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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
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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
China Merchants Securities International Financial and
Trading Platform (User Manual – English Version)
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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
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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
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2. Overview of System Information
Home
1. Market&Quotation
2. Detailed Quotation
3. Portfolio & Trading
4. Go back Home
5. Watchlist & Quote
6. My
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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
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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
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4.1.2 Personal Information
Clients can review their personal information in “My”
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4.1.3 Settings
Press “Settings” to customize own settings
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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”
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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
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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
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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)
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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
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4.2.2 Funds Info
Path: My > Funds Info
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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
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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
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4.2.5 Transaction History
Path: My > Transaction History
Transaction records are available for past 30
calendar days
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4.2.6 eIPOs
Nominee and Margin applications are available for designated IPO subject to availability
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4.2.7 IPO App Hist.
IPO Application History is available for past 3
months
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Trading Platform (User Manual – English Version)
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4.2.8 e-Statement
Daily statements are available for past 30 calendar days
Monthly statements are available for past 12 months
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4.2.9 Cash In/out
Fund In / Out records are available for past 30
days
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4.2.10 Stock in/out
Stock In/Out records are available for past 30 calendar days
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4.2.11 Stock Quote
Clients can press “Quote”, “Market “ and “CN” on top
to have more market information and quote pages
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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”