COL Financial Fund Source

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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

COL Mutual Fund

 

 

Another window opens to the Homepage of COL Fund Source

COL Mutual Fund 2

 

When you click “Getting Started” you will be directed to the Mutual Fund basics page

COL Mutual Fund 3

To start buying or selling go to the Order Entry tab. Choose your mutual fund as shown below

COL Mutual Fund 4

 

Once selected, information fields will be populated

COL Mutual Fund 5

 

Click Invest/Redeem to enter transaction details

COL Mutual Fund 6

 

Enter desired amount to invest/redeem

COL Mutual Fund 7

 

To learn more about the mutual funds you can go to the research tab

 

COL Mutual Fund 8

 

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

COL Mutual Fund 9

 

Below are the list of currently available mutual funds in the platform

COL Mutual Fund 10

Financial Freedom Advocate About the blogger

Louis Delos Angeles is a Certified Public Accountant, blogger behind Investing in Philippines, and author of Investing in Stocks: Preparing for the future small amount at a time. Check him out in Google+ Learn more about Louis and his financial freedom advocacy here.

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3 comments for “COL Financial Fund Source

  1. June 23, 2015 at 8:18 pm

    Yay, I’ve been hearing this news since last year, I hope it gets publicly rolled out already! This is definitely easier than going to banks and buying UITF, and getting hard copies of certificates.

  2. yam
    July 8, 2015 at 8:51 pm

    Hi po bakit ung colfinancial ko wala ako makitang Mutual Funds tab… pano po magkaron nun

    • July 9, 2015 at 7:40 am

      Hi yam,

      Di ko sure kung bakit ung iba mayron na at ung iba wala. Sakin meron na. Sabi ng iba baka daw may minimum required funds balance. Check ko din incase so that we know why. Also limited pa ung available funds… ung mga funds nakalist pero hindi lahat pwede na.

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