RHBInvest Mobile App 2.0 User Guide for ipad

Transcription

1 RHBInvest Mobile App 2.0 User Guide for ipad Page 1

2 Contents Login to RHBInvest Mobile App 2.0 for ipad... 3 Stocks Tab... 4 Order Placement... 5 Amend / Withdraw Order... 7 Watchlist Alert Criteria Order Status Portfolio Change Password Settings Page 2

3 Login to RHBInvest Mobile App 2.0 for ipad Use the same set of User ID and Password for the internet trading platform to access the RHBInvest Mobile App 2.0 for ipad. Enter User ID Tap on Log In Enter Password Page 3

4 Stocks Tab Tap on Stocks screen. Select different lists on the left menu to display the Top 30, Watchlist, Indices and Market Summary Log out Access different exchanges Select a counter to get detailed information Search for counters by entering either the stock name or code Tap the red arrow to expand the screen Tap to select another exchange Page 4

5 Order Placement Tap on the Buy/Sell action on the top right corner of the stock information box. Details of the selected counter will be shown on the order ticket. Notes: 1. Amalgamation is the consolidation of several trades into one. It is only applicable for SGX trades placed for the same counter, on the same market day with the same action (Buy/Sell) and payment mode (Cash/CPF/SRS) 2. Please ensure that your trading account has been linked up with the CPF Investment Account in order to submit CPF trade or with your SRS account in order to submit SRS trade Counter information and chart Tap on the + or to add/reduce the price based on the bid size and lot size Please ensure you have entered the correct password before submitting the order The following order confirmation will appear upon selecting Submit Please confirm the order details before proceeding with the order placement Page 5

6 The following will appear upon selecting Confirm Page 6

7 Amend / Withdraw Order You can amend / withdraw your submitted order provided that the order is not filled yet. If the order is partially filled, you can only make amendment / withdrawal on the unfilled quantity. You can amend your order from the Orders tab. Tap the counter row on the screen to show the options menu. Then select Amend to modify the order or Withdraw to cancel the order Tap on refresh to obtain the latest updates Select Amend to modify the order or Withdraw to cancel the order Page 7

8 The following order amendment screen will appear upon selecting the Amend button Tap on the box to input the price and quantity Tap on + or - button to adjust based on the bid size and lot size Please review the amended details before tapping Confirm Page 8

9 The following order withdrawal screen will appear upon tapping the Withdraw button Page 9

10 Watchlist Adding counters into your Watchlist allows you to monitor your favorite counters on the move. Any amendment of the Watchlist via the ipad app will be mirrored across the RHBInvest SG web platform and mobile apps. Tap on the watchlist tab on the left menu to view your watchlist(s) Tap on the Edit button to change the name of the watchlist or remove counters Type in the stock name or code to search Plus (+) button to add the counter to the watchlist Page 10

11 Select the watchlist action on the counter information screen Tick on the watchlist to add the counter. You can select more than one watchlist Page 11

12 Alert Criteria You can add an alert of a specific stock from RHBInvest Mobile App 2.0 for ipad. Please log in to the RHBInvest SG web platform in order to configure the alert address by adding your phone number or address. You can go to alert criteria screen from the Top 30 screen by tapping the counter that you want to add or by accessing the counter information Enter the stock name or code to search Tap on + to add the alert to the list Enter the alert value Page 12

13 Order Status The Orders tab allows you to check the latest update on the order that you have submitted. You can also check your orders for the last 3 trading days. Tap on the drop down list to select the different duration Tap on the counter row to see the order details Order details Tap on the Legend to view the status description Page 13

14 Tap on Filter to refine the order display Select the Reset button to clear the filter(s) applied Page 14

15 Portfolio You can access your holdings with us, past trades and outstanding balance. You could also check your profit and loss for current holdings and add a new contract on your portfolio. Select to filter your portfolio from the drop down option + Contracts to manually add a contract to your portfolio Swipe left or right to view more details of the contract You can view the details of all contracts on the same counter Page 15

16 Change Password Tap on the Account tab to change your password Settings Choose the screen to display first each time once you log in Activate this to place an order when you tap on a price level of the Market Depth function Tap to view the help overlays Page 16

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