ALL ABOUT CITISECONLINE OR COLFINANCIAL

[prickyslime]

^yes sis yun yung number

Yey, thank you, sis! Kinabahan naman ako
Mga gano katagal kaya bago nila isend sakin password ko sa COL?
Kakafund ko lang kahapon eh. Medyo atat na ko

[blackgreen]

^sa akin sis parang 2 to 3 days.

[sachism]

^^ I funded my account last Wednesday. Kakareceive ko lang ng password today. I was actually already on the phone on hold to make a follow up then I saw their email. Holiday nung Thursday so mga 2-3 banking days nga.

Mas maganda nga ang COL platform kesa sa BPI. I need to learn how to navigate thru the website pa. I am actually waiting for MF. Sana this March na.

[120515]

ha may mutual funds na ang col?

yup, according to one sis here, it's already in beta testing. it will be a mutual fund supermarket :-)

[120515]

to those who would like to know col's top picks for 2015, please refer to the link below:
https://ph4.colfinancial.com/ape/FINAL2_STARTER/ResearchCompUpdates/DOWNLOADS/2015-02-24-CS.pdf

[WorriedB2B]

hayyy, kainggit! Sana makapag paregister na din ako sa COL.  I just paid my 1st year sa Sunlife kaya wala pa pera. Pero matagal ko na gusto mag COL. 

[PetiksPinayInvestor]

^ If I may suggest Sis, start small

Bunuin mo na muna ng paunti-unti ang 5k (initial investment)

Say you want to start in 3 months. Then starting next month, magtabi ka na ng P1,670. Do this until May. Para by May merong at least 5,000 ka na. You can open na.

Tapos June meron ka ulit P1,670 na i-fund sa COL mo. Repeat every month

Consistency and persistency of goal/purpose is more important than the amount. Your portfolio will grow over time 

BUT before you even do all these, aralin mo na muna ang stock market investing.
You may even set aside some fund for quality seminars. Hindi ito sayang kasi ikaw naman yan e. Pag natutunan mo na di na mawawala sa iyo yung knowledge

Ika nga ni Pesos and Sense, aral muna bago invest

[WorriedB2B]

^ Thanks sis! 5K lang ba ang initial investment ng COL? Kala ko 25K? 

Naintriga tuloy ako sa Pesos and Sense. Ma-youtube nga! hehe. 

[j.adore]

Link to new thread http://www.femalenetwork.com/girltalk/index.php/topic,288556.0.html baka ma-lock ito

[marssie]

hi marssie, what col is offering is a platform where you can buy mutual funds from different mutual fund companies. this makes getting a mutual fund easier because you don't have to submit your requirements again since they already have copies of your documents when you first applied for a col account and you can do it online, too. philequity is a mutual fund company so you will have to send in documents in order to purchase products from them.

Thank you for the response

[miksha]

Hi! May tanong po ako, we are applying for a COL acct but ang prob ko is the billing statement. We are required to submit one. We are OFWs and most of our bills are being paid online with online receipts. There are no addresses in those online billing forms or receipts. Now they told us that we  can submit a billing statement under an immediate family members name provided that we have the same address (phil address). My questions are:
1. Immediate family would be parents only? How about brothers/sisters? Nakikitira kase kami doon sa house in MIL and also hubbys married brother lives there. The electricity and water are under a tita's name ( i don't know why go figure, it's a very old house) so we can't use any bills from MIL. But most probably BIL has some.
2. Will these affect anything in our acct? As in just to check lang ba the address, kumbaga whoever we will use in the billing statement (parent or brother) will not be in anyway included in our COL acct?

[leelou]

^ sis, immediate family includes siblings. di naman ma-include sa account nyo kung sino man yung nakapangalan sa billing statement. i think ang primary purpose ng billing statement is to confirm that the address that you indicated in your application form as your home address really exist.

[PetiksPinayInvestor]

^^ Hello Sis,

I got this from https://www.colfinancial.com/ape/Final2/home/faqs_main.asp

Can Filipinos abroad open a COLFinancial account?

Yes. There are no restrictions on place of residence.

For non-appearance a billing statement would be needed

Example:

Utility Bill
Credit Card Bill
Bank Statement

I think you can send a billing statement na kahit wala sa Pinas. Meron sa applic form na Present Address. It may be different from the Permanent Address

Dapat match yung Present Address niyo with that in the Billing statement; match din yung name niyo

Billing statement is just needed to prove that you are a real person

Para sure, scan niyo po muna ang application form niyo with the billing statement and ID

then send to Email: helpdesk@colfinancial.com and ask if complete and correct na lahat sa form

please do this before you send via courier kasi para hindi sayang ang padala, only to be notified by COL na may mali or kulang.. ulit nanaman pagkaganun..

[Annie M.]

yup, according to one sis here, it's already in beta testing. it will be a mutual fund supermarket :-)

any news on this? may mutual funds na po ba sa col?

[girlush]

any news on this? may mutual funds na po ba sa col?

sis, from what I read, COL Fund source tab has been officially activated to all col accounts.

Yung sa iba kase meron na around May kase na request sila for early activation col fund tab.
If wala padin syo, you may email mutualfund@colfinancial.com cc: helpdesk@colfinancial.com

[xee]

Hi mga sis, do you maintain / update an excel file para ma track ninyo how much yung nailalagay ninyo sa COL funds ninyo vs the gain / loss ng bawat stocks ninyo? Anyone care to share a template how do you record your COL account funds mga sis? TIA