SSI - Market intelligence

USER GUIDE Print

BRIEF USER’S GUIDE

ACCOUNT LOGIN

- Log onto website https://webtrading.ssi.com.vn

- Enter your Customer ID and password that SSI send to your email in the first activation

  • Customer ID: including 6 digits of your account number after 003C
  • Password: from 6 digits
    E.g. Account 003C678910, Customer ID: 678910

Note: You should change your password and PIN code immediately when you access your account at the first time.



CHANGE PASSWORD

Click on the menu “Account Manage” --> “Change Password” --> fill your information --> click “Accept”



FORGOT PASSWORD

In case you forgot your password, click on the link "Forgot password". The screen will appear:



CHANGE PIN CODE

Click on the menu “Account Manage” --> “Verification types” --> “Change PIN code”. Fill your information in this screen. Click “Accept”



FORGOT PIN CODE

Click on the menu “Account Manage” --> “Verification types” --> “Forgot PIN code”. Fill your information in this screen. Click “Accept”



CHANGE THE AUTHENTICATION TYPE

You can change the authentication type from Token to the PIN code or vice versa at anytime by clicking on “Account Manage” --> “Verification types” --> choose PIN code or Token code to verify your orders.



CHANGE DEFAULT ACCOUNT

Click on the menu “Default Account” --> “Change” --> Choose default account

Default account will be displayed automatically at all the function screens.At each screen function, you can also change to the account you want by entering the corresponding account in the box "Account No".



SECURITIES PRICE LOOKUP AND CREATING PRIVATE SECURITIES PORTFOLIO

Click on the menu “Trading” --> “Stock Quotes” --> Enter securities code --> Enter



ACCOUNT BALANCE LOOKUP

Click on the menu “Portfolio Management” --> “Assets Management”

Information of Margin account is also shown here:



PLACEMENT OF ORDERS

- Buy OrderEntry: Press Ctrl + B(or click on “Buy” button)

- Sell Order: Press Ctrl + S (or click on “Sell” button)

Press enter twice, the notice: “ Order is sent” appears on the screen, the order has been successfully transferred to the trading center’s system

Note :You can use PIN code or Token code to verify your orders.


CANCEL ORDER

-Click on the menu “Trading” --> “Order Status” --> click on “Cancel” button --> enter PIN code/ Token code --> press enter twice.

ORDER HISTORY

Click on the menu “Portfolio Manage” --> “Order History” --> select a time period --> press “Search”



TRADING ACCOUNT STATEMENT

Click on the menu “Portfolio Manage” --> “Cash transaction statement”/“Stock transaction statement” --> select a time period --> press “Search”



ONLINE CASH ADVANCE

Click on the menu “Utilities” --> “Cash Advance” --> select cash advance amount --> “Accept”



INTERNAL AND EXTERNAL MONEY TRANSFER

Click on the menu “Utilities” --> “Money Transfer” --> fill correct information --> “Confirm”



SYNCHRONIZE TOKEN

Click on the menu “Account Manage” --> “Synchronize Token” --> enter two new Token codes --> click “Accept”



EXIT

Click on "Exit" button on the right corner of the screen. The system automatically returns the login screen.

CONFIDENTIALITY & SECURITY

- Online trading window will automatically log off every 60 minutes (atthe 59thminute, notification will appear, please click “ok” to remain at the current window).

- Passwords created by the token will only be valid for 30 seconds, to clear the password, press and hold the token for 3 seconds.

- To secure and maintain confidentiality of account information, please kindly log off the program as soon as you leave the computer.


Hotline 1900 5454 71 / (08) 39 141 678 – choose ext.5 – E-Trade Supportor access the website: http://support.ssi.com.vn