Platform quick guide. This handy guide provides an overview of the many tools and features available on the platform.

Transcription

1 Pltform quik guide This hndy guide provides n overview of the mny tools nd fetures ville on the pltform. Lern how to set wthlists nd lerts, ple nd mnge orders, monitor positions, ess mrket news, hrts, sttements nd muh muh more.

2 Contents 1. Nvigtion overview 2. Finding stok 3. Produts 4. Pling domesti trde 5. Pling n interntionl trde 6. Your ount 7. Your Options ount 8. Options t 9. Options order tiket 10. Stok speifi mrket informtion 11. Wthlists 12. News nd reserh 13. Trding tools 14. Advned hrting 15. Alerts 16. IPO entre 17. Settings 18. Edution 19. Live ht support

3 1. Nvigtion Overview d e l m n f g h i j k. Enter stok ode or nme in the serh instruments field.. View messges on trde events, stok lerts nd invoies.. Crete nd mnge lerts. d. Mnge personl detils, mrket dt nd trding preferenes. e. View your ount numer, holdings nd ville lne. f. Selet, serh or filter for ville produts. g. Mnge your existing positions nd orders, view your order history, onfirmtions, sttements nd run tx nd portfolio reports. h. Ple trde. i. Open n existing wthlist or rete new one. j. Aess the ltest mrket news nd nlysis, eonomi lendr nd dividends lendr. k. Aess our setor nlysis, tehnil nd fundmentl mrket nlysis, reserh, lerts nd IPO entre. l. Aess edution mterils, dditionl ount forms nd lient support informtion inluding live ht. m. Seurely log out of the pltform. n. Hide the ount detils r.

4 2. Finding stok Aess mrket informtion nd ple trde quikly y hovering over the stok from the summry pge.. Hover over ny stok to ring up the stok menu to ess ourse of sles, reserh, hrts nd more.. Enter the ompny nme or stok ode.. Selet from either live quote, nlysis or trde options. d. Quikly ess up to five reently viewed stoks. d

5 3. Produts. Serh nd filter for ll equities ville to trde in your seletion.. View the urrent pries nd onstituents of Indies.. Serh nd filter for ETFs & ETPs ville to trde. ETFs & ETPs re rnge of investment funds tht hold olletion of ssets like shres, ommodities nd onds. d. Serh nd filter for unlisted mnged funds tht n e ought nd sold through the mfund Settlement Servie. e. Filter to see ll ville Wrrnts to trde*. f. Serh nd filter for ville Exhnge Trded Options*. g. Serh nd filter for ville Interest Rtes Seurities to trde*. h. Find the ltest spot rtes nd ross rtes. i. View the pries of Futures. j. See the ltest prie movements for populr ommodities. k. View sved queries for the seleted region. d e f g h i j k *Only ville when Austrli is seleted s the region.

6 4. Pling domesti trde Hover over ny stok ode on the pltform to lunh the order tiket or selet your order tiket from Trde drop down menu. d e f g. Enter the stok you wnt to trde.. Clik the uy or sell utton to hnge the order type.. Enter the quntity you wish to uy or sell. d. Selet the order instrutions hoose etween Limit, At Mrket, or Conditionl Order. e. Selet n expiry for your order Good Till Cnelled, Dy Only, or speifi dte. f. Add n optionl stop loss order to this position to protet ginst dverse prie movements. g. Add n optionl tke profit order to this position so tht you n exit your trde when n dvntgeous prie is rehed. h. Enter trding PIN to ple your order. h Order instrutions: Limit prie A mximum prie on uy order or minimum prie on sell order. If the mrket doesn t reh the set prie, the order won t e exeuted. At mrket An order tht you use to speify the diretion nd size of trde, ut not the prie, whih will generlly e pled 3 prie steps ove or elow the lst sle. Conditionl order An order tht sets trigger to exeute sed on set of riteri or mrket onditions. Stop loss An option to sumit n order to the mrket to lose your position when the prie rehes your speified stop-loss prie. Tke profit An option to sumit n order to the mrket to lose n open position t more profitle prie ompred to the prie when pling the order. Expiry definitions: Good till nelled The order will not expire until it is filled or the stok is purged y the ASX. Dy Only This type of order will expire t the end of the dy if it hs not filled.

7 5. Pling n interntionl trde Hover over ny stok ode on the pltform to lunh the order tiket or selet your order tiket from Trde drop down menu.. Enter the interntionl stok you wnt to trde hek you hve seleted the orret mrket. You n see this next to the stok ode.. Clik the uy or sell utton to hnge the order type.. Enter the quntity you wish to uy or sell. d. Selet the order instrutions Limit prie. e. Selet n expiry for your order Dy Only. f. Estimted Brokerge nd fees. g. FX uffer rte this is pplied to uy orders only t the time of plement to protet ginst urreny movements. Any exess uffer will e unloked on order exeution. h. Enter trding PIN to ple your order. d e f Order instrutions: Limit prie A mximum prie on uy order or minimum prie on sell order. If the mrket doesn t reh the set prie, the order won t e exeuted. At mrket An order tht you use to speify the diretion nd size of trde, ut not the prie whih ould e pled 3 prie steps ove or elow the lst sle. Expiry definitions: Dy Only This type of order will expire t the end of the dy if it hs not filled. g h

8 6. Your ount d e f g h i. Chek your ount informtion.. View your urrent holdings.. View ll open orders nd downlod summry of these trdes. d. View nd downlod pst orders. e. View nd downlod ll your order onfirmtions. f. Chek the performne of your holdings. g. View nd downlod ll ount nd sh sttements within speified time period. h. Aess free tx & portfolio reporting from Shresight. i. Withdrw funds to linked nk ount. j. Request trnsfer of issure sponsored seurities to nominted ount. j

9 7. Your Options ount. View your urrent Options level, or lik through to inrese your Options trding level y seleting ogwheel > Trding Settings.. View the strtegies ville to eh Options trding level, nd selet the Options quiz level you with to omplete. i. Eh Options trding quiz is mde up of ten questions nd requires 80% to pss. You hve totl of four ttempts t eh Options quiz level. ii. You do not hve to tke these quizzes onseutively, you n pik the level you wnt to progress to. Options trding levels You will need to tivte your Options ess, it will not e swithed on y defult.

10 8. Options t Hover over ny stok ode nd lik on the Options t in the order tiket, or selet Options from Produts drop down menu. d e f i h g k l j. Enter the stok ode of the underlying Options seurity.. Selet from the list of ville strtegies.. Selet the expiry dte depending on your Options. d. Filter y Amerin or Europen Options. e. Selet the numer of strikes to disply. f. Vlution Voltility Set the voltility used for theoretil Options prie vlution. g. Strike prie is displyed. h. If trding Buy Write, Collr or Mrried Put, the underlying stok will e inluded in the order. i. Historil Voltility. j. View Clls. k. View Puts. l. Selet the relevnt strtegy y hoosing Clls or Puts nd lik order tiket to onfirm your order. Your strtegy will disply on the order tiket.

11 9. Options order tiket e. Legs of strtegy.. Clik to djust order quntity.. View the estimted rokerge, fees nd totl ost of the order. d. Selet etween Pyoff or Vlue when viewing the pyoff hrt. e. View Theoretil prie estimte. f. You n view Option Greeks nd djust the voltility vlues to see their impt in the Greeks. g. Enter trding PIN to ple your order. f g d

12 10. Stok speifi mrket informtion Review stok s performne with ess to depth, ourse of sles, hrts, news nd reserh plus muh more. You n ess ll of this informtion on ny stok s profile pge.. Get quik snpshot of the stok s ompny overview.. See the numer of uyers nd sellers, volume nd pries of the stok.. View summry of ll trdes tht hve tken ple throughout the trding dy. d. Red the ltest stok relted news from Dow Jones nd ASX. e. Aess omprehensive fundmentl reserh on vlue, inome, risk profiles nd growth rtes. f. Aess oth si nd dvned hrts for the stok. g. View/downlod historil pries of the stok. h. See ville Options for the stok with the ility to filter y expirtion dte nd rnge. i. View ville Wrrnts for the stok. j. View the Interest Rte Seurities ville for the stok. d e f g h i j

13 11. Wthlists Crete wthlists ontining your fvourite domesti nd interntionl produts for esy ess.. View defult wthlists.. Clik on Crete Wthlist to rete new list.. Add stoks to your new list y entering the stok ode nd seprting them with omms. d. Enter nme for the wthlist nd lik rete. e. View your list in either Wthlist view or Portfolio view. f. View wthlist in pop out window, edit or delete the wthlist. d e f

14 12. News nd reserh. Live news nd nlysis to keep you up to dte with the ltest mrket informtion.. Get snpshot of orporte tion dtes, esily filtered y events nd setors.. View upoming dividends for ll ASX-listed ompnies, inluding ex-dividend nd py dtes, ents per shre nd frnking perentge.

15 13. Trding tools. Compre key metris like ernings per shre, dividends per shre nd dividend yield, ross setors nd susetors to view the top 300 ASX stoks.. View str-rted reports from thesreener.. View under/over vlued stoks inluding fir vlue nd liquidity rtings. d. View/edit your lerts. e. View nd id on urrent Austrlin IPOs with OnMrket Bookuild. d e

16 14. Advned hrting Lunh our dvned hrts from the Advned Chrt ion t the top of ny stok profile pge or y liking the link elow the hrt displyed on the stok summry pge. d e f g h i. Aess lrge suite of drwing tools trend lines, Fioni, Gnn nd mny more.. Chnge the time frme overed y eh ndlestik/r or the mount of history shown on the hrt.. Selet your preferred hrt type ndlestiks, r hrts nd more. d. Compre the performne of different stoks on single hrt. e. Serh for hrt ptterns. f. Add studies like moving verges, RSI nd mny more. g. Chnge the look of your hrt vi multiple settings. h. Sve your drwings nd studies then sroll through different senrios using presets. i. Clik through stoks of interest y setting up wthlists then liking to ring up hrts with sved drwings nd pre-set studies.

17 15. Alerts Mnge your lerts y simply hovering over the tools menu nd seleting Alerts.. Enter the stok ode.. View your history of lerts.. Top up your redits to dd more lerts. d. Selet from prie, news, sttus or volume lert nd lik Add Alert. e. Shows the delivery mode seleted for prtiulr lert. f. View how mny times this lert hs een triggered. g. Edit the lert settings. d e f g

18 16. IPO entre Browse the rnge of OnMrket offers ville on our IPO Centre. Simply register with the OnMrket pltform nd provide your HIN to ple your id. Your holdings will semlessly e dded to your designted portfolio one the offer is suessfully losed.. You n ess our IPO entre y hovering over the Tools menu nd seleting IPO Centre. Clik Bid now to lern more out n ville IPO.. Get n overview of the seleted IPO inluding importnt dtes, shre prie, minimum id nd the size of the offer y liking in the Detils olumn.. If you wish to id on the OnMrket pltform, you will need to lik on the Invest now utton to ess the Bendigo Invest Diret OnMrket portl nd register with your Holder Identifition Numer (HIN).

19 17. Settings Configure your ount nd pltform to suit your individul needs y using the inuilt preferenes nd settings.. Aess your pltform preferenes y hovering over the ogwheel in the top left hnd orner of your sreen. Selet from: i ii iii Personl Detils hnge your usernme, pssword, trding PIN or other personl detils. You n lso mnge your emil ommunitions nd site preferenes here. Mrket Dt Susriptions. Trding Settings updte your order tiket style, enle or disle your trding PIN nd mnge your Options trding levels nd interntionl mrket ess.. We reommend the use of trding PIN for dditionl seurity.

20 18. Edution Expnd nd test your knowledge of the Austrlin shre mrket with the investing IQ modules ville diretly on the pltform. This free progrm is designed to provide you with the fundmentls to help you tke ontrol of your trding nd investment deisions.. Aess Investing IQ from the support menu in the top right hnd orner of your sreen.. Choose from rnge of topis to omplete from the modules menu.. Mster the fundmentls nd uild your mrket knowledge. d. Lern importnt strtegies to help uild your trding pility. d

21 19. Live ht support Aville from 8m 5.30pm Mondy to Fridy nd esily essile y liking on the ht now utton found in the ottom right hnd orner of the pltform. Clients n ll outside of these times for interntionl ssistne.

22 Bendigo Invest Diret GPO Box 5351 Sydney NSW 2001, Austrli Phone Emil The informtion in this Pltform Quik Guide is generl dvie only nd does not tke into ount your personl ojetives, finnil sitution, or needs. You should onsider its ppropriteness to your irumstnes efore ting on this informtion. Bendigo Invest Diret is servie provided y CMC Mrkets Stokroking Limited ABN AFSL No ( CMC Mrkets Stokroking ), Prtiipnt of the ASX Group (Austrlin Seurities Exhnge), SSX (Sydney Stok Exhnge) nd Chi-X (Chi-X Austrli) t the request of Bendigo nd Adelide Bnk Ltd ABN , AFSL ( Bendigo ). For opy of the terms nd onditions relting to the Bendigo Invest Diret servies nd the Finnil Servies Guides for CMC Mrkets Stokroking or Bendigo (or other relevnt dislosure douments), ontt us on or vi emil t info@endigoinvestdiret. om.u. Neither CMC Mrkets Stokroking nor Bendigo re representtives of eh other. To the extent permitted y lw, Bendigo will not gurntee or otherwise support CMC Mrkets Stokroking s oligtions under the ontrts or greement onneted with Bendigo Invest Diret. The informtion ontined in this quik guide ws urte t the time of pulishing. (A ) (01/19)