Online Trading User Guide

Monex Securities Australia Pty Ltd AFSL No: 363972 | ABN: 84 142 210 179 Registered Office: Level 11, 300 George Street Sydney NSW 2000

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About This Guide This guide takes you through the process of Monex account online trading

Contact Information Monex Securities Australia Pty Ltd

Level 11

300 George Street

Sydney NSW 2000

Email: services@monexsecurities.com.au

Phone: +61 2 9103 9600

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Contents About This Guide ........................................................................................................................................... 1

Contact Information ...................................................................................................................................... 1

Overview ....................................................................................................................................................... 3

Open the Trading Page ................................................................................................................................. 3

Build Your Own Watchlists ............................................................................................................................ 4

Place an Order ............................................................................................................................................... 7

View Pending Orders .................................................................................................................................. 13

Change an Order ......................................................................................................................................... 13

Cancel an Order .......................................................................................................................................... 15

Check Intraday Executions .......................................................................................................................... 16

View Order History...................................................................................................................................... 16

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Overview This guide takes you through the process of using your Monex account for online trading, including:

• Watchlists

• Open the Trading Page

• Build your own watchlists

• Place an Order

• View Pending Orders

• Change an Order

• Cancel an Order

• Check Intraday Executions

• View Order History

Open the Trading Page

1. Open your internet browser, visit www.monexsecurities.com.au and login to your account

2. On the left menu, click My Details > Trading Accounts > Login as CA# (your trading account

number)

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Build Your Own Watchlists

The Monex platform allows users to create up to 10 multi-market watchlists with up to 30 symbols in

each. You can select various ways to view your watchlists and customise this based on your preferred

metrics.

1. Select Stock Quote > My Watchlist > Add Watchlist

2. Select Rename, Edit Price/Qty or Delete to manage your watchlist

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3. To add stocks into your watchlist, select the country and enter the stock symbol and click on

Add Stock to add it into your watchlist.

The symbol lookup tool can help you to search for the stock symbol.

4. Click on a specific stock on your watchlist to view the chart

The chart platform supports for different kinds of indicators like moving averages, MACD, etc.

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5. Select Add View to select the information you want to view, such as volume, day range, etc.

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Place an Order

1. Start Placing an Order

To place a buy order, go to Buy Order > Limit Buy or Market Buy

Limit Order: you can choose a limit price to place an order

Market Order: order placed at market price

2. Select Market

Select the market you would like to trade in the pull-down menu.

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3. Enter Stock Code

4. Code Search

To search for a stock, click on Code Search

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5. Select Order Type

If you want to execute your order at a particular price, select Limit to place a limit order. To

execute your order instantly at market price, select Market to place a market order.

6. Enter Limit Price

Enter the price that you would like to purchase the stock at. Your buy order will be executed at a

price equal or below the Limit Price specified by you.

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7. Specify Quantity

Input the quantity of shares you would like to buy.

8. Calculate Maximum Purchase Quantity

Click the calculator icon next to the Quantity field and it will tell you the maximum shares you

can buy with 1) total funds available, or 2) the expected amount you want to invest.

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9. Review the Gross Amount

The gross amount of your order will be calculated automatically for your reference. Click the

cash register icon to see the breakdown of the estimate total cost.

10. Select Good Till Date

Select the good till date in the pull-down list or click the calendar icon to select a date. Your

order will be valid until the ‘Good till Date’, the maximum good till date that you can select is 30

days from the day you place the order.

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11. Confirm and Submit Your Order

12. Order received

Once order received, an order ID will be generated.

Click View Pending Order to check your order status

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View Pending Orders 1. View Pending Orders

To view all the unfilled orders, go to Order Status > Pending/ Intraday Executions

2. View Order Status

To view the detail order status, click the respective order ID

Change an Order 1. Change Order

To change any unfilled order, click the Change link on the order status page.

2. Input Changes & Submit

You can change the quantity, limit price and good till date (if applicable). Kindly note that any

change to price will only affect unfilled quantity.

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3. Change Instructions Received

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Cancel an Order 1. Cancel an Order

You can cancel an unfilled order by clicking the “Cancel” link on the order status page. To cancel

more than one order at a time, check the boxes of the respective orders and click the bulk

cancel button.

2. Confirm Cancel Instructions

3. Cancel Instruction Received

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Check Intraday Executions 1. View Intraday Executions

To view all your filled order(s) today, go to “Order Status” page and check Intraday Execution

Report

View Order History 1. View Order History

You can check the details of your previous instructions by selecting “Order History” in the menu

bar.

2. View Instruction History

You can view the instruction history of any specified period within recent 3 months.

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3. View Instruction History

For details of the instruction, click the respective Order ID

(Version 1.6)