Website Address:

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1 Version 1.1

2 1. ACCOUNT SETUP Website Address: 1) Click Reset Password at Login page. 2) Enter User ID and First Company Password (given by the Company). Please note that the password is case-sensitive. 3) Click Submit button. 4) Enter Second Company Password (sent to your address). 5) Click Submit button. Version 1.1 Page 1 of 16

3 6) Key-in your preferred New Password and re-type the same password. 7) Select your Security Question from the drop-down list and enter the Answer. The Security Answer will be required if you forget your password. 8) Click Submit button. 9) A confirmation message will be prompted. 2 LOGIN 1) Key-in the Login ID and your Password. 2) Click OK button. Version 1.1 Page 2 of 16

4 3. VIEW STOCK PRICES 1) To view U.S. stock prices, click on STOCKS menu. 2) Select either NYSE (New York Stock Exchange), NASD (NASDAQ Stock Market) or AMEX (American Stock Exchange). 3) To search for a counter, click on Name or Ticker (stock code) and enter the keyword(s). 4) Click on Go to view. 5) Click on More Market Info drop-down list to display stocks by the following criteria: Top 30 Volume Top 30 Gainers Top 30 Losers Top 30% Gainers Top 30% Gainers Top 30% Losers 6) Stocks can also be filtered by Sectors by selecting from the drop-down list. 7) To return to stock prices page after navigating away, click Live Price menu. Note: Stocks of other foreign exchanges (SGX, SEHK, SET, TSE and LSE) are also for viewing only. Version 1.1 Page 3 of 16

5 4. WORLD INDICES 1) To view various world indices, click World Indices. 5. CREATE WATCHLIST 1) Five (5) different watchlists can be created for each exchange. Each watchlist can display up to forty (40) counters. 2) Click on Edit Quotes 3) To add a counter to a watchlist, click on the counter on the left frame. 4) To delete a counter from the watchlist, tick the delete checkbox on the right frame and click Update button. 5) To change the watchlist name, enter preferred name at Listname field. 6) Click Update button after editing is complete. 7) To view watchlist, select the watchlist from its drop-down field. Version 1.1 Page 4 of 16

6 6. TRADING 1) To trade, click on the counter and enter the following at the bottom trading section: Account Ref (HDBS Client Code) Buy or Sell Price (Price limit = 200% up/down of Last Done price) Quantity (Minimum Qty = 1 share) Password (ie. Login Password) Note: Please ignore the settlement currency at Settl Cur field. 2) Click on OK button to submit the order. 3) The above message is displayed, regardless of whether the order is received or rejected. At the same time, Working Orders window pops-up to display successful orders only. 4) If the order is not shown at Working orders, it means that the order is rejected. Refer to Orders Processed menu for rejection messages. Some samples of the rejection messages are as below: (i) (ii) (iii) (iv) B2B: Client Holding Not Found Client does not have any shareholdings for the stock B2B: Exceed Client Holding Client does not have sufficient shareholdings for the stock B2B: Exceed Client Buy Limit Client s Buy Limit is exceeded Revise Qty to <number> Dealer s limit is exceeded (The maximum quantity allowed is specified in the message.) Version 1.1 Page 5 of 16

7 Search for Records: 1) To check client s Account Reference, click on Account Ref at the trading section. 2) Click on the hyperlink of the selected record and the corresponding Client Code will be shown at trading section. 3) To search for a stock, click Symbol. 4) Click on the hyperlink of the stock and the corresponding Company Code will be shown at trading section. Version 1.1 Page 6 of 16

8 7. ORDERS 1) To view the details of orders submitted, click on Working, Processed or Trade Done at trading section. Working Orders: (displays orders with status Order Received ) Note: Orders listed at Working Orders menu are orders submitted successfully and pending execution. These orders can be withdrawn. Version 1.1 Page 7 of 16

9 2) To withdraw an order, click on the radio button of the Order No at Working Orders window. 3) Click on Withdraw Order button. 4) Click OK button at the pop-up window. (No password is required if order is withdrawn from Live Price Working menu.) 5) If an order is withdrawn from Orders Working Orders menu, the following confirmation screen will appear. 6) Enter the password and click on OK button to proceed. Note: No amendment of order quantity is allowed for U.S. stocks. To change the quantity of an order, withdraw the order and submit a new order with the intended quantity. Version 1.1 Page 8 of 16

10 Orders Processed: (displays orders with status Withdrawn, Done or Rejected ) Trade Done (displays orders with status Done ) 7) Order screens can be printed. Click on Print icon for a printer-friendly version before printing. Version 1.1 Page 9 of 16

11 8. TRADING LIMITS 1) To view clients and own trading limits, click on Limits at trading section. Client s limits: Dealer s Representative s limits: 2) Click on Update button to view the latest limits. Version 1.1 Page 10 of 16

12 9. SHAREHOLDING 1) To view a client s shareholding, click Accounts menu. 2) Select Foreign S hlgds. 3) Select All Clients to view all records. 4) To view a particular client s holding, click on the radio button to indicate search criteria. 5) Enter the keyword(s) and click on Go button. Note: Client s shareholding displayed is the opening shareholding for the current day. The balance does not change and is not updated for transactions executed during the day. 10. CLIENT PARTICULARS 1) To view a client s particulars, click Accounts menu. 2) Select Client Particulars. 3) Click on the radio button to indicate search criteria. 4) Enter the keyword(s) and click on Go button. Version 1.1 Page 11 of 16

13 11. CHART 1) Intraday and daily charts are available. 2) Click on CHART menu and POEMS Charting on the left panel. 3) Enter Stock Symbol (stock code) or click on Search button to choose the stock symbol. 4) Input all other fields applicable. Version 1.1 Page 12 of 16

14 5) Click on OK button to view the chart. 6) To refresh the chart, click on RefreshChart option. 12. FORGET PASSWORD (A) Forget Password but Remember Security Answer: 1) If you forget the Login Password, contact ID Maintenance to reset your account. 2) Click Forget Your Password at Login page. 3) Enter User ID and click Submit button. Version 1.1 Page 13 of 16

15 4) Key-in the answer to your Security Question and click Submit button. 5) You will be prompted to enter a new set of preferred password. 6) Click Submit to proceed. Version 1.1 Page 14 of 16

16 (B) Forget Password and Forget Security Answer: 1) Contact ID Maintenance to request for Company Passwords. 2) Once you have obtained First Company Password and Second Company Password, click Reset Password. 3) Enter User ID and First Company Password. Please note that the password is case-sensitive. 4) Click Submit button. 5) Enter Second Company Password (sent to your address). 6) Click Submit button. Version 1.1 Page 15 of 16

17 7) Enter your preferred new set of password. 8) Edit your Security Answer, if desired. 9) Click Submit button. 10) A confirmation message will be prompted. 11) Log-in with your new password. Note: If your account is disabled due to three (3) unsuccessful attempts, please contact ID Maintenance for re-activation. Your password will not be changed. For a comprehensive user guide, please log-in and download CQ Trader Front End User Manual from ONLINE HELP menu. Version 1.1 Page 16 of 16