It is finally here, COL Financial’s Mutual Fund Source.
I will be testing this soon, but for now are some of the screenshots of the interface. Please be informed that for now a limited number of mutual funds can be bought and sold through this platform. They are currently working it out with the rest of the mutual funds so that we can all trade them through a single platform. Not sure if other if other stockbrokers will follow this move but as of today COL Financial is the first to do so.
Upon logging in to your COL Financial account you can access COL Fund Source through the Mutual Fund tab
Another window opens to the Homepage of COL Fund Source
When you click “Getting Started” you will be directed to the Mutual Fund basics page
To start buying or selling go to the Order Entry tab. Choose your mutual fund as shown below
Once selected, information fields will be populated
Click Invest/Redeem to enter transaction details
Enter desired amount to invest/redeem
To learn more about the mutual funds you can go to the research tab
You can also check out the investor profile to know help you out which mutual fund to invest. You answer a few questions and you are given recommendation
Below are the list of currently available mutual funds in the platform