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Last Updated on: 29 October 2012 Page 1 of 19 Maybank KE Trade SG Windows Phone Application User Guide v1.1

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Page 1: Windows User Guide

Last Updated on: 29 October 2012 Page 1 of 19

Maybank KE Trade SG Windows Phone Application

User Guide

v1.1

Page 2: Windows User Guide

Last Updated on: 29 October 2012 Page 2 of 19

Contents

Overview .................................................................................................................... 3

How to Download & Install App ......................................................................................... 3

Login ......................................................................................................................... 4

Main Menu .................................................................................................................. 5

Viewing and Editing Watchlist .......................................................................................... 6

Quick Quotes – Searching Quotes by Stock Code..................................................................... 7

Quick Quotes – Searching Quotes by Stock Name.................................................................... 8

Quick Quotes – Viewing Price Charts................................................................................... 9

Quick Quotes – Viewing Time & Sales................................................................................ 10

Quick Quotes – Viewing Trade Summary ............................................................................ 10

Trade – Placing Order (1) .............................................................................................. 11

Trade - Placing Order (2) .............................................................................................. 12

Viewing Orders........................................................................................................... 13

Viewing Order Details................................................................................................... 13

Amending/ Withdrawing Order ....................................................................................... 14

Viewing Unrealised P/L................................................................................................. 16

Viewing Outstanding Positions ........................................................................................ 17

Market Indices............................................................................................................ 17

Gainers & Losers......................................................................................................... 18

Important Notes ......................................................................................................... 19

Assistance and Feedback............................................................................................... 19

Page 3: Windows User Guide

Last Updated on: 29 October 2012 Page 3 of 19

Overview

Trade-On-The-Move with Maybank KE Trade's Mobile Windows Phone Application

You can now seize stock market opportunities wherever you go using Maybank KE Trade SG Windows

application. This is an easy, convenient way to monitor your investments, place orders, view order

status while on the move via your Windows mobile device in 5 markets (SGX, NYSE, NASDAQ, HKEx,

Bursa Malaysia). The easy-to-use navigation system provides quick access to timely market data such as

stock quotes, market indices and vital account information with real-time streaming SGX data.

How to Download & Install App Downloading and Install this simple to use trading app in 3 steps:

Step 1: Step 2: Step 3:

Go to “Marketplace”. Search for “Maybank KE Trade

SG”.

Tap on “Install” to install

“Maybank KE Trade SG” app

onto your Windows Phone.

Page 4: Windows User Guide

Last Updated on: 29 October 2012 Page 4 of 19

Login To log in to Maybank KE Trade SG Windows Phone application, please use the same KE Trade User ID

and Password that you have for accessing our KE Trade Internet Trading Platform (If you do not have a

KE Trade Internet Account, please visit http://www.maybank-ke.com.sg/account_opening/stocks.htm

for more information on how you can apply for one). Enter the KE Trade’s User ID and Password and

click on ‘Login’ as shown below:

Note: KE Trade Mobile Windows application has been designed to operate with mobile devices

operating on Windows version 7.5 and above. Using other versions may result in less than optimal

results.

Note: You will only be able to log into either KE Trade Internet Trading Platform or Maybank KE Trade

SG application at any given time, but not both at the same time.

You can click on ‘Helpdesk’

should you require any

clarification or have any

technical queries.

Click to view KE Trade

Announcements.

Click to view Maybank

KE Trade SG FAQs.

Page 5: Windows User Guide

Last Updated on: 29 October 2012 Page 5 of 19

Main Menu

Note: Performance for real-time SGX streaming data is subjected to the network connectivity of your

mobile devices.

Get a quick update on

the regional market.

Check the latest upswings

and downturns of the

market by tracking top

Gainers/Losers.

To Log out, click on

Windows Phone device

button to display KE Trade

Mobile ‘Logout’ menu as

shown below. Click on the

‘Logout’ button to log out

from the KE Trade Mobile

Windows Phone application.

View current portfolio and

your unrealized profit/loss.

View current and

historical trades with

the option to amend

or cancel pending

orders.

View your account’s

Outstanding

Positions.

Get live streaming for SGX

and real-time/delayed

snapshot prices for other

exchanges.

Feel the market

pulse with the Top

Volume stocks.

View and maintain

your Watchlists.

Page 6: Windows User Guide

Last Updated on: 29 October 2012 Page 6 of 19

Trade in 3 easy steps

1. View your Watchlist ���� 2. Get the stock Quote ���� 3. Trade

Viewing and Editing Watchlist Step 1. Click on Watchlist at the Menu to view and edit your watchlists.

Step 2. Click on the counter (listed in your Watchlist) that

you are interested to trade.

Step 3. Click on “Buy” or “Sell” to

trade.

To delete a counter from

Watchlist, press and hold on

the counter to be deleted.

An operation menu as shown

below will be displayed.

Click on ‘Delete’ to remove

the counter from the

Watchlist.

Display when the prices were

last retrieved/updated.

Please note that this time is

based on your Windows Phone

system timing.

SGX data will be real-time

streaming. Counters Price for

other exchanges can be

refreshed by clicking on .

Click on ‘Add’ to add more

counters to your Watchlist.

Page 7: Windows User Guide

Last Updated on: 29 October 2012 Page 7 of 19

Quick Quotes – Searching Quotes by Stock Code To view stocks quotes by stock symbol/code, select 'Symbol' from the toggle bar.

Enter the stock symbol/code and click on button or button.

Click to buy or sell

the current counter.

Click to refresh

prices for foreign

stocks. Data for SGX

stocks will be real-

time streaming.

Click to open the

Trade entry page.

Click to search

for a different

counter.

Click to return to

the Main Menu.

Page 8: Windows User Guide

Last Updated on: 29 October 2012 Page 8 of 19

Quick Quotes – Searching Quotes by Stock Name To view stock quotes searching by Stock Name, enter full or part of the Stock Name, e.g. to search for

Singtel, enter ‘SIN’ and click on either the button or on the button.

Note: Make sure the exchange is

selected correctly.

Clicking on a counter at the Search Page will fetch Quotes of that counter.

Page 9: Windows User Guide

Last Updated on: 29 October 2012 Page 9 of 19

Quick Quotes – Viewing Price Charts To view the stock’s price charts, simply scroll to select “Chart” highlighted in red in the figure on the

left.

A larger view of the historical price charts can be displayed simply by turning your phone to landscape mode.

Touch here to view

the chart in

Intraday, 1 Month, 6

Months, 1 Year & 3

Years durations.

This shows the price

movement trend for

the stock.

Press this button to

toggle the cross-hair

cursor on or off.

Use this drop-down

menu to display the

chart in either Line,

Area, OHLC &

Candlestick

formats.

Touch here and scroll

left to select “chart” to

display the counter’s

chart.

This shows the

transaction volume.

Page 10: Windows User Guide

Last Updated on: 29 October 2012 Page 10 of 19

Quick Quotes – Viewing Time & Sales To view the stock’s Time & Sales information, simply scroll left to “Time & Sales” highlighted in red in

the figure on the left.

Quick Quotes – Viewing Trade Summary To view the stock’s Trade Summary information, simply scroll left to “Trade Summary” highlighted in red in the figure on the left.

This shows the Time,

Price, Volume and

Order Type of the

latest transactions

done for the stock.

This shows a summary

of all trades done for

the stock, including

price, number of

trades done for each

price level and the

accumulative volume

for each price level.

Page 11: Windows User Guide

Last Updated on: 29 October 2012 Page 11 of 19

Trade – Placing Order (1) Click on “Trade” at the Main Menu to place an order.

Click to select ‘Yes’ if you

want to place a Forced Order.

‘No’ is selected by default.

Forced orders option is only

applicable to orders placed

in SGX.

Select the mode of

payment (Cash, CPF

or SRS).

The payment mode is

defaulted to ‘Cash’.

Click to select the

account to be used for

placing the order.

Select the Settlement Currency.

• SGD is defaulted for SGX

counters,

• USD is defaulted for NYSE

and NASDAQ counters,

• HKD is defaulted for HKEx

counters, and

• MYR is defaulted for Bursa

Malaysia counters.

Select Action as ‘Buy’ or

‘Sell’.

Click to view your

available Internet Buy

and Sell limits.

Page 12: Windows User Guide

Last Updated on: 29 October 2012 Page 12 of 19

Trade - Placing Order (2) Step 1: Select the desired Account Number and Exchange. Get the latest stock quotes by entering

either the stock name or symbol.

Note: Price field will be populated with the Last Done Price at that moment.

Step2: Enter the Quantity in the ‘Qty’ field and password in the ‘Password’ field. Select ‘Buy’ or ‘Sell’,

the payment mode, settlement currency and forced (yes or no) and click on button as shown

below.

Step 3: Check the details shown on Confirm Order page and click on ‘Confirm’ to confirm the order to

be placed.

Step 4: After clicking on ‘Confirm’ button on the Confirm Order page, the ‘Order Result’ is displayed as

shown below. Click on ‘Ok’ to go to the View Orders Page.

Enter your

Internet

trading

password.

Enter your

trading

quantity.

Confirm the

Action is

correct at the

Confirm Order

page.

Page 13: Windows User Guide

Last Updated on: 29 October 2012 Page 13 of 19

Viewing Orders Click on View Orders at the Main Menu page to check the Order Status of the orders placed today and

up to 3 days ago. You can also filter the list of orders by ‘Filled’, ‘Queued’ and ‘Others’ status as

shown below.

Viewing Order Details Click on an order at the View Orders page to view the details of the order as shown below.

Click to View Order Status of

orders placed up to 3 days ago. Click to View Order

Status of Orders

placed ‘Today’.

Click here to display

different order

types, such as

All Orders Filled Orders Queued Orders

Other Orders

Page 14: Windows User Guide

Last Updated on: 29 October 2012 Page 14 of 19

Amending/ Withdrawing Order Step 1: Click on ‘View Orders’ on the Menu Page.

Step 2: Click on the order that you want to amend/ withdraw.

Step 3: Click on Amend/ Withdraw at the Order Details Page as shown below.

Step 4a: By clicking on “Amend”, you can enter your new desired quantity and trading password and

click ‘Ok’. Click ‘Confirm’ to complete the amendment.

Note: Your quantity reduction should be less than your current quantity.

Order is successfully amended and ‘Order

Result’ is displayed as shown below.

Page 15: Windows User Guide

Last Updated on: 29 October 2012 Page 15 of 19

Step 4b: By clicking on “Withdraw”, you can withdraw order(s) that are still in queue and has yet to be

filled. Enter your trading password and click ‘Ok’. Click ‘Confirm’ to complete the withdrawal.

Order is successfully withdrawn and ‘Order

Result’ is displayed as shown below.

Page 16: Windows User Guide

Last Updated on: 29 October 2012 Page 16 of 19

Viewing Unrealised P/L Click on Portfolio at the Main Menu page to view your Portfolio.

Click on an order at the

Portfolio Page to view

details as shown above.

Note:

i) The shares shown under your portfolio is

not a reflection of your share holdings in

CDP/ CPF investment bank/ SRS operator.

ii) For detailed notes, refer to Portfolio in

KE Trade.

Page 17: Windows User Guide

Last Updated on: 29 October 2012 Page 17 of 19

Viewing Outstanding Positions Step 1: Click on O/S Positions at the Main Menu page to launch the Outstanding Positions page.

Step 2: Click on an order (if any) at the O/S Positions Page to view details as shown below.

Market Indices Click on Market Indices at the Main Menu page to check out the following Market Indices: Straits

Times, KLSE Composite, Hang Seng, Dow Jones, Nasdaq, Nikkei 225 and Thailand SET.

Note:

If you would like to settle your foreign

currency denominated contracts in SGD

and have not selected to do so during

order submission, please contact your TR.

Note:

The Realtime/ Delayed access is subject

to your market data subscription.

Click to refresh the prices.

Page 18: Windows User Guide

Last Updated on: 29 October 2012 Page 18 of 19

Gainers & Losers Click on ‘Gainers Losers’ at the Main Menu page to see the top gainers & losers.

Note:

The mobile application will not re-arrange counters’ position in Top Volume and Gainers/Losers page.

To see the latest counters in Top Volume and Gainers/Losers page, please click on the refresh button

located at the top right hand side of the page.

This will display the

time prices were last

retrieved/updated.

Please note that this

time is based on the

time setup in your

Windows mobile

device.

SGX data will be real-

time streaming. Data

for counters in other

exchanges can be

refreshed by clicking on

at the bottom of

the page.

Click to select exchange from

the dropdown.

Click to refresh the prices.

Click on a counter to get

to the Quick Quotes

page.

Page 19: Windows User Guide

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Important Notes 1. Internet usage data charges may apply depending on your mobile service provider.

2. Real-time streaming of SGX data is enabled on “Quick Quotes”, “Trade”, “Watchlist”, “Top

Volume” and “Top Gainers/Losers” screens. Click on Refresh to retrieve the latest snapshot market

data for all other exchanges. Note that live real-time data access for NYSE, NASDAQ and HKEx is

subjected to your market data subscription.

3. The mobile application will not re-arrange counters’ position in Top Volume and Gainers/Losers

page. To see the latest counters in Top Volume and Gainers/Losers page, please click on the

refresh button located at the top right hand side of the page.

4. Performance of the SGX streaming data is subjected to the data network connectivity of your

mobile devices.

Assistance and Feedback For frequently asked questions, please refer to http://www.maybank-

ke.com.sg/customer_service/faq_mobile_trading.htm.

If you require further assistance or wish to provide feedback, please kindly email customer service at

[email protected] or call us at +65 62316688.

Disclaimer:

Whilst reasonable care and effort have been taken to ensure the accuracy of the information provided herein and in Maybank Kim

Eng Securities Pte Ltd’s KE Trade Mobile Trading (“KETMT”) platform, Maybank Kim Eng Securities Pte Ltd (“MBKES”) does not

warrant that the information provided herein is true, correct, timely or fit for any particular purpose or use. MBKES shall not be

held responsible nor liable for any loss or damage arising from the use of this information.

Use of the KETMT platform may involve the electronic transmission of personal financial information. Use of this platform implies

and constitutes your agreement and deemed consent to such transmission of information; and such consent shall continue to be

valid and effective at all times during the customer’s use of this platform. Use of this platform also implies and constitutes

agreement to MBKES’s standard Terms and Conditions Governing Internet Trading.

MBKES is not liable for any connectivity issues with your mobile service provider. Please note that system response times and

access times may vary due to market conditions, system performance and other factors. Please contact your mobile service

provider regarding connectivity issues.

MBKES shall not be liable for any loss arising from use of the KETMT platform, including (but not limited to) losses arising from

technical problems or defects on the mobile device used or when the customer/ user has moved into a no network coverage

area. MBKES shall also not be liable for any losses arising from any non-intentional and/or accidental customer/user actions,

including (but not limited to) orders placed/ amended/ withdrawn while using the KETMT platform. In addition to MBKES’s

standard commission charges, other internet usage costs may also apply, as charged by user’s mobile service provider.