user guide for ssi mobile trading - wap...2014/06/25 · user guide for ssi mobile trading (wap)...
TRANSCRIPT
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
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 3
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
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 4
56. Money transfer status ............................................................................................................................ 36 57. Cancel money transfer request ............................................................................................................. 37 58. Money transfer history ........................................................................................................................... 38 59. News ...................................................................................................................................................... 39
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 5
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
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 6
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
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 7
2.1.3 Change pin code
4. Chage PIN screen
5. Forget PIN
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 8
2.1.4 Change authentication type
6. Change authentication type
2.1.5 Forget password
7. Forget password screen
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 9
2.1.6 Account management
2.1.6.1 Account information management
8. Account information management
9. Account information screen
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 10
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
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 11
12. Registered information of E-trading services
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 12
13. View registered information of E-trading services
14. Change registered information of E-trading services
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 13
15. Unsubscribe registered information of E-trading services
2.1.6.4 Internal account list
16. Account list
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 14
2.1.6.5 List of registered bank accounts
17. Registered bank accounts
18. Account list
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 15
2.2 Stock quotes
2.2.1 Favourite watch lists
19. Favourite watch lists
20. Favourite watch lists
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 16
2.2.2 Stock screener
21.Filter criterias
2.2.3 Full stock information
22. Stock information
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 17
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
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 18
25. Delete a watch list
2.2.5 Margin stock list
26. Margin stock list
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 19
2.3 Trading functions
2.3.1 Order entry
2.3.1.1 Buy/sell order
27. Buy order
28. Confirmation of buy order
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 20
29. Send order
2.3.1.2 Automatically split order
30. Splitting order screen
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 21
2.3.1.3 Group order
31. Group order
32. Confirmation of group order
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 22
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
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 23
2.3.2 Order status
35. Order status screen
36. Filter order in order status
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 24
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
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 25
2.3.3.3 Trailing stop order - TS
39. Trailing stop order - TS
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 26
2.3.3.4 Stop loss order - ST
40. Edit conditional order screen – Stop loss order
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 27
2.3.4 Conditional order management
41. Conditional order management
42. Cancel conditional order
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 28
2.4 Portfolio management
2.4.1 Portfolio management
43. Portfolio management
44. Cash balance
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 29
45. Purchasing power of margin account
2.4.2 Order history
46. Order history
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 30
47. Filter order in order history screen
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 31
2.5 Utility functions
2.5.1 Cash advance
2.5.1.1 Cash advance request
48. Cash advance
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 32
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
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 33
2.5.1.3 Cash advance history
51. Cash advance history
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 34
2.5.2 Money transfer
2.5.2.1 Money transfer request
52. Money transfer request
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 35
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
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 36
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
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 37
57. Cancel money transfer request
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 38
2.5.2.3 Money transfer history
58. Money transfer history
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 39
2.5.3 News
59. News