Take the Leap, Invest within the Week!

Hey there and welcome to the Take the Leap Tutorial Page! This page contains FREE step-by-step tutorials that will run you through the specific steps on how to start investing in the stock market. I’ll walk you through the process, every step of the way.

It would be as if I was beside you, telling you where to look, what buttons to press, what to write in the forms, what to pay attention to, what to ignore and so on… By following the steps here, I guarantee that you’ll be investing within the week. So if you’re ready let’s get started!

 

This is a 7-step guide. Steps 1-3 must be followed exactly, while steps 4-7 may be done as you see fit.

Additionally, I am providing 3 bonus guides to help you improve your investing.

It might be a good idea to bookmark this page, so you can easily return to it as you move through each step.

Step 1: Learn About the Stock Market

To learn all the basics about the stock market, read my free e-book “The Stock Market Jumpstarter”

It’s a compilation of the 44 most frequently asked questions by beginners about the Stock Market.

It’s an easy read (no alien terms) and it only takes 45 minutes to finish.

>> Click here to access the Stock Market Jumpstarter Download Page

 

Step 2: Create Your Account with CitisecOnline

CitisecOnline (or COL) is the largest online brokerage in the Philippines.

In this part I’ll show you how and where to download the forms, how to fill them out

and how to send them to COL. Just click on the links below.

>> Creating Your Account Part 1: Filling out the Forms.pdf

>> Creating Your Account Part 2: Sending the Application Forms to COL.pdf

(or right click then save link as to download)

 

Step 3: Fund Your Online Account

Here you’ll learn the different ways on how to fund your COL account.

Just click on the link below to get the tutorial.

>> How to Fund Your Online Account.pdf

(or right click then save link as to download)

 

Now that you have an online account, you can start investing in the stock market.

The following steps (4-7 + 3 bonuses) may be followed either to the letter, or only as you see fit.

The important part is that you already know how to do it, when the need arises.

Step 4: Buy Your First Stock

Once you have your account, it can be a bit confusing on what exactly to do.

Click on the tutorial below to find out how you can buy your first stock.

>> How to Buy Your First Stock in CitisecOnline.pdf

(or right click then save link as to download)

 

Step 5: Take a Look at Your Portfolio

If you’ve already bought stock, it should be in your portfolio.

Click on the tutorial below to know how to go and understand your portfolio.

>> Checking Your Portfolio.pdf

(or right click then save link as to download)

 

Step 6: Selling Your Stocks

This step is optional, but you should know how to do it for when the need arises.

It’s very similar to buying your first stock, with just a few clicks different.

>> Selling your Stocks in CitisecOnline.pdf

(or right click then save link as to download)

 

Step 7: Withdraw Your Funds

Again this step is optional but you should know how to do it just in case.

In contrast with Step 3 above (which shows you how to put money into COL),

This step shows you how to take money from the COL account

Click on the link below to view the tutorial.

>> Withdrawing from Your CitisecOnline Account.pdf

(or right click then save link as to download)

 

 

Bonus #1: Stress-Free Investing with the “Stocks Update”

The Stocks Update is one of the benefits of being a Truly Rich Club Member.

In this tutorial, you’ll see how the Stocks Update

helps in making investing easier for the members.

Just click on the link below to view the tutorial.

>> Easy Investing with the Truly Rich Club’s Stocks Update.pdf

(or right click then save link as to download)

 

Bonus #2: How to Sign-up to the Truly Rich Club

If you would like to have the StocksUpdate as your guide in investing,

you would need to sign-up with the Truly Rich Club.

I made this tutorial because the sign-up page is a bit-confusing.

Just click on the link below to view the tutorial.

>> How to Enroll in the Truly Rich Club.pdf

(or right click then save link as to download)

 

Bonus #3: How to Buy into an Initial Public Offering (IPO)

An IPO is when a new company becomes listed into the stock market.

In this tutorial you’ll learn how to get into these IPOs.

You know the drill!

>> How to Buy into an Initial Public Offering.pdf

(or right click then save link as to download)

 

And we’re done! I hope that you’ve learned a lot in these tutorials.

If you benefited from them in any way, please share it with your friends and family.

 

Let’s spread financial literacy!