Global Limited (IS3) through - I Synergy Group · Interactive Brokers- Opening of accounts and...

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Interactive Brokers- Opening of accounts and trading Guide- by Kent Lim 8/7/2019 12:22 PM 1 This step-by-step guideline aims to assist investors to trade (buy/sell) share for I Synergy Global Limited (“IS3”) through Interactive Brokers (“IB”) Contents Website ............................................................................................................................................... 2 How to open account:......................................................................................................................... 2 Wire Transfer- From Malaysia to Interactive Brokers LLC Australia bank account ............................ 5 Minimal trading amount ..................................................................................................................... 5 Transfer from MBB to the Interactive Brokers LLC ............................................................................. 6 Tools and Services ............................................................................................................................. 13 Transaction History ........................................................................................................................... 14 Orders & trades................................................................................................................................. 14 Trading hours in Australian Stocks Exchanges (ASX) ........................................................................ 15 Confirmed buy .................................................................................................................................. 15 Shares Selling .................................................................................................................................... 16 Monthly Activity Fee ......................................................................................................................... 20 Commission....................................................................................................................................... 20 Funds Withdrawal ............................................................................................................................. 21 Withdrawal Charges.......................................................................................................................... 28 Support ............................................................................................................................................. 28

Transcript of Global Limited (IS3) through - I Synergy Group · Interactive Brokers- Opening of accounts and...

Page 1: Global Limited (IS3) through - I Synergy Group · Interactive Brokers- Opening of accounts and trading Guide- by Kent Lim 8/7/2019 12:22 PM 1 This step-by-step guideline aims to assist

Interactive Brokers- Opening of accounts and trading Guide- by Kent Lim 8/7/2019 12:22 PM

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This step-by-step guideline aims

to assist investors to trade

(buy/sell) share for I Synergy

Global Limited (“IS3”) through

Interactive Brokers (“IB”) Contents

Website ............................................................................................................................................... 2

How to open account: ......................................................................................................................... 2

Wire Transfer- From Malaysia to Interactive Brokers LLC Australia bank account ............................ 5

Minimal trading amount ..................................................................................................................... 5

Transfer from MBB to the Interactive Brokers LLC ............................................................................. 6

Tools and Services ............................................................................................................................. 13

Transaction History ........................................................................................................................... 14

Orders & trades ................................................................................................................................. 14

Trading hours in Australian Stocks Exchanges (ASX) ........................................................................ 15

Confirmed buy .................................................................................................................................. 15

Shares Selling .................................................................................................................................... 16

Monthly Activity Fee ......................................................................................................................... 20

Commission ....................................................................................................................................... 20

Funds Withdrawal ............................................................................................................................. 21

Withdrawal Charges .......................................................................................................................... 28

Support ............................................................................................................................................. 28

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Website Please login to the below website for the registration:

https://ndcdyn.interactivebrokers.com

How to open account:

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Page 5: Global Limited (IS3) through - I Synergy Group · Interactive Brokers- Opening of accounts and trading Guide- by Kent Lim 8/7/2019 12:22 PM 1 This step-by-step guideline aims to assist

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Wire Transfer- From Malaysia to Interactive Brokers LLC Australia bank account From your local account to following foreign bank:

Minimal trading amount Purchase/Bid: It has to be AUD500 and above. Otherwise, error message as below will prompt:

Sell/Ask: No minimum. However, there is AUD6 charges for each sell.

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Transfer from MBB to the Interactive Brokers LLC

Via Foreign Telegraphic Transfer/ Western Union: (e.g. remittance of AUD$500)

Page 7: Global Limited (IS3) through - I Synergy Group · Interactive Brokers- Opening of accounts and trading Guide- by Kent Lim 8/7/2019 12:22 PM 1 This step-by-step guideline aims to assist

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Receipts after the trades

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1. Order through Interactive Brokers once funds transferred to Interactive Brokers account:

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Please remember that each trade minimal amount is ADU$500.

Click “ok”

Click “ok”

Click “ok”

Page 10: Global Limited (IS3) through - I Synergy Group · Interactive Brokers- Opening of accounts and trading Guide- by Kent Lim 8/7/2019 12:22 PM 1 This step-by-step guideline aims to assist

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Click “ok”

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Order submitted.

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From Trade alert, you able to see pending order:

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Tools and Services

You would be able to see your stocks holding under “Portfolio” at a glance.

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Transaction History

This section allows you to see your past transactions e.g. placement of deposits.

Orders & trades

This section shows you what are pending orders and trades.

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You can cancel your orders if you the orders still pending through highlighted crossed button.

10. How to sell your stocks if you purchased from Initial Public Offering (IPO)?

Through customer service information, you would need to inform your Holder Number to transfer

your shares to the platform for your onward action.

Trading hours in Australian Stocks Exchanges (ASX)

10am to 4pm (Australia time)

Confirmed buy

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When you see order is filled, it means your stock purchase is successful.

Shares Selling Go to “Trade”.

Fill up “Quantity” and “Limit Price”, followed by “Submit Sell Order”.

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Remark: You can choose if that is effective only today (“Day”) or until it is sold (“Good till cancel”).

Click “ok”

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Click “ok”

Click “ok”

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This is confirmation that Order for SELL is made.

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Monthly Activity Fee

Commission

Lower of 0.08% or AUD$6 per trade.

Snapshot of commission charges at a glance, under “Client Portal”.

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Funds Withdrawal

Go to “Fund Your Account”

Select “Withdraw Funds”

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Fill up Withdrawal Transaction Information.

Receiving bank info

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Options to choose from the dropdown button.

Then, to provide Correspondent Bank details:

For Malaysian to withdraw funds to Malaysia, a correspondent bank is required with the definition

as below:

Page 24: Global Limited (IS3) through - I Synergy Group · Interactive Brokers- Opening of accounts and trading Guide- by Kent Lim 8/7/2019 12:22 PM 1 This step-by-step guideline aims to assist

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For Maybank accounts, the correspond bankers (“AUD”) with swift code are as follows:

1. Australia and New Zealand Banking – ANZBAU3MXXX (Melbourne)

2. National Australia Bank Limited – NATAAU33033 (Melbourne)

3. Commonwealth Bank of Australia – CTBAAU2SXXX (Sydney)

4. Westpac Banking Corporation – WPACAU2SXXX (Sydney)

You have to call the receiving banks to get the correspondent bankers info.

Confirm identity

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Wire Information Confirmation

Click “Create Transfer”

Note: Funds could be withdrawn only after 2 days sold of shares.

“Select” the saved withdrawal information.

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Enter the amount you want to withdraw according to the Cash Available for Withdrawal.

Enter the Username and Password for the confirmation of withdrawal.

Security Code would be requested (sent through mobile number) shortly after to secure the

transaction.

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Final confirmation of the withdrawal.

The withdrawal is estimated to be 1 week after receipt of the above summary of withdrawal.

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Withdrawal Charges

Support The service is available Monday to Friday, 24 hours.