Securities Trading

Đấu giá mới nhất

Securities Trading

1. ADD STOCK SYMBOL TO WATCHLIST

Step 1: Create new Watchlist: Click on Watchlist → Fill in watchlist name → Click + button

Step 2: Add stock symbol to watchlist in one of the following ways:

Method 1: At Watchlist screen, type stock symbol in the search box → Enter

Method 2: At Price Board, click the three dots icon next to the Stock symbol → Click Add to Watchlist → Choose the watchlist you want to add symbol.

Method 3: Open Detail Symbol Stock screen → Click Follow button → Choose the watchlist you want to add symbol.

2. REMOVE STOCK SYMBOL FROM WATCHLIST

Select the stock symbol needed to remove on watchlist → Click X button beside the symbol to remove

1. PLACE EQUITIES ORDER

Method 1: In Equities mode, click Buy/Sell button on the price board or quickly double click the stock symbol which Customers are monitoring, the order screen will display.

Method 2: In Equities mode → Select Trading → Select Place Order, the order screen will display.

Method 3: Select the stock symbol you want to place order → Click on the three dots icon → Click Buy or Sell button to open the order screen.

Method 4: Press Ctrl + B to open the BUY order window; Press Ctrl + S to open the SELL order window.

2. EQUITIES TRADING

Step 1: Select an account and enter the information of Symbol, Quantity, Price then click the Order BUY/ Order SELL button. Customers can use the mouse/enter key/ tab key/arrow keys to move between fields and select the pin icon to save the information fields depending on their needs..

Step 2: Confirm order by using the registered authentication method. Check the order information and select Confirm

3. EQUITIES TRADING: MULTIPLE ORDER

Step 1: Enter initial Symbol, Quantity, Price → Tick Multiply order to place multiple similar orders or multiple orders with volume increasing/decreasing gradually according to initial volume, price increasing/decreasing gradually according to the initial price

Step 2: On the Multiple Order screen, fill in the number of orders/ volume step/price step. The system will automatically calculate the total volume & total value based on the information entered.

4. EQUITIES ORDER BOOK

Step 1: Check the information of the order that has been placed in the Order book, which is automatically displayed on the screen after completing placing the order. Cancel/Edit queue orders as needed. Customers can choose to cancel one/many or all orders.

Step 2: Look up details and filter order information according to customers’ needs.

5. PREMARKET EQUITIES ORDER

Customers can place orders for the next trading day from 15:30 of the current day with the same steps as placing orders on normal trading hours. For details on premarket order regulations, please refer here.

1. PLACE DERIVATIVES ORDER

Method 1: In Derivatives mode, click Order button on the price board or quickly double select the stock symbol which Customers are monitoring, the order screen will display.

Method 2: In Derivatives mode, select Trading → Select Place Order, the order screen will display.

Method 3: Select the stock symbol you want to place order → Select on the three dots icon → Click Order button to open the order screen.

Method 4: Press Ctrl + B or Ctrl + S to open the place order window

2. DERIVATIVES TRADING

Step 1: Enter the information of Symbol, Quantity, Price then click the BUY (Long)/ SELL (Short) button. Customers can use the mouse/enter key/ tab key/arrow keys to move between fields and select the pin icon to save the information fields depending on their needs.

Step 2: Confirm order by using the registered authentication method. Check the order information and select Confirm.

3. DERIVATIVES ORDER BOOK

Step 2: Look up details and filter order information according to customers’ needs.

4. DERIVATIVES CONDITIONAL ORDER

Step 1: On the derivatives order screen → Select Conditional Order

Select the type of conditional order according to Customers’ needs. Currently, SSI provides 6 types of conditional orders to help optimize efficiency and minimize risks according to investors' automated investment strategies. For more details, click here

Step 2: Enter information: Quantity, Order price and condition fields depending on each type of conditional order.

Step 3: Check conditional order information and confirm order by using the registered authentication method

Step 4: The system will automatically display the Order Book after the order is placed to check the order matching results.

1. STOCK TRANSFER

Step 1: Create a request

Select a source account and a destination account
Select the stock code and quantity to be transferred from the list to make the request

Step 2: Confirm the request

The system will display a request to enter the corresponding authentication code depending on the authentication method the customer has registered.

Enter the verification code and click Confirm button to complete.

Step 3: Look up history

Search by sub-account/ status/ transaction time
- Sub-account: select the account you want to search for information.
- Status: select the status you want to search, including: All, Approved, Cancelled, Pending.
- Time period: Data is supported for the last 6 months only. The query duration must be less than 1 month.
Select Clear filter to return to viewing default data.

2. CW IPO

Step 1: Log in iBoard Lite → On Equities mode, click on Trading → Click on CW IPO → Select the IPO Information tab to display the warrant codes currently IPO

Enter the warrant code you want to register to buy
Click Details to view the prospectus of the selected warrant
Click Register button to buy the selected warrant

Step 2: Create a request

Select the sub-account and warrant code you want to register to buy IPO
Fill in the volume of warrants you want to register to buy (the volume of orders must satisfy the conditions: Minimum purchase volume <= registration quantity <= Maximum purchase volume according to actual amount)
Click to agree to the terms and conditions of registering to buy IPO → Click Next button to confirm the registered IPO purchase content, click Cancel button to delete the entered information and re-operate.

Step 3: Look up history

Track status and subscription history to buy IPO CW.

Customers can cancel registered/processing status requests

3. ORDER CONFIRMATION

The Order confirmation feature helps customers confirm orders placed by account management brokers

Step 1: Create a request

Select the order that needs confirmation according to the following criteria: Account number, stock code, order type, Confirmation Channel, Order date. Click the Confirm order(s) button or Confirm all orders button

Step 2: Confirm the request

Confirm the request using the registered Authentication Method and click the Confirm button

Step 3: Look up history

Filter Confirmed status to view all the orders confirmed.

Select one of the criteria to look up order confirmation history: Sub-account, symbol, order type, status, transaction time.

Note: Data is supported for the last 1 year only. The default display data is 1 year from the date of the furthest order requiring confirmation.

Click Clear filter button to return to default data or Export excel to .

4. RIGHT INFORMATION

RIGHT INFORMATION

On Equities mode, select Trading → Select Right Information to track all the entitlements associated with their stock portfolio and register for online purchase rights.

Here are the different types of rights that can be monitored:

Cash Dividend Rights.
Stock Dividend Rights
Stock Bonus Rights
Rights to Purchase Additional Shares/Convertible Bonds

Step 1: Create a request

Log in iBoard Lite > Select Trading > Select Right Information
- Check the list of stock codes eligible for purchase rights under the Stock purchase right (Additional stocks/Convertible bonds) tab.
- Select the Stock code you want to exercise your rights, click Register