iOCBC TradeMobile User Guide (iOS / Android)iOS Android Device iPhone Samsung Others Version 8 & above 4.2 & above 6.0 & above For security reasons, iOCBC OneTouch will not be available

iOCBC TradeMobile User Guide

Last updated 8 November 2016

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iOCBC TradeMobile User Guide (iOS / Android)

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Table of Contents 1. Registering for iOCBC OneTouch Service ......................... 3

2. Setting up iOCBC OneTouch Service ................................ 8

3. Using iOCBC OneTouch Service ..................................... 13

4. Getting Started ................................................................. 16

5. Login to iOCBC TradeMobile ............................................ 17

6. Viewing Quotes ................................................................ 18

7. Market Indices & Market Summary .................................. 20

8. Watchlist ........................................................................... 21

9. Alert Criteria ...................................................................... 26

10. Placing Orders ................................................................ 27

11. Amend / Withdraw Order ................................................ 29

12. Checking the Order Status ............................................. 33

13. Charting with Indicators .................................................. 34

14. iMatrix (Bid & Ask, Time & Sales, Trade Summary, Queue Track) ...... 35

15. Portfolio .......................................................................... 36

16. Personalisation .............................................................. 41

17. Change Password .......................................................... 42

18. Logout ............................................................................. 43



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1. Registering for iOCBC OneTouch Service

Step 1: Launch iOCBC OneTouch service by tapping on the icon.

Notes:

1) iOCBC OneTouch service is only available for:

iOS Android

Device iPhone Samsung Others

Version 8 & above 4.2 & above 6.0 & above

For security reasons, iOCBC OneTouch will not be available on jailbroken or rooted devices.

2) You will need to add your fingerprint in your device before using the iOCBC OneTouch service.

a) Under iPhone Settings > “Touch ID & Passcode” > Fingerprint

b) Under Android Settings > “Lock screen and security” > Fingerprint

Tap on Icon

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Step 2: Activate the iOCBC OneTouch service.

Tap on

‘Activate iOCBC OneTouch’



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Step 3: Enter your Username and Password for your Securities Trading account and

login.

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Step 4: Enter your One-time Password.



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Step 5: Your Quick Portfolio will display upon successful login.

Notes:

1) “As of Prev Day”, will be displayed by default upon successful registration.

2) To change Portfolio view to “Online Trades only”, please refer to steps in “Setting up iOCBC

OneTouch Service” on Page 8.

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2. Setting up iOCBC OneTouch Service

Step 1: Tap on iOCBC OneTouch icon.

Tap on Icon



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Step 2: Place finger on home button for biometric recognition to continue.

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Step 3: Your Quick Portfolio will display upon successful login.

Notes:

1) “As of Prev Day”, will be displayed by default upon successful log in.

2) To change Portfolio view to “Online Trades Only”, please refer to Page 12.



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Step 4: Tap on icon to change settings.

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Step 5: Tap on either “Portfolio” or “Language” to change settings.

Notes:

1) “As of Prev Day” - Portfolio will not include your current day’s orders.

2) “Online Trades Only” - Portfolio will only include online internet trades that have been executed

from 17 Dec 2011 onwards, including current day’s orders.

Tap to de-register

device

Tap on Portfolio to change default Portfolio view upon login

Tap to change

Language



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3. Using iOCBC OneTouch Service

Step 1: Tap on iOCBC OneTouch icon.

Note:

1) With the iOCBC OneTouch service, you are able to:

a) Have a Quick view of your portfolio

b) Trade via portfolio

Tap on Icon

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Step 2: Place finger on home button for biometric recognition to continue.



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Step 3: Your Quick Portfolio will display upon successful login. To trade using iOCBC OneTouch Service:

Tap on either Cost or Market Value

Select a Counter and tap on icon

Note:

1) The Portfolio view (“As of Prev Day” or “Online Trades Only”) is subject to the relevant settings

on Page 12 being in place.

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4. Getting Started

The Settings page allows you to customise various options to using iOCBC TradeMobile.

To navigate to Settings, tap on Settings > Settings.



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5. Login to iOCBC TradeMobile

Use the same set of User ID and Password for the internet trading platform to access

iOCBC TradeMobile.

Enter your Username

and Password

Tap on LOGIN

Select between English or Chinese language prior to logging in.

You can also change your language

after logging in under Settings.

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6. Viewing Quotes Upon login, SGX Top 20 Volume will be shown. In this page, you can view information on

the top 20 volume/gainers/losers.

Note:

HKEx : 15 minutes delayed NYSE : 20 minutes delayed LSE : 15 minutes delayed

PHS : 15 minutes delayed AMEX : 20 minutes delayed SSE : 15 minutes delayed

SET : 30 minutes delayed NASD : 15 minutes delayed SZSE : 15 minutes delayed

IDX : 30 minutes delayed ASX : 15 minutes delayed TSE : 15 minutes delayed

Tap here for shortcuts to the following menus:

Market, Watchlist, Trades, Portfolio, Change Password

Tap to view Top Volume, Top Gainers, Top Losers, Top Gainer %, Top Loser %

Tap here to toggle between:

Last Done, Volume

Open price, Previous Close, Buy Price, Sell Price, Day Hi, Day Lo

$ Chg, % Chg, Buy Volume, Sell Volume

Tap here to select other menus

Tap to select various exchanges

To customise the fields in each column, refer to Section 16 Personalisation

Tap on the counter name to perform Buy/Sell, or add counter to watchlist

Vertical red/green bar labeling indicator when there is change in Last Done Price



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Tap on icon to locate more counters. Enter the stock name or stock code.

Search Steps:

1. Select the Exchange which the desired stock/index is in.

2. Enter the stock code or stock name that you wish to search for.

3. Select the desired stock if there are multiple results.

Tap to select various

exchanges

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7. Market Indices & Market Summary Select ‘Indices’ or ‘Market Summary’ to view various markets’ sectorial indices or market

summary.

Select Indices to view the various exchanges’ indices. Select Market Summary to view the various exchanges’ market summary.




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8. Watchlist

The Watchlist function allows you to monitor your favourite counters on the move.

You are also able to perform more functions by tapping on a counter from your Watchlist.

Note:

1) Changes made to the counter sequence through your mobile trading platform will not be

reflected in your internet trading platform.

Tap on the counter name to perform a Buy/Sell, or to remove counter from the Watchlist


Last, Volume, Buy, Sell, Day Hi, Day Lo, Open, Previous, Change, % Change, Buy Vol, Sell Vol, Rmk, Ind, CCY, EP


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The Watchlist Editor allows you to perform the following actions in a single Watchlist:

i) Add or remove multiple counters

ii) Re-arrange counter sequence

iii) Rename Watchlist

To add multiple counters:

Tap on icon and select Watchlist Editor

Select a Watchlist to edit

Enter either Stock Code or Stock Name

Select desired Counter if there are multiple results

Tap on icon

Save changes

Note:

1) Adding or removing counters through your mobile trading platform will also be reflected in your

internet trading platform, and vice versa.



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To remove multiple counters:



Tap on icon

Tap on icon before saving the changes

Note:

1) Adding or removing counters through your mobile trading platform will also be reflected in

your internet trading platform, and vice versa.

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To re-arrange counter sequence in a Watchlist:



Hold icon and move up or down to re-arrange counter sequence in the

Watchlist

Save changes

Note:

1) Changes to the counter sequence through your mobile trading platform will not be reflected

in your internet trading platform.



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To rename Watchlist:



Rename Watchlist

Save changes

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9. Alert Criteria To add alert criteria,

Select a Counter and tap on icon

Tap on icon

Enter a Price and select from a list of Alert Criteria below

Save changes



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10. Placing Orders Tapping on the stock name will allow you to select ‘Buy/Sell’ to launch the order ticket.

Details of the selected counter will be shown on the order ticket.

Select the correct account to trade in

Tap on Buy or Sell icon, and enter the Price and Quantity

Select Order Type

Amalgamation¹ is default as ‘Yes’

Select either Cash / CPF² / SRS3 as the Mode of Payment

Prices shown on order ticket are snapshot

Notes:

1) Amalgamation is the consolidation of several trades into one. It is only applicable for trades

placed for the same counter, on the same market day with the same action and payment mode.

E.g. buy with buy, sell with sell.

2) Please ensure that you have linked up your CPF Investment Account to your trading account in

order to submit any CPF trade.

3) Please ensure there are sufficient fund/shares in your SRS account. In the event that you wish

to change the payment mode, you must contact your trading representative immediately by

phone on the Trade Date.

4) Icon is only available for Android Phones. Trading limit on iPhones will be shown under

the Account drop down selection list.

Select Mode of Payment

Tap on Submit to proceed

Select Buy or Sell

Select Order Type (only applicable to HKEX)

Snapshot prices

Select Settlement CCY

Select Account

To display Trading Limit

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The following order confirmation will appear upon tapping ‘Submit’.

The following order result will appear upon tapping ‘OK’.

Tap on ‘OK’ once you have confirmed the order details

Tap on ‘Cancel’ if you would like to amend order details



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11. Amend / Withdraw Order

You can amend/withdraw your order provided that the order is not filled. If the order is

partially filled, you can only make amendment/withdrawal on those unfilled quantity.

Please note that amendment is only for reduction of the quantity and you cannot amend

the other parameters like price and payment type.

To check the latest status of your order, please tap on the "Refresh" button.

a) If your amendment request is successful, your order status will be updated to ‘AC’

(i.e.: reduced order accepted).

b) If your withdrawal request is successful, your order status will be updated to ‘C’

(i.e.: cancelled order accepted).

To amend / withdraw your unfilled/partially filled order, tap ‘Trades’ and tap on to ‘Today’.

Ensure order reflects status after the amendment / withdrawal.

E.g. ‘C’, ‘AC’

Tap on the counter name to launch Order ticket

Select ‘Amend/Withdraw’

Tap row to view Order Details

Tap on Refresh to obtain the

latest Order Status


Action, Status, Validity, Order Type, Account, Payment Mode, Settlement Currency, Order Qty, Order Price, Done Qty, Done Price, Amal, Balance Qty, Submit Date/Time, Forced Key, Traded Currency


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The following amendment confirmation will appear upon tapping ‘Amend’.

To cancel order submitted

Amend order quantity

Tap on ‘Submit’ once you have confirmed the order amendment

Tap on ‘Cancel’ if you would like to re-amend order quantity



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The following result will appear upon tapping ‘OK’.

The following withdrawal confirmation will appear upon tapping ‘W/D’.

Tap on ‘Submit’ once you have confirmed the order cancellation

Tap on ‘Cancel’ if you would like to cancel the order withdrawal

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The following result will appear upon tapping ‘OK’.



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12. Checking the Order Status To check the status of your order, select Trades and tap on to Today.

Check the ‘Status’ column for the order status, and ‘Done Qty’ column for executed

quantity.

Tap on Filter icon to filter by different criteria

Select Today to view current market day order. Select Past 6 Days to review orders for the

past 6 calendar days.

Check order status under Status

column


Action, Status, Validity, Order Type, Account, Submit Time, Payment Mode, Settlement Currency, Order Qty, Done Qty, Amal, Done Price, Order Price, Balance Qty, Forced Key, Traded Currency


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13. Charting with Indicators

Tap on the counter name and select ‘Chart’ to launch the chart of the selected counter.

The historical data shown are for Intraday, 1 week, 1 month, 3 months, 6 months, 1 year

and 3 years.

Tap on icon to customise Chart Settings

Choose from the available Chart Settings

- Graph Style (Fill Plot, Line Plot, OHLC/Candle Stick Plot)

- Technical Analysis

- Overlay (Bollinger Bands, Simple Moving Average, Exponential Moving Average,

Parabolic)

- Indicators (Relative Strength Index, Moving Average Convergence Divergence,

Stochastic)



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14. iMatrix (Bid & Ask, Time & Sales, Trade Summary, Queue Track)

Tap on the counter name and select either one of the option.

iMatrix is an useful tool for investor to gain an in-depth view of stock movements.

To trade through Bid & Ask,

Tap on either Bid or Ask price

Enter all required Order details in the Order ticket

Submit

Note: 1) You can trade via Bid & Ask if you have enabled this feature at your Settings page.

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15. Portfolio To view your Portfolio, select Portfolio > Indicative Portfolio


Average Price, Qty, Amount, Last, Un P/L (Trd CCY), Mkt Value, Account,

Date, CCY, Fees, Un P/L(%)




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To view your Realised P/L, select Portfolio > Realised P/L

To view your Trust Balance, select Portfolio > Trust Balance


Average Buy, Sell Qty, CCY, Sell Price, Realised P/L, Contract, Account,

Date



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To view your Outstanding Positions, select Portfolio > Outstanding Position


Account, Action, Settlement Ccy, Contract, Due Date, Date, Mode, Price,

Indicative FX, Net Amt, Qty




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To add contracts, select Add Portfolio > Add Contracts

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To view your foreign Custody Holdings, select Portfolio > Custody Holdings


Date, Account, Mkt, Traded CCY, Open Balance, Today’s B, Today’s S,

Net Balance




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16. Personalisation Fields in the columns can be customised by tapping on icon.

To re-arrange fields in each column:

Tap on icon

Hold icon and move up or down to re-arrange field sequence

Save changes

Notes:

1) Field customisation is only available at pages where is present.

2) The number of columns displayed or available fields for each column is subject to the device

you log in from. Example, iPhone 6s may differ from iPhone 6s Plus.

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17. Change Password Your new password must contain alphabets and numbers. It must be within 8 to 15

characters and it is case sensitive (e.g. ABC123, abc123). The previous password can be

recycled only upon 3 password changed cycles.

Tap on ‘Account’ and select ‘Change Password’

The following result will appear upon successful password changed.

Note:

1) Changing of your password through your mobile trading platform will also impact your internet

trading platform, and vice versa. You will need to use the same set of User ID and Password

for both the internet and mobile trading platform.

Enter your current password, your new password, and confirm the new password



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18. Logout Tap on ‘Log out’ to exit from iOCBC TradeMobile.

The following page will appear upon tapping on ‘Log out’.

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Disclaimer This document is solely for information only and may not be published, circulated, reproduced or distributed in whole or in part to any other person. This document should not be construed as an investment advice, recommendation, or an offer or solicitation for the subscription for, purchase or sale of the securities mentioned herein. Whilst we have taken all reasonable care to prepare the information contained in this document at the time of publication, no representation or warranty whatsoever (including without limitation any representation or warranty as to accuracy, usefulness, adequacy, timeliness or completeness) in respect of any information provided herein is given by us and it should not be relied upon as such. We do not undertake an obligation to update the document or to correct any inaccuracy that may become apparent at a later time. All information presented is subject to change without notice. We shall not be responsible or liable for any loss or damage whatsoever arising directly or indirectly howsoever in connection with or as a result of any person acting on any information provided herein. Trading in securities can be very risky and you may lose all or more than the amount invested or deposited. Where necessary, please seek advice from an independent financial adviser regarding the suitability of any trade or investment product taking into account your investment objectives, financial situation or particular needs before making a commitment to trade or purchase the investment product. You should consider carefully and exercise caution in making any trading decision whether or not you have received advice from any financial adviser. OCBC Securities Private Limited and its related and affiliated corporations, together with their respective directors and officers, may have or may take positions in the securities mentioned in this document and may also perform or seek to perform broking and other investment or securities related services for the corporations whose securities are mentioned in this document as well as other parties generally.

Documents

iOCBC TradeMobile User Guide (iOS / Android)iOS Android Device iPhone Samsung Others Version 8 & above 4.2 & above 6.0 & above For security reasons, iOCBC OneTouch will not be available