user guide for ssi mobile trading - wap...2014/06/25 · user guide for ssi mobile trading (wap)...

USER GUIDE FOR SSI MOBILE TRADING

(WAP VERSION)

April 2014

USER GUIDE FOR SSI MOBILE TRADING (WAP)

Version: 1.0 Date: 31 March 2014

Creator: Phan Thi Thu Trang

Approver: Lai Tuan Cuong

WWW.SSI.COM.VN Page 2

CONTENTS

1 INTRODUCE ABOUT SSI MOBILE TRADING (WAP) ....................................................................... 5

1.1 Log in the system ...................................................................................................................... 5

1.2 Main screen layout .................................................................................................................... 5

2 Main FUNCTIONS ................................................................................................................................ 6

2.1 Account management................................................................................................................ 6

2.1.1 Log in ..................................................................................................................................... 6

2.1.2 Change password .................................................................................................................. 6

2.1.3 Change pin code ................................................................................................................... 7

2.1.4 Change authentication type ................................................................................................... 8

2.1.5 Forget password .................................................................................................................... 8

2.1.6 Account management............................................................................................................ 9

2.2 Stock quotes ............................................................................................................................ 15

2.2.1 Favourite watch lists ............................................................................................................ 15

2.2.2 Stock screener ..................................................................................................................... 16

2.2.3 Full stock information ........................................................................................................... 16

2.2.4 Watch list ............................................................................................................................. 17

2.2.5 Margin stock list ................................................................................................................... 18

2.3 Trading functions ..................................................................................................................... 19

2.3.1 Order entry .......................................................................................................................... 19

2.3.2 Order status ......................................................................................................................... 23

2.3.3 Conditional order management ........................................................................................... 24

2.3.4 Conditional order management ........................................................................................... 27

2.4 Portfolio management ............................................................................................................. 28

2.4.1 Portfolio management ......................................................................................................... 28

2.4.2 Order history ........................................................................................................................ 29

2.5 Utility functions ........................................................................................................................ 31

2.5.1 Cash advance ...................................................................................................................... 31

2.5.2 Money transfer ..................................................................................................................... 34

2.5.3 News .................................................................................................................................... 39

LIST OF IMAGES

1. Screen layout............................................................................................................................................. 5 2. Log in screen ............................................................................................................................................. 6 3. Change password screen .......................................................................................................................... 6 4. Chage PIN screen ..................................................................................................................................... 7 5. Forget PIN ................................................................................................................................................. 7 6. Change authentication type....................................................................................................................... 8 7. Forget password screen ............................................................................................................................ 8 8. Account information management............................................................................................................. 9 9. Account information screen ....................................................................................................................... 9 10. Change account information ................................................................................................................. 10 11. E-trading information registration screen .............................................................................................. 10 12. Registered information of E-trading services ........................................................................................ 11 13. View registered information of E-trading services ................................................................................. 12 14. Change registered information of E-trading services ............................................................................ 12 15. Unsubscribe registered information of E-trading services .................................................................... 13 16. Account list ............................................................................................................................................ 13 17. Registered bank accounts ..................................................................................................................... 14 18. Account list ............................................................................................................................................ 14 19. Favourite watch lists .............................................................................................................................. 15 20. Favourite watch lists .............................................................................................................................. 15 21.Filter criterias .......................................................................................................................................... 16 22. Stock information ................................................................................................................................... 16 23.Watch list ................................................................................................................................................ 17 24. Add a new watch list .............................................................................................................................. 17 25. Delete a watch list ................................................................................................................................. 18 26. Margin stock list ..................................................................................................................................... 18 27. Buy order ............................................................................................................................................... 19 28. Confirmation of buy order ...................................................................................................................... 19 29. Send order ............................................................................................................................................. 20 30. Splitting order screen ............................................................................................................................ 20 31. Group order ........................................................................................................................................... 21 32. Confirmation of group order .................................................................................................................. 21 33. Cancel order .......................................................................................................................................... 22 34. Order status ........................................................................................................................................... 22 35. Order status screen ............................................................................................................................... 23 36. Filter order in order status ..................................................................................................................... 23 37. Time conditional order - TCO ................................................................................................................ 24 38. Priority order - PRO ............................................................................................................................... 24 39. Trailing stop order - TS .......................................................................................................................... 25 40. Edit conditional order screen – Stop loss order .................................................................................... 26 41. Conditional order management ............................................................................................................. 27 42. Cancel conditional order ........................................................................................................................ 27 43. Portfolio management ........................................................................................................................... 28 44. Cash balance ........................................................................................................................................ 28 45. Purchasing power of margin account .................................................................................................... 29 46. Order history .......................................................................................................................................... 29 47. Filter order in order history screen ........................................................................................................ 30 48. Cash advance ....................................................................................................................................... 31 49. Cash advance status ............................................................................................................................. 32 50. Cancel of cash advance request ........................................................................................................... 32 51. Cash advance history ............................................................................................................................ 33 52. Money transfer request ......................................................................................................................... 34 53. Money transfer to bank accounts with the same beneficiary names .................................................... 35 54. Money transfer to registered bank accounts ......................................................................................... 35 55. Money transfer to internal SSI accounts ............................................................................................... 36

56. Money transfer status ............................................................................................................................ 36 57. Cancel money transfer request ............................................................................................................. 37 58. Money transfer history ........................................................................................................................... 38 59. News ...................................................................................................................................................... 39

1 INTRODUCE ABOUT SSI MOBILE TRADING (WAP)

1.1 Log in the system

Customers log in the system by accessing the following link:

http://mobiletrading.ssi.com.vn

1.2 Main screen layout

1. Screen layout

2 MAIN FUNCTIONS

2.1 Account management

2.1.1 Log in

Log in the system by user name and password supplied by SSI:

2. Log in screen

2.1.2 Change password

3. Change password screen

2.1.3 Change pin code

4. Chage PIN screen

5. Forget PIN

2.1.4 Change authentication type

6. Change authentication type

2.1.5 Forget password

7. Forget password screen

2.1.6 Account management

2.1.6.1 Account information management

8. Account information management

9. Account information screen

2.1.6.2 Change account information management

10. Change account information

2.1.6.3 Registration information for E-trading services

11. E-trading information registration screen

12. Registered information of E-trading services

13. View registered information of E-trading services

14. Change registered information of E-trading services

15. Unsubscribe registered information of E-trading services

2.1.6.4 Internal account list

16. Account list

2.1.6.5 List of registered bank accounts

17. Registered bank accounts

18. Account list

2.2 Stock quotes

2.2.1 Favourite watch lists

19. Favourite watch lists

20. Favourite watch lists

2.2.2 Stock screener

21.Filter criterias

2.2.3 Full stock information

22. Stock information

2.2.4 Watch list

23.Watch list

24. Add a new watch list

Click here to create a new

favourite watch list

Click here to create a new

favourite watch list

25. Delete a watch list

2.2.5 Margin stock list

26. Margin stock list

2.3 Trading functions

2.3.1 Order entry

2.3.1.1 Buy/sell order

27. Buy order

28. Confirmation of buy order

29. Send order

2.3.1.2 Automatically split order

30. Splitting order screen

2.3.1.3 Group order

31. Group order

32. Confirmation of group order

2.3.1.4 Cancel order

33. Cancel order

2.3.1.5 Order status

34. Order status

Click vào đây để

thực hiện hủy lệnh

2.3.2 Order status

35. Order status screen

36. Filter order in order status

2.3.3 Conditional order management

2.3.3.1 Time conditional order - TCO

37. Time conditional order - TCO

2.3.3.2 Priority order - PRO

38. Priority order - PRO

2.3.3.3 Trailing stop order - TS

39. Trailing stop order - TS

2.3.3.4 Stop loss order - ST

40. Edit conditional order screen – Stop loss order

2.3.4 Conditional order management

41. Conditional order management

42. Cancel conditional order

2.4 Portfolio management

2.4.1 Portfolio management

43. Portfolio management

44. Cash balance

45. Purchasing power of margin account

2.4.2 Order history

46. Order history

47. Filter order in order history screen

2.5 Utility functions

2.5.1 Cash advance

2.5.1.1 Cash advance request

48. Cash advance

2.5.1.2 Cash advance status

49. Cash advance status

50. Cancel of cash advance request

Click vào đây để hủy

yêu cầu ứng tiền

2.5.1.3 Cash advance history

51. Cash advance history

2.5.2 Money transfer

2.5.2.1 Money transfer request

52. Money transfer request

2.5.2.1.1 Bank accounts with the same beneficiary name

53. Money transfer to bank accounts with the same beneficiary names

2.5.2.1.2 Registered bank accounts

54. Money transfer to registered bank accounts

2.5.2.1.3 Internal SSI accounts

55. Money transfer to internal SSI accounts

2.5.2.2 Money transfer status

56. Money transfer status

Click vào đây để hủy

yêu cầu chuyển tiền

57. Cancel money transfer request

2.5.2.3 Money transfer history

58. Money transfer history

2.5.3 News

59. News

user guide for ssi mobile trading - wap...2014/06/25 · user guide for ssi mobile trading (wap)...

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