User Reference Guide to UTRADE on iPhone

User Reference Guide to UTRADE on iPhone
User Reference Guide to UTRADE on iPhone
Online trading made easy.
Overview
You can now seize market opportunities readily wherever you go with UTRADE on iPhone,
the trading app optimized for your iPhone.
UTRADE on iPhone is available in the iTunes App Store as UTRADE SG for iPhone and is
compatible with iOS5 and above.
Login
The User ID and Password used is the same set used for accessing UTRADE Web. As
such, please note that you will only be able to log into either UTRADE SG for iPhone or
UTRADE Web at any given moment, but not both at the same time.
If you have forgotten your User ID and/or Password, you can contact our Client Services
hotline, by tapping on the “Hotline” link, to request for a new set of User ID and/or
Password.
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User Reference Guide to UTRADE on iPhone
Main Menu
UTRADE SG on iPhone offers you the functionalities to survey the market, digest
real-time market information, place and manage orders, monitor portfolio
performance and manage your account, right at your fingertips on your iPhone.
Getting Back To The Main Menu
You can be directed back to the Main Menu page by tapping on the UTRADE logo
located on the top left of the screen.
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User Reference Guide to UTRADE on iPhone
Auto-Refresh of Prices
Instead of having to click on Refresh for the latest price quote, you can automate
this process by selecting your Price Auto-Refresh interval under Preferences
1. Go to Preferences from the Main Menu
2. Click Refresh Rate and select Auto Refresh Interval tab
Auto-refresh may result in extensive mobile data charges.
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User Reference Guide to UTRADE on iPhone
Surveying The Market
1. Viewing Top Movers
i. Select Top Movers from the Main Menu
ii. The Top Volume list is displayed by default
iii. Select from the top navigation to access
a) Top Gainer
b) Top Loser
c) Top % Gainer
d) Top % Loser
iv. Click on the Stock Name to view full Quote on the Quote page
Quotes are provided on real-time snapshot (‘pull’) basis.
Quotes will refresh automatically every 30 seconds.
Alternatively, you can click on the Refresh icon
for a snapshot of updated
information.
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User Reference Guide to UTRADE on iPhone
Surveying The Market
2. Accessing your Watchlist
a.
Select Watchlist from the Main Menu
b.
Your first Watchlist is displayed by default
c.
Select from the dropdown to access any of your other Watchlists (up to 6)
d.
Click on the Stock Name to view full Quote
e.
To remove a counter from your watchlist, slide across the stock information
and click on Delete.
Add the FTSE Straits Times Index (.FTSTI) to your Watchlists to monitor it on UTRADE
Mobile.
You can add stocks to your Watchlists from the Quotes page.
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User Reference Guide to UTRADE on iPhone
Surveying The Market
3. Search for Stocks
a. Select Quotes from the Main Menu
b. Enter two characters of the Stock Code or Name
c. Click on the Search icon
d. Select your desired stock from the smart search results
e. Click on Add To Watchlist to add the counter into your watchlist
f. Click on Buy or Sell on the top place an order for the counter
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User Reference Guide to UTRADE on iPhone
Accessing Additional Data
1. Viewing Intraday Chart
a. Select Intraday Chart from the Main Menu
b. Enter two characters of the Stock Code or Name
c. Click on the Go button
d. Select your desired stock from the smart search results.
You can view the chart in landscape mode by tilting your phone
horizontally.
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User Reference Guide to UTRADE on iPhone
Accessing Additional Data
2. Viewing Time & Sales
a. Select Time & Sales from the Main Menu
b. Enter two characters of the Stock Code or Name
c. Click on the Go button
d. Select your desired stock from the smart search results.
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User Reference Guide to UTRADE on iPhone
Accessing Additional Data
3. Viewing Trade Summary
a. Select Trade Summary from the Main Menu
b. Enter two characters of the Stock Code or Name
c. Click on the Go button
d. Select your desired stock from the smart search results
You can be directed to the Place Order page by clicking on the BUY or SELL
button on the top navigation bar on these data pages
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User Reference Guide to UTRADE on iPhone
Placing Your Orders
1. From Main Menu
a. Select Place Order from the Main Menu
b. Enter two characters of the Stock Code or Name
c. Click on the Go button
d. Select your desired stock from the smart
e. search results
f. Select/Enter all required fields
g. Click on Submit Order
h. Confirm your order details, enter your Password and click on Confirm
i. Wait for Order Result before checking the Order Book
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User Reference Guide to UTRADE on iPhone
Placing Your Orders
2. From Top Movers
a. Tap on the stock you wish to place an order for
b. Select/Enter all required fields
c. Click on Submit Order
d. Confirm your order details, enter your Password and click on Confirm
e. Wait for Order Result before checking the Order Book
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User Reference Guide to UTRADE on iPhone
Placing Your Orders
3. From Watchlist
a. Tap the stock you wish to place an order for
b. Select/Enter all required fields
c. Click on Submit Order
d. Confirm your order details, enter your Password and click on Confirm
e. Wait for Order Result before checking the Order Book
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User Reference Guide to UTRADE on iPhone
Placing Your Orders
4. From Search Quote Results
a. Click on BUY or SELL located on the top navigation bar
b. Select/Enter all required fields
c. Click on Submit
d. Confirm your order details, enter your Password and click on Confirm
e. Wait for Order Result before checking the Order Book
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User Reference Guide to UTRADE on iPhone
Placing Your Orders
5. From Order Book
a. Click on √ button on the right of the stock you wish to place order for
b. Select/Enter all required fields
c. Click on Submit
d. Confirm your order details, enter your Password and click on Confirm
e. Wait for Order Result before checking the Order Book
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User Reference Guide to UTRADE on iPhone
Placing Advanced Orders
Select Time-in-Force or Conditional on the Place Order page
You would need to first agree to the one-time Disclaimer Clause for Advanced Orders
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User Reference Guide to UTRADE on iPhone
Placing Advanced Orders
Place a Time-in-Force Order
a. Click on Time-in-Force
b. Select/Enter all required fields
c. Click on Submit Order
d. Confirm your order details, enter your Password and click on Confirm
e. Wait for Order Result before checking the Order Book
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User Reference Guide to UTRADE on iPhone
Placing Advanced Orders
Place a Conditional Order
a. Click on Conditional
b. Select/Enter all required fields
c. Click on Submit Order
d. Confirm your order details, enter your Password and click on Confirm
e. Wait for Order Result before checking the Order Book
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User Reference Guide to UTRADE on iPhone
Managing Your Orders
1. Monitoring Order Status
a. Select Order Book from the Main Menu
b. Select either Today’s Orders or Up to 3 days ago
c. View order statuses and Amend/Withdraw orders if desired
d. Click on the stock name to view more order details.
Key Status Legend.
PO
Pending
PF
Partially
Filled
AC
Amended
R
Rejected
Q
In Queue
F
Fully Filled
C
Cancelled
E
Expired
Log into our UTRADE Web to access the full status legend.
Order statuses are provided on real-time snapshot (‘pull’) basis. Click on Refresh for a
snapshot of updated information
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User Reference Guide to UTRADE on iPhone
Managing Your Orders
2. Amending Orders
a. Click on √ button on the right of the order you wish to amend
b. Click on Amend
c. Enter a new lower quantity and your Password
d. Click on Amend
e. Wait for Order Result before checking the Order Book.
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User Reference Guide to UTRADE on iPhone
Managing Your Orders
3. Withdrawing Orders
a. Click on √ button on the right of the order you wish to withdraw
b. Confirm your withdrawal, enter your Password and Withdraw
c. Wait for Order Result before checking the Order Book
You can monitor, amend and withdraw orders placed through both UTRADE SG on
iPhone and UTRADE Web.
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User Reference Guide to UTRADE on iPhone
Monitoring Portfolio Performance
Monitor the performance of your Portfolio
a. Select Portfolio from the Main Menu
b. Your Unrealised P/L (Profits/Losses) page is displayed by default
c. Click on Realised P/L to view your realised profits and losses
Log in to UTRADE Web to update your Portfolio manually.
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User Reference Guide to UTRADE on iPhone
Managing Your Account
1. View your Outstanding Positions
a. Select Outstanding Position from the Main Menu
b. Your Outstanding Positions are displayed
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User Reference Guide to UTRADE on iPhone
Monitoring Foreign Holdings
1. Monitor your Foreign Holdings
a. Select Foreign Holdings from the Main Menu
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User Reference Guide to UTRADE on iPhone
Managing Your Account
2. View your Trust Balance
a. Select Trust Balance from the Main Menu
b. Your Trust Balance is displayed
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User Reference Guide to UTRADE on iPhone
Market Depth
1. To view Market Depth
a. Select Market Depth from the Main Menu
*Available for SGX (for subscribers of SGX market depth)
Market Depth is available on subcription basis.
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User Reference Guide to UTRADE on iPhone
Market Indices
To access Market Indices
a. Select Market Indices from the Main Menu
Market Depth is available on subcription basis.
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User Reference Guide to UTRADE on iPhone
Stock Alert
Edit Stock Alerts
a. Select Stock Alerts from the Main Menu
b. Click on the add button at the top right hand corner
c. Enter two characters of the Stock Code or Name
d. Click on the Go button
e. Select your desired stock from the smart search results
f. Select the Type of criteria
g. Enter the Value and click on the Insert tab to add the alert.
To update an alert, tap on the alert and change the Value before tapping on Update.
To delete an alert, slide your finger across the stock row and a delete button would
appear.
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User Reference Guide to UTRADE on iPhone
Trade Calculator
Calculate the brokerage and other charges of your trades, as well as the potential
profits/losses
a. Select Calculator from the Main Menu
b. Select the market under market tab
c. Select Online/Offline Trading Channel tab
d. Select currency under Trading Currency tab
e. Enter the Buy/Sell Prices and Quantity
f. Click on Calculate to view brokerage, charges and profit/loss
g. Click on ±5 BIDS to view profits/losses if your sell price were adjusted 5 bids up and
down
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User Reference Guide to UTRADE on iPhone
Agreements
To access Agreement
a. Select Agreement from the Main Menu
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User Reference Guide to UTRADE on iPhone
Change User ID
To access Change User ID
a.
Select Preferences from the Main Menu
b.
Click on Change User ID
c.
Enter your new user ID twice, and password once
d.
Click on Submit
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User Reference Guide to UTRADE on iPhone
Change Password
To access Change Password
a.
Select Preferences from the Main Menu
b.
Click on Change Password
c.
Enter your current password once, and new password twice
d.
Click on Submit
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User Reference Guide to UTRADE on iPhone
Push Notifications
Choose alerts to be pushed to your device.
a.
Select Notifications from the Main Menu
b.
Tap the toggle switch to turn notifications on/off
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User Reference Guide to UTRADE on iPhone
Assistance and Feedback
If you require any assistance or wish to offer your feedback, please feel free to contact our
friendly Client Services Officers at +65 6536 9338 or cs@uobkayhian.com.
Important Notes
1. Data charges by mobile operators apply where applicable.
Disclaimer
Whilst care and effort has been taken to ensure the accuracy of the information provided
herein and in UTRADE SG on iPhone. UOB Kay Hian Pte Ltd does not warrant the
information expressed or implied is absolutely true, correct, timely or fit for any particular
purpose or use. We are not liable for any loss or damage arising from the use of this
information. Use of UTRADE SG on iPhone may involve the electronic transmission of
personal financial information. Using this platform is consent to such transmission of this
information; such consent is effective at all times when using this platform. Use of this
platform also constitutes agreement of the Terms and Conditions Governing Internet Trading.
Updated Jul 2017
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