China Merchants Securities International Financial and ... … · Reference Only 10 of 25 Page 10 of 25 4.1.4 Change Login and Trading Password lients can change login and trading

China Merchants Securities International Financial and

Trading Platform (User Manual – English Version)

Version: Date: Page:

2019.1.1 13 Mar 2019 1 of 25 Reference Only

Page 1 of 25

China Merchants Securities International Financial and Trading Platform

(User Manual – Mobile App)

(In English)

China Merchants Securities International Co., Limited (HK)

Version: 2019.1.1





Page 2 of 25

Table of Contents

1. Terms and Definitions ................................................................................................................................... 3

1.1 Purpose and Contents ...................................................................................................................................... 3

1.2 Audience .......................................................................................................................................................... 3

1.3 Function ........................................................................................................................................................... 3

2. Overview of System Information ................................................................................................................... 4

3. General Platform Information ....................................................................................................................... 5

3.1 Web Trading ..................................................................................................................................................... 5

3.2 Mobile Application (iOS & Android) ................................................................................................................. 5

4. Major Functions ............................................................................................................................................ 6

4.1 General ............................................................................................................................................................. 6

4.2 Portfolio & Trading ......................................................................................................................................... 12





Page 3 of 25

1. Terms and Definitions

1.1 Purpose and Contents “China Merchants Securities International Financial and Trading Platform” is a new internet trading platform with

web and mobile interfaces.

1.2 Audience The document is designed for all end users.

1.3 Function The Internet Trading Platform includes functions below:

HK, China-Connect and US shares trading

Portfolio Management

Market Information and Quotes

Research Reports

e-Statement

Fund Management

Personal Information

Assumptions

The network environment is stable to maintain acceptable connectivity





Page 4 of 25

2. Overview of System Information

Home

1. Market&Quotation

2. Detailed Quotation

3. Portfolio & Trading

4. Go back Home

5. Watchlist & Quote

6. My





Page 5 of 25

3. General Platform Information

3.1 Web Trading Web Trading platform runs smoothly in the most popular browsers. Minimum Requirements are:

Recommend using:

o IE version 10 or later

o Google Chrome 31.0 or later

o Mozilla Firefox 38.0 or later

o Mac OS Safari 10.0.3 or later

The system is designed to fit at least 1280 x 960 resolution

Default system language is Traditional Chinese

3.2 Mobile Application (iOS & Android) Minimum OS Requirements:

iPhone – iOS 9.0 or later

Android – 4.1 or later





Page 6 of 25

4. Major Functions

4.1 Account management and settings

4.1.1 User Login/Logout

Enter your Login Name and Password and click Login

Read and Accept the Terms of Use

Pass the 2FA checking





Page 7 of 25





Page 8 of 25

4.1.2 Personal Information

Clients can review their personal information in “My”





Page 9 of 25

4.1.3 Settings

Press “Settings” to customize own settings





Page 10 of 25

4.1.4 Change Login and Trading Password

Clients can change login and trading password in “Settings”

4.1.5 On/Off Trading Password Clients can turn on/off the trading password in “Settings”

4.1.6 Up/Down Color

Clients can change the color to indicate the profit and loss in “Settings”

4.1.7 System Language

Clients can choose their language in “Settings”





Page 11 of 25

4.1.8 About Us To redirect to “About US” page in CMSI corporate website

4.1.9 Disclaimer

To show the disclaimer in “Settings”

4.1.10 Contact Us





Page 12 of 25

4.2 Portfolio & Trading

Portfolio & Trading

Buy/Sell

Funds Info

My Portfolio

Order Status

Transaction History

eIPOs

IPO App Hist.

e-Statement

Cash In/Out

Stock Flow





Page 13 of 25

4.2.1 Buy / Sell

The order ticket interface and steps

Available Order Types for H shares (subject to

individual account setting) are:

- Limit Order

- Special Limit Order

- Enhanced Limit Order (Default)

- Auction Limit Order

Available Order Type for A/B shares is:

- Limit Order (Default)





Page 14 of 25

Client is required to key in the Trading Password for every Buy/Sell trade.

Client may turn off the Trading Password at “Setting On/Off Trading Password” section.

A confirmation box indicates the trade details will be pop-up before sending the order to the market

Client can place orders anywhere if there is Buy / Sell Button and the order ticket will be opened





Page 15 of 25

4.2.2 Funds Info

Path: My > Funds Info





Page 16 of 25

4.2.3 My Portfolio

Path 1 : My > My Portfolio

Path 2: Index Page > My Portfolio

Client can review their holdings in separate markets with different comparison and information





Page 17 of 25

4.2.4 Order Status

Path (1): Index Page > Order Status

Path (2): My > Order Status

In “Order Status”, all orders are sorted by Order No.,

i.e. the latest order is always on top

Client can press “Refresh” to refresh order status

“Amend” option is available for HK shares only

“Cancel” option is available for all markets





Page 18 of 25

4.2.5 Transaction History

Path: My > Transaction History

Transaction records are available for past 30

calendar days





Page 19 of 25

4.2.6 eIPOs

Nominee and Margin applications are available for designated IPO subject to availability





Page 20 of 25

4.2.7 IPO App Hist.

IPO Application History is available for past 3

months





Page 21 of 25

4.2.8 e-Statement

Daily statements are available for past 30 calendar days

Monthly statements are available for past 12 months





Page 22 of 25

4.2.9 Cash In/out

Fund In / Out records are available for past 30

days





Page 23 of 25

4.2.10 Stock in/out

Stock In/Out records are available for past 30 calendar days





Page 24 of 25

4.2.11 Stock Quote

Clients can press “Quote”, “Market “ and “CN” on top

to have more market information and quote pages





Page 25 of 25

Input stock code to have quote price in “HK Detailed

Quote Page”

Input CN stock code to have quote price details in

“A/B – Share Detailed Page”

China Merchants Securities International Financial and ... … · Reference Only 10 of 25 Page 10 of 25 4.1.4 Change Login and Trading Password lients can change login and trading

Documents