted)
Erma_Teodocio_How To Open an Account in COL Financial

24. Attached Requirements to
Application Form
Erma_Teodocio_How To Open an Account in COL Financial

25. 3- Submit Forms
and Requirements
(via personal or through mail)
Erma_Teodocio_How To Open an Account in COL Financial

26. Submit To:
Erma_Teodocio_How To Open an Account in COL Financial

27. COL Financial will
communicate with you
once your application is
received
Erma_Teodocio_How To Open an Account in COL Financial

28. 4-Fund Your Account
Erma_Teodocio_How To Open an Account in COL Financial

29. Check your email
Erma_Teodocio_How To Open an Account in COL Financial
COL Financials (formerly
CitisecOnline)

30. Email acknowledging that
your account is approved
Erma_Teodocio_How To Open an Account in COL Financial
*It is IMPORTANT to indicate your COL ACCOUNT NAME and COL ACCOUNT
NUMBER when making payments to ensure proper and timely credit to your account.

31. Funding Option
Erma_Teodocio_How To Open an Account in COL Financial

32. Email to COL
Financial once
you fund your
account
Erma_Teodocio_How To Open an Account in COL Financial

33. Attached in email
Deposit Slip or
online
confirmation
number
Erma_Teodocio_How To Open an Account in COL Financial

34. COL Financial will email
you once Funding is
verified
Erma_Teodocio_How To Open an Account in COL Financial

35. Erma_Teodocio_How To Open an Account in COL Financial
Once account is processed,
COL Financial will email
your Account Activation
COL Financials (formerly
CitisecOnline)

36. You can now log-in to
your account
Erma_Teodocio_How To Open an Account in COL Financial

37. Type your account number,
password and click log-in
Erma_Teodocio_How To Open an Account in COL Financial

38. You are on this screen
Erma_Teodocio_How To Open an Account in COL Financial

39. How to Buy and Sell
stocks
Erma_Teodocio_How To Open an Account in COL Financial
Google Images

40. Click Trade tab to navigate
Erma_Teodocio_How To Open an Account in COL Financial

41. Click Enter Order tab
Erma_Teodocio_How To Open an Account in COL Financial

42. This appear
Erma_Teodocio_How To Open an Account in COL Financial

43. How to buy
stocks
Erma_Teodocio_How To Open an Account in COL Financial

44. Click here to Buy
Erma_Teodocio_How To Open an Account in COL Financial

45. This appear when you type
Stock Code to Buy
Erma_Teodocio_How To Open an Account in COL Financial

46. Type number of shares
and ask price
Erma_Teodocio_How To Open an Account in COL Financial

47. Click Preview order
Erma_Teodocio_How To Open an Account in COL Financial

48. This appear
Erma_Teodocio_How To Open an Account in COL Financial

49. Erma_Teodocio_How To Open an Account in COL Financial
Type your password

50. Erma_Teodocio_How To Open an Account in COL Financial
Type your password

51. Erma_Teodocio_How To Open an Account in COL Financial
Click Place Buy Order to
complete your Buying
transaction

52. How to sell
stocks online
Erma_Teodocio_How To Open an Account in COL Financial

53. Click here to Sell
Erma_Teodocio_How To Open an Account in COL Financial

54. This appear when you type
Stock Code to Sell
Erma_Teodocio_How To Open an Account in COL Financial

55. Type number of shares and bid
or ask price
Erma_Teodocio_How To Open an Account in COL Financial

56. Click Preview Order
Erma_Teodocio_How To Open an Account in COL Financial

57. This appear
Erma_Teodocio_How To Open an Account in COL Financial

58. Type your password
Erma_Teodocio_How To Open an Account in COL Financial

59. Click Place Sell Order to
complete your Selling
transaction
Erma_Teodocio_How To Open an Account in COL Financial

60. Acknowledgement of your
Buy and Sell Transaction
Erma_Teodocio_How To Open an Account in COL Financial

61. Erma_Teodocio_How To Open an Account in COL Financial
COL Financial will email too
your Trading Confirmation

62. Hmmm…..
Erma_Teodocio_How To Open an Account in COL Financial
Google Images
Google Images
Google Images

63. How would you know
which stocks to buy
Erma_Teodocio_How To Open an Account in COL Financial
Google Images
Google Images
Google Images

64. Warning!
Erma_Teodocio_How To Open an Account in COL Financial
Google Images

65. It’s very dangerous to get
into it without guidance
Erma_Teodocio_How To Open an Account in COL Financial
Google Images

66. Erma_Teodocio_How To Open an Account in COL Financial
Before Buying and Selling in
Stock Market
Google ImagesGoogle Images

67. Erma_Teodocio_How To Open an Account in COL Financial
I suggest you to join the
Truly Rich Club
http://ermz.trulyrichclub.com
Go to this web address

68. Erma_Teodocio_How To Open an Account in COL Financial
Because Truly Rich Club
give wonderful guidance

69. They helped me in changing
my financial mindset
Erma_Teodocio_How To Open an Account in COL Financial
Google Images

70. For more information
Erma_Teodocio_How To Open an Account in COL Financial
Google Images
Google Images

71. Erma_Teodocio_How To Open an Account in COL Financial
http://ermz.trulyrichclub.com/
Type this link on your
web search engine

72. And received one of the
blessing update like this
Erma_Teodocio_How To Open an Account in COL Financial

73. Be blessed with this daily
dose of inspiration
Erma_Teodocio_How To Open an Account in COL Financial

74. Power Talks
Erma_Teodocio_How To Open an Account in COL Financial

75. Stocks Update Newsletter
Erma_Teodocio_How To Open an Account in COL Financial

76. Recommended Stocks
(SAM Table)
Erma_Teodocio_How To Open an Account in COL Financial

77. Sample investment returns
Erma_Teodocio_How To Open an Account in COL Financial

78. Wealth Strategies Newsletter
Erma_Teodocio_How To Open an Account in COL Financial

79. Be blessed, multiply it and
share away
Erma_Teodocio_How To Open an Account in COL Financial
Type this link
http://ermz.trulyrichclub.com
Google Images

80. Erma_Teodocio_How To Open an Account in COL Financial
Google Images
Happy Investing

81. Thank you!
Erma_Teodocio_How To Open an Account in COL Financial