Forgot to track the deposits you made to your COL account? Follow these steps to get your funding history straight from your COL Financial stock trading portal.
When you fund your COL account online, via cashier, or over the counter deposit, the following day you will get an “Acknowledgment Receipt” in your registered email.
The receipt will show the NET amount freshly added to your stock trading account (gross amount less bank transaction fee).
You can file all these emailed acknowledgment receipts for your future reference. You can also create an Excel file and jot down all funding made like this:
The first cash was deposited via COL cashier so there is no charge. The “P10” charges are fundings made from BDO online to COL account. While the “P5” charge is online funding using BPI and transferring to COL.
But what if you miss one acknowledgment receipt? Example: you mistakenly delete all emails including the funding confirmation from COL Financial? Where do you check on COL dashboard to see all the deposits made to your account with them?
It’s actually really easy. Here are the steps to track your COL deposit history:
- Login to your COL Financial account.
- Go to TRADE >>> PORTOFOLIO.
- Click the “View Monthly Account Ledger (historical)”
Hope this helps you in keeping track of your stock investment deposit records.
You can also use this if you want to keep track of all your stock shares buying and selling activities.
LIKE and SHARE!