USER GUIDE FOR SSI MOBILE TRADING VERSION …...2014/04/08 · USER GUIDE FOR SSI MOBILE TRADING...

USER GUIDE FOR SSI MOBILE TRADING

VERSION FOR IPAD

April 2014

USER GUIDE FOR SSI MOBILE TRADING (VERSION FOR IPAD) Version: 1.0 Date: 31/03/2014

Creator: Phan Thi Thu Trang

Approver: Lai Tuan Cuong

WWW.SSI.COM.VN Trang 2

CONTENTS

1 INTRODUCE ABOUT SSI MOBILE TRADING SYSTEM (MTS) ........................................................ 6

1.1 Download the application .......................................................................................................... 6

1.2 Screen layout ............................................................................................................................. 6

1. Screen layout ........................................................................................................................................... 6

2 Main FUNCTIONS ................................................................................................................................ 7

2.1 Account management................................................................................................................ 7

2.1.1 Log in ..................................................................................................................................... 7

2. Log in screen .......................................................................................................................................... 7

3. The screen supports the use of general setting ................................................................................. 8

2.1.2 Change password .................................................................................................................. 8

4. Change password screen ....................................................................................................................... 9

2.1.3 Change PIN code ................................................................................................................ 10

2.1.4 Change authentication type ................................................................................................. 12

2.1.5 Forget password .................................................................................................................. 12

2.1.6 Account information management ....................................................................................... 14

2.2 Stock quotes ............................................................................................................................ 25

2.2.1 Stock quotes ........................................................................................................................ 25

2.2.2 Search stock in stock quotes ............................................................................................... 27

2.2.3 Search detail stock Imformation .......................................................................................... 29

2.2.4 Search detail stock Imformation .......................................................................................... 29

2.2.5 View stock in portfolio .......................................................................................................... 31

2.2.6 Favourite watch list management ........................................................................................ 36

2.3 Trading functions ..................................................................................................................... 39

2.3.1 Order entry .......................................................................................................................... 39

2.3.2 Order status ......................................................................................................................... 53

2.3.3 Conditional order management ........................................................................................... 54

2.3.4 Conditional order management ........................................................................................... 71

2.4 Portfolio management ............................................................................................................. 75

2.4.1 Portfolio management ......................................................................................................... 75

2.4.2 Order history management .................................................................................................. 79

2.5 Utility functions ........................................................................................................................ 80





2.5.1 Cash advance ...................................................................................................................... 80

2.5.2 Money transfer management .............................................................................................. 84

2.6 News ........................................................................................................................................ 95

LIST OF IMAGE

1. Screen layout............................................................................................................................................. 6

2. Log in screen ............................................................................................................................................ 7

3. The screen supports the use of general setting ....................................................................................... 8

4. Change password screen .......................................................................................................................... 9

5. Change password screen ........................................................................................................................ 10

6. Forget PIN code screen .......................................................................................................................... 11

7. Change authentication type screen ......................................................................................................... 12

8. Forget password ...................................................................................................................................... 13

9. Account information management........................................................................................................... 14

10. Change account information screen ..................................................................................................... 15

11. Change account information status ....................................................................................................... 16

12. E-trading information registration screen .............................................................................................. 17

13. Confirmation screen .............................................................................................................................. 18

14. View details of registered E-trading information .................................................................................... 19

15. Change registered information of E-Trading services ........................................................................... 20

16. Unsubscribe registered E-trading service information .......................................................................... 21

17. Account list ............................................................................................................................................ 22

18 - Registered bank account list ................................................................................................................ 23

19 - Account list ........................................................................................................................................... 24

20. Stock quotes .......................................................................................................................................... 25

21. Full Stock quotes ................................................................................................................................... 26

22. Search stock in stock quotes................................................................................................................. 27

23. Search stock in full stock quotes .......................................................................................................... 28

24. Search detail stock imformation in Stock quotes .................................................................................. 29

25. Search detail stock imformation in Full Stock quotes ........................................................................... 30

26. View stocks in portfolio .......................................................................................................................... 31

27. Favourite watch list ................................................................................................................................ 32

28. Stock list by markets ............................................................................................................................. 33

29. Stock list by industries ........................................................................................................................... 34





30. Margin stock list ..................................................................................................................................... 35

31. Favourite watch list management ......................................................................................................... 36

32. View watch list ....................................................................................................................................... 37

33. Add stock symbol to watch list .............................................................................................................. 38

34. Buy order ............................................................................................................................................... 39

35. Place Buy Order from Maket information ............................................................................................. 40

36. Sell order ............................................................................................................................................... 41

37. Place sell Order from Maket information ............................................................................................... 42

38. Orders with big volume which exceeds the allowed volume ................................................................. 43

39. Confirmation screen for automatically splitting order ............................................................................ 45

40. Group order ........................................................................................................................................... 46

41. Confirmation of group order .................................................................................................................. 47

42. Confirmation of order ............................................................................................................................. 49

43. Cancel order list .................................................................................................................................... 50

44. Cancel order .......................................................................................................................................... 51

45. Confirmation of Cancel order ............................................................................................................... 52

46. Order status ........................................................................................................................................... 53

47. Time conditional Buy order - TCO ........................................................................................................ 56

48. Time conditional Sell order - TCO ......................................................................................................... 59

49 Priority buy order PRO ........................................................................................................................... 60

50 Priority buy order PRO ........................................................................................................................... 61

51. Priority sell order PRO ........................................................................................................................... 64

52. Trailing stop buy order - TS ................................................................................................................... 66

53. Trailing stop sell order - ST ................................................................................................................... 69

54. Trailing stop sell order - TS ................................................................................................................... 70

55. Conditional order management ............................................................................................................. 72

56. Edit conditional orders ........................................................................................................................... 73

57. Cancel conditional orders ...................................................................................................................... 74

58. Portfolio management ........................................................................................................................... 75

59. Portfolio management ........................................................................................................................... 76

60. Cash balance ........................................................................................................................................ 77

61. Cash balance ........................................................................................................................................ 78

62. View Order history list ........................................................................................................................... 79

63. Cash advance request .......................................................................................................................... 80





64. Cash advance Confirmation .................................................................................................................. 81

65. Cash advance status ............................................................................................................................. 82

66. Cash advance history ............................................................................................................................ 83

67. Money transfer to bank accounts with the same beneficiary name ...................................................... 85

68. Money transfer to registered bank accounts ......................................................................................... 87

69. Money transfer to internal SSI accounts ............................................................................................... 89

70. Money tranfer request List ..................................................................................................................... 90

71. View detailed money tranfer .................................................................................................................. 91

72. Cancel money transfer request ............................................................................................................. 92

73. Money transfer request status ............................................................................................................... 93

74. Money transfer history ........................................................................................................................... 94

75. Hot news Content .................................................................................................................................. 95

76. Details hot news .................................................................................................................................... 96

77. Details hot news enlarge ....................................................................................................................... 96

78. View news of stock ................................................................................................................................ 97

79. Filter news by subject ............................................................................................................................ 97





1 INTRODUCE ABOUT SSI MOBILE TRADING SYSTEM (MTS)

1.1 Download the application

Customers download the application from Apple Store.

1.2 Screen layout

1. Screen layout





2 MAIN FUNCTIONS

2.1 Account management

2.1.1 Log in

Log in by user name and password supplied by SSI

2. Log in screen





3. The screen supports the use of general setting

2.1.2 Change password





4. Change password screen





2.1.3 Change PIN code

5. Change password screen





6. Forget PIN code screen





2.1.4 Change authentication type

7. Change authentication type screen

2.1.5 Forget password





8. Forget password





2.1.6 Account information management

2.1.6.1 Account information management

9. Account information management





2.1.6.2 Change account information management

10. Change account information screen





11. Change account information status





2.1.6.3 Register E-trading information

12. E-trading information registration screen





13. Confirmation screen





14. View details of registered E-trading information





15. Change registered information of E-Trading services





16. Unsubscribe registered E-trading service information





2.1.6.4 Account list

17. Account list





18 - Registered bank account list





2.1.6.5 Margin Normal account / margin account

19 - Account list





2.2 Stock quotes

2.2.1 Stock quotes

20. Stock quotes





21. Full Stock quotes





2.2.2 Search stock in stock quotes

22. Search stock in stock quotes





23. Search stock in full stock quotes





2.2.3 Search detail stock Imformation

24. Search detail stock imformation in Stock quotes

2.2.4 Search detail stock Imformation





25. Search detail stock imformation in Full Stock quotes





2.2.5 View stock in portfolio

26. View stocks in portfolio





27. Favourite watch list





28. Stock list by markets





29. Stock list by industries





30. Margin stock list





2.2.6 Favourite watch list management

31. Favourite watch list management





32. View watch list





33. Add stock symbol to watch list





2.3 Trading functions

2.3.1 Order entry

2.3.1.1 Buy/sell order

34. Buy order





35. Place Buy Order from Maket information





36. Sell order





37. Place sell Order from Maket information





2.3.1.2 Automatically split order

38. Orders with big volume which exceeds the allowed volume









39. Confirmation screen for automatically splitting order





2.3.1.3 Group order

40. Group order





41. Confirmation of group order









42. Confirmation of order





2.3.1.4 Confirmation of order

43. Cancel order list





44. Cancel order





45. Confirmation of Cancel order





2.3.2 Order status

46. Order status





2.3.3 Conditional order management









47. Time conditional Buy order - TCO













48. Time conditional Sell order - TCO





49 Priority buy order PRO





49 Priority buy order PRO













50. Priority sell order PRO









51. Trailing stop buy order - TS













52. Trailing stop sell order - ST





53. Trailing stop sell order - TS





2.3.4 Conditional order management





54. Conditional order management





55. Edit conditional orders





56. Cancel conditional orders





2.4 Portfolio management

2.4.1 Portfolio management

57. Portfolio management





58. Portfolio management





59. Cash balance





60. Cash balance





2.4.2 Order history management

61. View Order history list





2.5 Utility functions

2.5.1 Cash advance

2.5.1.1 Cash advance request

62. Cash advance request





63. Cash advance Confirmation





2.5.1.2 Cash advance Status

64. Cash advance status





2.5.1.3 Cash advance history

65. Cash advance history





2.5.2 Money transfer management

2.5.2.1 Money transfer request

2.5.2.1.1 Money transfer to bank accounts with the same beneficiary name





66. Money transfer to bank accounts with the same beneficiary name





2.5.2.1.2 Money transfer to registered bank accounts





67. Money transfer to registered bank accounts





2.5.2.1.3 Money transfer to internal SSI accounts





68. Money transfer to internal SSI accounts





2.5.2.2 Money transfer status

69. Money tranfer request List





70. View detailed money tranfer





71. Cancel money transfer request





72. Money transfer request status





2.5.2.3 Money transfer history

73. Money transfer history

Vuốt sang trái/ phải

để thay đổi số TK





2.6 News

74. Hot news Content





75. Details hot news

76. Details hot news enlarge





77. View news of stock

78. Filter news by subject





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USER GUIDE FOR SSI MOBILE TRADING VERSION …...2014/04/08 · USER GUIDE FOR SSI MOBILE TRADING...

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