SSI - Market intelligence

USER GUIDE FOR SSI E-TRADING SYSTEM Email Print

I. INTRODUCTION

An online technology solution that provides our value clients with diversified services through SSI E-Trading:

  • Register for opening online trading account easily
  • Place orders via internet quickly
  • Viewing securities price board and placing orders at the same time
  • Managing investment portfolio with estimated gains/losses, cash and stock balance
  • Following the status of orders placed within the day trading session (open, pending to match, unmatched, matched, canceled or denied)


II. MAIN FUNCTIONS

1. Log-in

- Access http://etrading.ssi.com.vn the login screen will appear:


- You enter your account numbers in the field "Customer ID" and then enter password in the field "Password"by 2 ways:

  • Option 1: your password by entering the characters on the computer keyboard
  • Option 2: You can click on the virtual keyboard of the “login screen” to enter your password. This feature can help you to avoid losing password caused by the applications that steal information once you type on the keyboard.

- PressEnter or click on “Login” button to log into the system.


Notes:

- If you enter wrong password three times, the capcha will appear. You must enter correct account, password and Token code.

- If you want to clear the information that you have entered in the field "My Account" and "Password", click on "Delete" button to login again.

- In case this account is logged on by two different computers, the system will notify “This account is being used in a different computer or device”.


2. Password

2.1 Forgot Password

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

  • Step 1 : Enter Customer ID, capcha and Token code. Then click on “Request” button
  • Step 2 :Check your email address that you have registered for E-Trading services. In your mail box, you will receive an email from SSI. Click on the first authentication link. After that, the system will automatically send back a new password that you can log into the system.
  • Note: The two authentication links to verify your request of new password only exist in 7 days from the day you sent the request. After 7 days if you don’t click on either link, two authentication links will be expired.

2.2 Change Password

This allows you to change your password logging into the system in case you activate account at the first time or suspect that someone else is using your account.

  • Click on “Account Manage” button --> “Change Password”
  • Fill your information in this screen
  • Click “Accept”

3. PIN code/Token code

- Order Verification types: You can choose one in two ways

  • If you use token device: Token code is the digits displayed on your token
  • If you use PIN code (that SSI send to you at the first activation to enter in the field "PIN code"): You can click on "Save password", the next time you can place order without entering your password until you break out of the application.

- How to change your authentication type?

Click on “Account Manage” --> “Account Information” --> “Order verification types”

+ Use PIN code to place orders

  • Click “Use a PIN code to place orders
  • Fill in the blanks in this screen
  • Click “Accept”

+ Use Token

  • Click “Use token”
  • Fill in the blanks on this screen
  • Click “Accept”


4. Online Trading Functions :

4. 1 Buy Order Entry :

You can place orders to buy securities by another ways :

  • Click on “Buy” button at any screen.
  • Press Ctrl+B
  • Click on “Buy” button on the price board

The steps are as follow :

  • Step 1: : At any screen click on "Buy" button or Ctrl+B, Buy-order-entry screen will appear as below:
  • Step 2 : Fill in the blanks with order information
    Enter the securities code. Use the Tab, Enter key or mouse to move across the field.

+In case you are not sure about the securities code, you can search by clicking on the "securities code", enter the characters, the system will display the full name , the reference price, ceiling, floor, 3 best buying/selling price and correlative amount, highest price, lowest price, the current average purchased price of this securities code and credit available.

+Do not enter spaces and comma between the numbers. You can use a dot in the price field.

  • Step 3 :Order Confirmation
    After enter the order information completely , you press Enter or click “Buy” button.
    An order confirmation screen will appear:

Click "Confirm" to transfer the order into the system, click "Cancel" to annul the order.
If your order is valid, you can check all of your orders on the screen “Order status”



4. 2 Sell Order Entry :

You can place orders to sell securities by different ways :

  • Click on “””Sell” button at any screen.
  • Press Ctrl+S
  • Click on “Sell” button on the price board
  • In the "Portfolio", If you want to sell securities, click on “Sell” button

The steps are as follow :

  • Step 1 :At any screen click on "Sell" button or Ctrl+S, Sell-order-entry screen will appear as below :

Hình 5: Bán chứng khoán

  • Step 2 :Fill in the blanks with order information
    Enter the securities code. Use the Tab, Enter key or mouse to move across the field.

In case you are not sure about the securities code, you can search by clicking on the "securities code", enter the characters, the system will display the full name , the reference price, ceiling, floor, 3 best buying/selling price and correlative amount, highest price, lowest price, the current average purchased price of this securities code and credit available.

Do not enter spaces and comma between the numbers. You can use a dot in the price field.

  • Step 3 :Order Confirmation
    After enter the order information completely , you press Enter or click “Sell” button.
    An order confirmation screen will appear:

Click "Confirm" to transfer the order into the system. click "Cancel" to annul the order.


If your order is valid, , you can check all of your orders on the screen “Order status”



4. 3 Cancel Order :

Before cancelling orders, you need to check the current status of your orders on the screen "Order Status".

You can cancel orders that they have not matched yet.

The steps as as follow :

  • Step 1:Click on the “Cancel” button on the screen "Order Status". The cancel-order-screen will appear:
  • Step 2 :Enter the Token code or PIN code. Next, click on "Cancel order" button.
  • Step 3 :Press Enter or click on “Cancel” button

    Cancel Order confirmation screen will appear :
  • Step 4: Click “Confirm” for cancelling the order, click “Close” for not cancelling the order

4.4 Today Trading Results

In this function, you can view all the status of your orders during the sessions

  • Click on "Transactions" button -> choose "Order Status"
  • The “Order Status" screen will appear as below :

Order Status:

Matched Orders

  • Order is waiting in SSI: The order is processing on the system that has not been transferred to HOSE / HNX
  • Order is waiting to be matched in HOSE/HNX: The order has been processed and transferred into HOSE / HNX system
  • Fully match order: The order has been processed in HOSE / HNX and matched all.
  • Partial match order: The order has been processed in HOSE/HNX and matched volume is smaller than amount that you have placed order before.

Canceled Orders

  • Order is waiting to be cancelled in SSI: The order is processing on the system that has not been transferred to HOSE/HNX
  • Order is waiting to be cancelled in HSX, HNX: The order has been processed and transferred into the system HOSE / HNX. (HOSE HSX???)
  • Order is cancelled: The order has been cancelled in HOSE / HNX.

Refused Orders

  • Order is refused by SSI: The order is denied on the system that has not been transferred to HOSE/ HNX
  • Order is refused by HSX, HNX: The order has been tranferred to HOSE/HNX successfully but has been rejected by HOSE/HNX.


4. 5 Portfolio Management

You can monitor the informationof stocks and amount that you bought/sold in the latest three trading days,.


Stock balance

Display information about securities code :

  • Available Stock: show the total number of securities that investors can trade
  • Due Information: waiting to send/receive stock in the lastest threetradingdays.
  • Current market value of these stocks
  • Current stock’s estimated gains/losses by Dong and by percent

Cash Balance

Display your cash balance that you can buy securities, and waitto-receive amount after selling securities


4.6 Stock Quotes

A securities price board with useful functions :

  • Display the securities codes in the portfolio of investors on the price board
  • Monitoring the securities codes of HOSE and HNX at a same time.
  • You can remove the securities codes that were added to the price board.

Add/remove the portfolio into the price board

Investors can add their portfolio into the price board by clicking on the "Load from the portfolio" button on the price board

You can remove the securities codes in the portfolio from the price board by mousing on them and clicking on X button to delete. these securities codes


Add/remove securities code into the price board:

  • Option 1: Enter the code in the field “Add New stock”, press Enter.
  • Option 2:Click on the “Select Stock” button, the screen will appear as below :

Click on the tab "HOSE" or "HNX" and select securities code. Then click “View”


Or click on the letters on the screen to add new securities code. The system will automatically check the securities code that begins with selected letters and then click on "View" button to display the selected securities code on the price board.


Click "Hide" to close the screen.


You can remove a securities code from the price board by clicking on “Delete all’ button to remove it from the price board.


4.7 News & Securities data

When you click on the securities codes on the price board, the system will automatically open the web page that you can view the news and securities data, including

  • Overview of the company
  • Company profile: Main business, affiliates, management board ...
  • Historic quotes of securities
  • Technical analysis charts
  • Securities related news
  • Analyst reports
  • Fundamentals
  • ...

III. OTHER FUNCTIONS

1. Account Management

You can check your contact information, authorized person, registration information for E-Trading services and you can synchronize token here.

1. 1 Contact Information

You can monitor your personal information that you have registered with SSI such as full name, ID number, address, telephone, mobile phone, email, customer type, branch code, Marketing Name and Maketing ID …


1. 2. Authorized person

Personal Information of authorized person that you have registered with SSI.


1. 3 Registration Information for E-Trading Services

Display your email that used to receive information from SSI, phone numbers for SMS services and banking accounts.


1. 4 Synchronize Token

At any screen, if the token is lost synchronization, the system will display the notice “Generator is out of sync”


For synchronizing Token, click "Account Management" -> "Synchronize Token"


In the screen “synchronize Token”, enter two new token codes, click Accept.


If the synchronization is successful, you can use the token for placing orders as usual.

3. Exit

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