Trading Utilities
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Step 1: Creating a Request
To initiate a stock transfer request, follow these steps:
- Log in to iBoard Web > Equities Trading> Stock Transfer
- The customer selects 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
Step 3 : Look up history
Select the "Securities transfer history" tab to look up securities transfer information (look up by time/execution status).
The "IPO Information" feature helps customers keep track of all warrant codes that have been and are in the process of being issued
Step 1 : Create request
- Log in to iBoard Web > Select Equities Trading > Select “CW IPO”
- Select the "IPO Information" tab to display the warrant codes currently IPO
- Select the warrant code you want to register to buy, click "Details" to view the prospectus of the selected Warrant or click the "Register" button to buy the selected warrant
Step 2 : Confirm the 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)
- Select the account to receive money back in the box "Account number to receive money back" (in case the registered quantity is not purchased, registration is unsuccessful...). Click to agree to the terms and conditions of registering to buy IPO → Select "Next" to confirm the registered IPO purchase content, select "cancel" to delete the entered information and re-operate.
Step 3 : Check history
Track status and subscription history to buy IPO CW. Customers can Cancel registered status requests
The "Order confirmation" feature helps customers confirm orders placed by account management brokers
Step 1 : Create request
Log in to iBoard Web → Select Account Management → Select “Order confirmation”
Select the order that needs confirmation according to the following criteria: Account number, stock code, order type, Confirmation Channel, Order date
Step 2 : Authenticate the request
Confirm the request using the registered Authentication Method
Step 3 : Look up history
Select the "Order Confirmation History" tab to view the status of confirmed orders
Select one of the criteria to look up order confirmation history: Account number, contract code, order type, confirmation channel, lookup time
Set up hotkeys
Customers can customize hotkeys for corresponding functions to facilitate stock trading operations.
Note:
Customers can set up a maximum of 3 keys, including 2 function keys and 1 alphanumeric key.
Quick Order Placement Setup
Customers can configure quick order placement based on frequently used trading volumes and commonly used stock codes.
Note: Customers can set up to 6 volume levels and 6 commonly used stock codes.
The “Rights Information” feature on SSI iBoard allows customers 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 RightsRights to Purchase Additional Shares/Convertible Bonds
Register for the right
Step 1 : Create request
- Log in to iBoard Web → Select Basic Transaction → Select “Rights 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”
Step 2: Confirm Your Request
Enter the quantity of shares you wish to register for purchase and confirm the request using the registered authentication method.
Step 3: Check Purchase Rights History
Select the “Registration Status” tab to inquire about the status of the recently executed purchase rights.
TRADING OPEN FUND CERTIFICATE:
Step 1: Access Menu > Basic transactions > Open fund certificates
Step 2 : Look up information and place an order
1. Select the All tab to look up information on Open Fund Certificate codes, click "Details" to look up information and how to trade Open Fund Certificate codes.
2. Select the S-FUND tab to look up information on Open Fund Certificate codes managed by SSI Fund Management Company (SSIAM).