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Web User Manual

 

  1. Login

    • Enter Login ID
    • Enter Password
    • Click the Submit button

    Enter the OTP generated from the iToken Apps
    (User can click here for the registration guide of iToken)

    InvestTrade will be shown as followed:


    To select language, simply choose from the top right corner .

  2. Logout
    To logout safely, click the sign out button at the top.



    ‘Logout successful’ means you have successfully logged out. It is recommended that you exit your web browser for safety reason.


  3. Order Information View
    • Choose Account
      Choose your account. (You do not have other options if you only have one account.)


        • Balance
          It shows the available cash balance and investment power.

        • Portfolio
          It shows 5 portfolios (by ascending stock code).
             
          Refresh button
          It shows all portfolio details on the right hand side as followed.

        • Orders
          It shows the 5 latest orders.

          Refresh button
          It shows all orders details on the right hand side as followed

          結餘 / 投資組合摘要 / 買賣盤摘要
          在畫面左上方, 顯示客戶的綜合結餘。

          Icon             Description
          This icon is for buying trade. Stock code and quantity will be shown on the stock trading list after clicking the button and the background color turns blue.
          This icon is for selling trade. Stock code and quantity will be shown on the stock trading list after clicking the button and the background color turns pink.
          This icon is for showing related news, charts and company details of the specific stock. Stock can also be added to watch list.
          This icon is for modifying the trade
          This icon is for canceling the trade
          This icon is for showing order action details
          This icon is for showing execution details
          This icon is for printing all transaction history
          This icon is for refreshing this page
  4. Stock Trading
    The function allows clients to trade on the bottom left corner.
    • Trading
      • Click / ,to buy or sell the stock.
        Remarks﹕Click Buy, background color changes to BLUE.
        Remarks﹕Click Sell, background color changes to粉紅色.
      • Enter stock code, order price, order quantity, order type and order term. For order types, there are limit order, enhanced limit order, auction limit order, auction market order and special limit order.
      • Click to delete all data.
      • Click to preview your order data.
      • Enter Stock code and click ‘Get Quote’ to get the stock information.
    • Preview

      待確定畫面
      After clicking  in the stock trading list, Preview Section will be shown.
      This page shows the charges, estimated gross transaction amount and total cost details.
      After clicking , successful order will be shown.
      Click to amend the trade data
      Click to cancel the trade.

    • After clicking in the preview section, order submitted will be shown.
      Order reference numbernd details will be generated.
      ➢ Click to make a new order
      ➢ Click to print this page.

  5. Quick stock quotes
    The function allows clients to track the stock price, ask/bid price, high/low, turnover and volume easily.

    Click , it shows the total monthly quota for stock quotes, used quote and remain quote.
    Remarks:only suitable for snapshot users.
    • Click , stock code and order quantity will be shown on the stock trading list and the background color turns blue.
    • Click , stock code and order quantity will be shown on the stock trading list and the background color turns pink.
    • Click , stock charts will be shown.

  6. Market Information
    Click <Market information> on the top left corner, it shows the stock quotes of all the listed companies. 
    • SEHK
      • It shows the stock quotes of all the listed companies in HKEX. Information includes opening price, nominal price, P/E ratio, yield, moving average price, premium, leverage ratio, etc. Furthermore, iWeb shows the bid/ask price, volume, broker queue and stock trendline. Clients can easily access a lot of information.
      • SEHK (Quote) Snapshot user(only suitable for snapshot users)
    • Chart
      Enter the stock code, the charts will be shown immediately.
    • 6.3 SEHK Watchlist
      This function allows clients to make the watch list to monitor his/her investment portfolio. Bid/ask price, nominal price, change percentage, volume and turnover can all be viewed.
      • SEHK (Quote) Snapshot user (only suitable for snapshot users)


  7. Trade
    On the top left corner, there are four options for the trade menu.
    ▪ Order status
    ▪ Transaction history
    ▪ portfolio
    ▪ Account balance
    • 7.1 Order status
      The function allows clients to view the order status.
      B/S:Buy or Sell
      Stock Code: Stock code of the order
      Stock Name:Stock name of the order
      Status:
      – PND:Pending
      – UNF:Unfilled
      – PF:Partially filled
      – FF:Fully filled
      – CXL:Cancelled
      – REJ:Rejected
      Exec Qty:Executed quantity
      CUR:Order currency
      Order Price:Stock order priceOrder Qty:Order stock quantity
      Type:Order type – limit order, enhanced limit order, auction limit order, special limit order.
      Ref #:Unique order reference number, first 8 digits format – yyyymmdd
      A/C #:Account number
      Avg Filled Price:Average filled price
      Ch:Order channel
      MD:Amendment

      ▪  Click  , stock code and order quantity will be shown on the stock trading list and the background color turns blue.
      ▪ Click  , stock code and order quantity will be shown on the stock trading list and the background color turns pink.
      ▪ Click  , news article, charts, company details and watch list will be shown. (service varying from company to company)
      • Modify order
        If the order is pending, unfilled or partially filled, clients can click  in the instruction column to modify the order. The reference number and the previous order data will be shown. Only order price and quantity can be changed in this function. (Remarks: Modify function is not valid for any order under execution.)
      • Modify
        Enter the new order price and quantity
        • Click to amend the trade
        • Click back to the previous page and keep the original order price and quantity
      • Modified order confirmation
        After clicking , modify orders page will be shown. Modified order price, quantity and details will be listed.

        ▪ 點擊   to confirm the modify orders.
        ▪ 點擊 back to modify the order.
        ▪ 點擊 to cancel this modify order.
      • Successfully modifying order
        After clicking , order will be successfully modified. Modified order details, new price, new quantity and total cost will be shown.
      • Cancel order
        If the order is pending, unfilled or partially filled, clients can click  to cancel the order. The reference number and the previous order data will be shown. (Remarks: Cancel function is not valid for any order under execution.)
        • Cancel

          • Click to cancel the order.
          • Click back to the previous page.
        • Successfully cancelling order
          After clicking , cancel submitted will be shown.
      • Order details
        Clients can click  to view all the action records of the specific order. Details such as order making, amendment, execution will be shown by chronological order.

        Click back to previous page
    • Transaction history
      This function allows clients to view all the transactions within a year. Clients can sort the transactions by time period, type or code.

      • Click to search for transaction
      • Click to print the transaction history
    • Portfolio
      The function allows clients to his/her Total holding market value, Total available market value, related news and portfolio ratio.
      • Clickto refresh
      • Clickto print the portfolio
      • Click , stock code and order quantity will be shown on the stock trading list and the background color turns blue. 
      • Click , stock code and order quantity will be shown on the stock trading list and the background color turns pink.
      • Click , news article, charts, company details and watch list will be shown. (service varying from company to company)
    • Account balance
      The function allows clients to view cash on hand, unsettled cash, unavailable fund, interest, today buy sell net amount, available cash balance and investment power.


  8. My Setting
    • 8.1 Customer Account Detail
      The function allows clients to view the account details.
    • Change password
      The function allows clients to change the password as followed.

      Enter password
      ➢ Old password – Enter the old password.
      ➢ New password – Enter the new password
      ➢ Confirm new password – Enter the new password again.
      ▪ Click to confirm the password change.