LOGIN
Control . Convenience . Rewards
Click on login button to
login to your account If you are new and don’t have
an online account, click here
to sign up for Online Share
Trading or Futures Account
NAVIGATING RHB TRADESMART
Control . Convenience . Rewards
Find useful, ready Summarised Composite You can expand the screen The icon indicates if the
created pages here Index for easy viewing to fullsize by clicking here portal is connected
To view Futures price feeds, These indicators will blink with
click here colour if there is notification
Filtering options to list the
stocks the way you wish to
view them
To move a column left or right,
click and drag to the desired
position
Shows the last 3 bids for
the stock counter selected
NAVIGATING PORTFOLIO
Control . Convenience . Rewards
Under Portfolio, you will find your Account Portfolio, Internet Banking (FPX) and Portfolio Manager.
Account Portfolio contains all details pertaining to your Trading Accounts.
Internet Banking (FPX) is where you can make fund transfers to your Trust Account for payments.
Portfolio Manager enables you to create multiple portfolios to track your stock's live performance.
View your account details,
make payment or set up your
portfolio
NAVIGATING PORTFOLIO
Control . Convenience . Rewards
To view, download or print
Detailed information of your Trading
Filtering options to list your Daily Contract Notes
Account and trading activities can be
stocks in your portfolio or Monthly Statement,
found on these separate tabs when
according to your click on Statement
you click on Account Portfolio
viewing requirements
Total average buy value Total estimated gross Total estimated Profit &
for each counter market value by Last Loss (Gross Market Value
Done Price less Buy Value)
NAVIGATING PORTFOLIO
Control . Convenience . Rewards
Click here to create a Click here to enter your "Buy"
new portfolio and "Sell" transactions
CUSTOMISING YOUR PAGE
Control . Convenience . Rewards
Quotes is the default main widget. If your page
does not contain the Quotes widget, then other
widgets are just grouped according to the
matched colour indicators.
Matching color indicators will link your
widgets. In this example, the Quotes widget
is the main widget and the Order Pad and
Technical Chart have been linked to it. When
a stock is selected on the Quotes widget,
the Technical Chart will show the selected
stock and the Order Pad will contain the
selected stock details
You may search to view charts of other
stocks, but since the Technical Chart is not
the main widget here, the Quotes and Order
Pad widget will not change to the selected
stock from the Technical Chart Widget.
CUSTOMISING YOUR PAGE
Control . Convenience . Rewards
Your saved pages will
appear under this menu
Click here to close the Widgets Click on the [+] to Save the tab once
3 1 5
menu once you are done selecting create a new page you are done
Click this to remove the
Enable the pin to disallow Widget from your page To edit the page that you
the Widgets menu from have saved, click here
moving around
Click this to add rows to
the bottom of your page
Click here to reopen the
Widgets menu
Drag the widgets Resize the widget by
2 4
into the blank area dragging the corners
You may customise the name
of the page when you save.
6
The name can be changed
when in ‘Edit’ mode.
BUYING AND SELLING
Control . Convenience . Rewards
These respective icons will blink
and change colour when an
order is matched or rejected
Order Pad will display stock that has
been highlighted on Quotes tab, but
you may change the stock by keying Key in your Trading PIN. You may
in the stock name code here 5 check the 'Keep PIN' box for the
system to remember your PIN
Select the 2 Select buy or sell
On the Quotes tab, highlight the exchange here
1
stock that you wish to buy/sell
Hit the 'Buy' or
6
'Sell' button
Market Queue tab will display Select the account which you Key in the qty, price and select Message box will notify
3 4
the stock that has been selected wish to trade from the validity period for your bid you of any errors on the
on Quotes tab Order Pad
BUYING AND SELLING
Control . Convenience . Rewards
Placing a Good-Till-Date (GTD) order
Notes to placing GTD order
Available for BME and foreign markets.
GTD order for BME will be termed BURSA
GTD. Upon submission to BURSA, the
order will reside there until it is matched,
expired or cancelled by client.
BURSA GTD order will be eliminated
automatically when:
The GTD order(s) is more than your
Select and key in the
1 available trading limit.
transaction details
The counter is suspended from
trading/delisted by the respective
Select ‘GTD’ on validity menu and Exchange.
2 select the date. You can select up The counter goes through
to a maximum of 30 days. Corporate Exercise.
The price of the order falls outside
the price limit range
BUYING AND SELLING
Control . Convenience . Rewards
Notes to placing Conditional order
Placing a Conditional order
Conditional order is allowed for normal
market for all exchanges except ASE.
When user ticks on “This order will be
placed upon meeting the following
criteria” checkbox the following fields
will be enabled for user to enter the
trigger condition.
Exchange
Stock Code/Name
Price condition (Greater Than, Less
Than or Equal To)
Price
Select and key in the
1
transaction details
Tick the checkbox to place
2 a condition Key in your Click on ‘BUY’ or ‘SELL’. Your
3 conditions 4 order will be placed upon
meeting your set criteria
BUYING AND SELLING
Control . Convenience . Rewards
Placing a Stop Limit order
Notes to placing Stop Limit order
For Buy stop limit order,
The Stop Price must be greater or
equal to last done price or
reference price in the absence of
Select and key in the last done price.
1
transaction details
The order price must be greater or
equal to the Stop Price.
Order Price >= Stop Price >=
Last/Ref Price
For Sell stop limit order,
Select ‘Stop Limit’ on Order The Stop Price must be lower or
2 Type menu equal to last done price or
reference price in the absence of
last done price.
Key in your Stop Price.
The order price must be lower than
3 or equal to the Stop Price.
For Buy orders, the stop price must be greater than or equal to last done or reference price.
For Sell orders, the stop price must be lower than or equal to last done or reference price. Order Price <= Stop Price <=
Last/Ref Price
BUYING AND SELLING
Control . Convenience . Rewards
Basket Orders
From ‘Orders’ tab,
1
click on Basket Order
BUYING AND SELLING
Control . Convenience . Rewards
Basket Orders
Select an existing basket or create a
2
new one by clicking on ‘Add Basket’
BUYING AND SELLING
Control . Convenience . Rewards
Basket Orders
Click ‘Add Order’ to proceed to add
your orders to the basket. Please
3 note that you can key in a maximum
of 5 orders in one basket
BUYING AND SELLING
Control . Convenience . Rewards
Basket Orders
Select the orders that you wish to
4 send, click on ‘Submit Order’, key in
your Trading Pin and click ‘Confirm’
CHECK AND AMEND YOUR ORDER
Control . Convenience . Rewards
Viewing your order details
Filter your viewing Select this tab and then Right-click on any of the listed stock and click on
2 1 3
options accordingly select 'Order Status' ‘Details’ to view transaction details*
To view your GTD Orders, use To view your Stop Limit Offline orders keyed in by Resets the filters that you Saves the filters that you have
this filter orders, use this filter your dealer will be displayed have saved to default values selected
within this list
CHECK AND AMEND YOUR ORDER
Control . Convenience . Rewards
Viewing your order details
Displays the time log for Displays the details that you
each order event have keyed in for this order
CHECK AND AMEND YOUR ORDER
Control . Convenience . Rewards
Amending your order
Filter by: Completed, unmatched, cancelled,
Select this tab and then 2 rejected, outstanding, expired. Only orders
1
select 'Order Status' which are outstanding can be amended
Right-click on any of the listed stock to
perform changes to the transaction or
to view order details.
MANAGING YOUR WATCHLIST
Control . Convenience . Rewards
Adding stocks to watchlist
1
On Quotes page, select the
stock and right-click to
bring up the menu. Click on
'Add to Watchlist' and
select the Watchlist
To view your Watchlist, click
here and select 'Watchlist'
Your watchlist can comprise stocks Click here to go to Watchlist
from different markets, identified settings
by the Exchange column
Removing stocks from watchlist
Highlight the stock from your
Watchlist, right-click to bring
up the menu. Select 'Remove
from Watchlist'
SETTING UP YOUR WATCHLIST
Control . Convenience . Rewards
Rename your Watchlist
Click here and select 'Watch-
list' to manage your Watchlist
Click apply when you are done
MANAGING PRICE ALERTS
Control . Convenience . Rewards
Your price alert stocks can
comprise stocks from different To view all stocks that you have The price alert icon will blink and
3 4
markets, identified by the set the price alerts, select 'Price change colour once any price
Exchange column Alert' from the Alert menu alert is met
On the setting box, key in your
2
Highlight the stock from any page Target Buy Price, Target Sell Price,
1 Notes if any and click on 'Save'
and right-click to bring up the
menu. Select 'Add to Price Alert'
CUSTOMISING YOUR SETTINGS
Control . Convenience . Rewards
This global settings allow you to
manage items for the entire platform
This allows you to edit items
pertaining to the widget only
CUSTOMISING YOUR SETTINGS
Control . Convenience . Rewards
Settings
Manage alerts pertaining to orders
made on the web
Manage the frequency of the alerts
sent to your email and change your
email address here. Please note that
this will not change your email for
communications with the bank
CUSTOMISING YOUR SETTINGS
Control . Convenience . Rewards
Settings - Backing Up Customised Pages
Backing up your pages Backing up your pages
1 2
Use this function to export Click on 'Import' and locate your file,
Settings for the customised pages
all customised pages under [yourfilename].json, to reload the pages
you created can be managed here
'My Page' to another user that you have created
ID. Files will be saved
under [yourfilename].json
CUSTOMISING YOUR SETTINGS
Control . Convenience . Rewards
Settings for Quotes Page
To customise settings for your Quotes page, click on the settings icon on quotes and select "Template".
Freeze the columns on your left so Customise your Quotes page by Move the fields to the Top, Bottom or
you can still view them as you scroll adding/removing the fields that you Up/Down by one level
to the right wish to see
