Online Trading User Guide

Transcription

1 Online Trading User Guide Monex Securities Australia Pty Ltd AFSL No: ABN: Registered Office: Level 2 - The Bond, 36 Hickson Road Sydney NSW 2000

2 About This Guide This guide takes you through the process of Monex account online trading Contact Information Monex Securities Australia Pty Ltd Level 2 - The Bond, 36 Hickson Road Sydney NSW services@monexsecurities.com.au Phone:

3 Contents About This Guide... 1 Contact Information... 1 Overview... 3 Open the Trading Page... 3 Build Your Own Watchlists... 4 Place an Order... 7 View Pending Orders Change an Order Cancel an Order Check Intraday Executions View Order History

4 Overview This guide takes you through the process of using your Monex account for online trading, including: Watchlists Open the Trading Page Build your own watchlists Place an Order View Pending Orders Change an Order Cancel an Order Check Intraday Executions View Order History Open the Trading Page 1. Open your internet browser, visit and login to your account 2. On the left menu, click My Details > Trading Accounts > Login as CA# (your trading account number) 3

5 Build Your Own Watchlists The Monex platform allows users to create up to 10 multi-market watchlists with up to 30 symbols in each. You can select various ways to view your watchlists and customise this based on your preferred metrics. 1. Select Stock Quote > My Watchlist > Add Watchlist 2. Select Rename, Edit Price/Qty or Delete to manage your watchlist 4

6 3. To add stocks into your watchlist, select the country and enter the stock symbol and click on Add Stock to add it into your watchlist. The symbol lookup tool can help you to search for the stock symbol. 4. Click on a specific stock on your watchlist to view the chart The chart platform supports for different kinds of indicators like moving averages, MACD, etc. 5

7 5. Select Add View to select the information you want to view, such as volume, day range, etc. 6

8 Place an Order 1. Start Placing an Order To place a buy order, go to Buy Order > Limit Buy or Market Buy Limit Order: you can choose a limit price to place an order Market Order: order placed at market price 2. Select Market Select the market you would like to trade in the pull-down menu. 7

9 3. Enter Stock Code 4. Code Search To search for a stock, click on Code Search 8

10 5. Select Order Type If you want to execute your order at a particular price, select Limit to place a limit order. To execute your order instantly at market price, select Market to place a market order. 6. Enter Limit Price Enter the price that you would like to purchase the stock at. Your buy order will be executed at a price equal or below the Limit Price specified by you. 9

11 7. Specify Quantity Input the quantity of shares you would like to buy. 8. Calculate Maximum Purchase Quantity Click the calculator icon next to the Quantity field and it will tell you the maximum shares you can buy with 1) total funds available, or 2) the expected amount you want to invest. 10

12 9. Review the Gross Amount The gross amount of your order will be calculated automatically for your reference. Click the cash register icon to see the breakdown of the estimate total cost. 10. Select Good Till Date Select the good till date in the pull-down list or click the calendar icon to select a date. Your order will be valid until the Good till Date, the maximum good till date that you can select is 30 days from the day you place the order. 11

13 11. Confirm and Submit Your Order 12. Order received Once order received, an order ID will be generated. Click View Pending Order to check your order status 12

14 View Pending Orders 1. View Pending Orders To view all the unfilled orders, go to Order Status > Pending/ Intraday Executions 2. View Order Status To view the detail order status, click the respective order ID Change an Order 1. Change Order To change any unfilled order, click the Change link on the order status page. 2. Input Changes & Submit You can change the quantity, limit price and good till date (if applicable). Kindly note that any change to price will only affect unfilled quantity. 13

15 3. Change Instructions Received 14

16 Cancel an Order 1. Cancel an Order You can cancel an unfilled order by clicking the Cancel link on the order status page. To cancel more than one order at a time, check the boxes of the respective orders and click the bulk cancel button. 2. Confirm Cancel Instructions 3. Cancel Instruction Received 15

17 Check Intraday Executions 1. View Intraday Executions To view all your filled order(s) today, go to Order Status page and check Intraday Execution Report View Order History 1. View Order History You can check the details of your previous instructions by selecting Order History in the menu bar. 2. View Instruction History You can view the instruction history of any specified period within recent 3 months. 16

18 3. View Instruction History For details of the instruction, click the respective Order ID (Version 1.5) 17