LOGIN. Tap on the Remember Me button to save the username information. For subsequent login, you only need to enter the password

Transcription

1 LOGIN Enter a valid user name and password then tap the Login function Tap on the Remember Me button to save the username information. For subsequent login, you only need to enter the password If you have forgotten your password, please tap on Recover here If you are not a customer, please sign up now

2 REAL TIME STREAMING CONFIGURATION If you choose to have real time streaming, you may incur higher internet data charges. You will need to tap on the YES button to set Real time streaming At any point of time, you can change this setting in the Settings page If you choose not to have real time streaming, the market data information captured is as per the time that you access the page To refresh the data, simply tap on at the top of the page screen At any point of time, you can change this setting in the Settings page

3 NAVIGATING RHB TRADESMART MOBILE APP View the latest composite index of FBMKLCI and market scoreboard View the indices like FBM KLCI, Construction, Trading/Services, Finance and etc. Access Top Volume, Top Gainers, Top Gainers %, Top Losers, and Top Losers %. Add stocks to your favorite list. Check the order status with filtering functions. Calculator to calculate your P/L and breakeven point Look up a particular stock by entering the full or partial text of stock code or name. Check Bursa news for stocks that may have made any announcements. Display stock holding position held as at previous trading day View Price Alerts that you have set here View technical charts of your stocks here Important messages are displayed here. Manage application settings Logout button

4 STOCK INFO Display market depth and other stock info, e.g. reference, high, low, open, and volume. View intraday chart View summary of time and sale for last 20 trades View related stock news headlines

5 MY WATCHLIST & PRICE ALERTS ADD STOCK From Top Stocks page, tap on the stock to view Stock Info OR click on the Search icon to search for a stock Tap on this for options Select to add the stock to Price Alert or Watchlist VIEW & EDIT YOUR WATCHLIST To view your Watchlist, go to Menu and click on Watchlist Click here to view your watchlist as a list or in grid view You may click here to rename your watchlist, add or remove stocks from your watchlist Click here to select your watchlist VIEW PRICE ALERTS To view your Price Alerts, go to Menu and click on Price Alert

6 BUYING AND SELLING Long press on the stock on Quotes page or tap on the stock to get to Stock Info page. Click BUY or SELL Select Account, enter all order details, key in Trading Pin and hit the BUY or SELL button

7 BUYING AND SELLING Placing a Good-Till-Date (GTD) order Notes to placing GTD order Select the date and tap on OK. You can select up to a maximum of 30 days Available for BME and foreign markets. GTD order for BME will be termed BURSA GTD. Upon submission to BURSA, the order will reside there until it is matched, expired or cancelled by client. BURSA GTD order will be eliminated automatically when: Tap on Validity The GTD order(s) is more than your available trading limit. The counter is suspended from trading/delisted by the respective Exchange. The counter goes through Corporate Exercise. The price of the order falls outside the price limit range

8 BUYING AND SELLING Placing a Conditional order Notes to placing Conditional order Key in the conditions that you want to set and tap on OK Conditional order is allowed for normal market for all exchanges except ASE. When user ticks on This order will be placed upon meeting the following criteria checkbox the following fields will be enabled for user to enter the trigger condition. Exchange Stock Code/Name Tap on Condition Price condition (Greater Than, Less Than or Equal To) Price Note: Conditional orders are allowed on all Exchanges except for ASE.

9 BUYING AND SELLING Placing a Stop Limit order Tap on Order Type Key in your Stop Price. For BUY orders, the stop price must be greater than or equal to last done or reference price. For SELL orders, the stop price must be lower than or equal to last done or reference price. Notes to placing Stop Limit order For Buy stop limit order, The Stop Price must be greater or equal to last done price or reference price in the absence of last done price. The order price must be greater or equal to the Stop Price. Order Price >= Stop Price >= Last/Ref Price For Sell stop limit order, The Stop Price must be lower or equal to last done price or reference price in the absence of last done price. The order price must be lower than or equal to the Stop Price. Order Price <= Stop Price <= Last/Ref Price

10 BUYING AND SELLING Completing order placing Order Confirmation page will confirm if your order has been successfully placed To complete the order, click on Confirm

11 ORDER STATUS To check on Order status, click on Order Status once you successfully submit your order or find Order Status on the menu

12 ORDER STATUS This is where you can filter your orders Tap on the order to view Order Details

13 ORDER STATUS Tap on Event to view the time log of all orders

14 ORDER STATUS For advanced filter, click the filter icon

15 CANCEL/REDUCE ORDER QUANTITY From Order Details page, click on Cancel to cancel or Reduce to reduce your order quantity. Note: Cancellation can only be done for stocks which display In Market or Received in the status field.

16 PORTFOLIO To view your account details, go to Account Portfolio from the menu Select the account that you wish to view or select Portfolio to view your shareholdings

17 PORTFOLIO Filter by: - Account Numbers - Currency - Account Summary (Account details) - Outstanding Summary (Transaction Summary) On Portfolio, you can view your shareholdings of each account.

18 SETTINGS REAL TIME STREAMING Turn ON or OFF on the real time streaming feature NOTE When real time streaming is on, the system will remove the refresh icon and last update date time field from the top right of the screen. will display the refresh icon and last update date time field at top right of the screen in Market Summary, Indices, Top Stocks, Watch List, Stock Info, Order Pad, Portfolio and Order Status screen. CHANGE PASSWORD Change password by entering existing password and new password then confirm the new entered password Once the password is updated, a confirmation message will be displayed CONTACT US Tap on any of the contacts to obtain our customer service representative s assistance.