KE Trade SG Android Application User Guide

21
Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014 Page 1 of 21 KE Trade SG Android Application User Guide v1.3

Transcript of KE Trade SG Android Application User Guide

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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KE Trade SG Android Application

User Guide

v1.3

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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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

Market Insight....................................................................................................................................19

Important Notes .................................................................................................................................21

Assistance and Feedback ......................................................................................................................21

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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Overview

Trade-On-The-Move with Maybank KE Trade's Mobile Android

You can now seize stock market opportunities wherever you go using Maybank KE Trade SG Android application. This is an

easy, convenient way to monitor your investments, place orders, view order status while on the move via your Android

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 “Play Store”. Search for “Maybank KE Trade

SG”.

Tap on “Install” to install

“Maybank KE Trade SG” app

onto your Android Phone.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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Login To log in to Maybank KE Trade SG Android 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 „Done‟ as shown below:

Note: KE Trade Mobile Android application has been designed to operate with mobile devices operating on Android

version 1.6 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

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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Main Menu

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

mobile devices.

Feel the market pulse with

the top volumes stocks

Access up-to-date market

information and in-house

stock picks

Check the latest upswings and

downturns of the market by

tracking top gainers/losers

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

View and maintain your

watchlists

Get a quick update on the

regional market indices

Get live streaming for SGX

and real-time/delayed

snapshot prices for other

exchanges

To Log out, click on Android mobile

device „Menu‟ button to display KE Trade

Mobile „Logout‟ menu as shown below.

Click on the „Logout‟ button to log out

from the KE Trade Mobile Android

application.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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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.

Click on „Add‟ to add more

counters to your watchlist.

Display when the prices were

last retrieved/updated.

Please note that this time is

based on your Android mobile

system timing.

SGX data will be real-time

streaming. Counters Price for

other exchanges can be

refreshed by clicking on .

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 delete the counter

from the watchlist.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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

Enter the stock symbol/code and click on 'Done'.

To navigate through other pages, click on Android mobile device

„Menu‟ button to display KE Trade Mobile Menu as shown.

The toggle bar allows

you to search by

Counter Name or

Counter Symbol.

Click to refresh prices for

foreign stocks. Data for

SGX stocks will be real-

time streaming.

Search

button

Enter Stock Name (if „Name‟ is selected in

the toggle bar) or Stock Code (if „SYM‟ is

selected in the toggle bar above).

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

„SIN‟ and click on „Done‟ or click 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

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Quick Quotes – Viewing Price Charts To view the stock‟s price charts, simply select the “Charts” button highlighted in the 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.

The toggle bar

allows you to view

the chart in

Intraday, 1 Month, 6

Months, 1 Year & 3

Years durations

This shows the price

movement trend for

the stock

This shows the

transaction volume

Press this button to

toggle the cross-hair

cursor on or off

Use this drop-down

menu to display the

chart in Line, Area,

OHLC & Candlestick

formats

Use these two buttons

to scroll left & right to

see more functions

available

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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Quick Quotes – Viewing Time & Sales To view the stock‟s Time & Sales information, simply press the “Time & Sales” button highlighted in the red in the

figure on the left.

Quick Quotes – Viewing Trade Summary To view the stock‟s Trade Summary information, simply press the “Trade Summary” button highlighted in the 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.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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

Click to view your

available Internet buy

and sell limits.

Click to select the

account to be used for

placing the order.

Select Action as „Buy‟ or

„Sell‟.

Select the mode of

payment (Cash, CPF

or SRS).

The payment mode is

defaulted to ‘Cash’

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

Scroll up 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

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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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 Submit 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 the View Orders Page.

Enter your

trading

quantity.

Confirm the

Action is

correct at the

Confirm Order

page.

Enter your

internet

trading

password

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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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 „Today‟.

Shows all orders

Shows orders with

Order Status as

F: Filled

PF: Partially Filled Shows orders with following

Order Status: PF: Partially

Filled

PO: Pending Order

Q: Queued

PA: Pending Amendment

AC: Amendment Confirmed

PC: Pending Cancellation

Shows orders with

following Order Status:

E: Expired

R: Rejected

U: Unknown

C: Cancelled

S: Suspended

Click to View Order Status of

orders placed up to 3 days ago.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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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.

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 amended and „Order

Result‟ is displayed as shown below.

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Order is successfully withdrawn and „Order

Result‟ is displayed as shown below.

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

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.

Click on an order at the

Portfolio Page to view

details as shown above.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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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.

Click to refresh the prices.

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.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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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 Gainer/Loser 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 Android mobile device.

SGX data will be real-time

streaming. Data for counters in

other exchanges can be

refreshed by clicking on at

the top right hand side.

Click to select exchange from

the dropdown.

Click on a counter brings

user to the Quick Quotes

page

Click to refresh the prices.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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Market Insight Click on „Market Insight‟ at the Main Menu page for access to recent market headlines and company-related analysis.

Click to refresh news feed

Click on any of the 3 icons to access stock picks which

are based on varying risk appetites.

Each related screen will also show the Net Change

(NC) and Traded Volume (V) for the particular stock.

The search function retrieves searched counter

information and related articles

Scroll to the bottom for other news in the selected category.

Gain insight on micro and macro-economic coverage by

browsing through the latest happenings and trending news.

Maybank Kim Eng Securities Pte Ltd | Company Reg No. 197201256N | Last Updated: 21 October 2014

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Stock quotes of the searched counter retrieved on snapshot access.

Consensus rating and target price

estimates from third party sources

i.e. Factset

Maybank Kim Eng‟s Research call

and target price.

Listing of related news articles

tagged to the searched counter.

Click on the arrow for a full view

Access the stock breakdown of

peers within the same/related

industry.

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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 Gainer/Loser 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 6432 1888.

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, Kim Eng Securities Pte Ltd (“KES”) does not warrant that the information provided herein is true,

correct, timely or fit for any particular purpose or use. KES 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 KES‟s standard Terms and Conditions Governing Internet

Trading.

KES 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.

KES 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. KES 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 KES‟s standard commission charges, other internet usage costs may also apply, as charged by user‟s mobile

service provider.