COL Workshop Prep Guide
Q&A + Platform Navigation for New Investors
Learn to navigate your COL account and place buy orders with ease through our interactive session!
For the best experience, check out these quick prep tips:
Get to know your COL account
Log in before the workshop to explore key features.
Familiarizing yourself with the platform will help you prepare questions and better understand the tips we'll discuss!
Explore simple investing ideas
Check out our Investing Starter Kit for expert recommendations.
Review these guides before the session to help you choose your stocks or funds and confidently place your first buy order with us in real time!
Ensure your account is funded
Make sure your account has available cash ready for investing.
Deposits aren’t credited instantly and may take at least one business day with some partners. Fund your account early so you’re ready to invest alongside us on workshop day!