AET My Portfolio Online trading user guide
Contents
1. D _ _ Australian Executor Trustees AET My Portfolio Online trading user guide The online trading system allows you to place a buy or sell order for a client for one or multiple ASX listed investments There are four key components to a buy or sell order 1 Client search 2 Buy ASX equity Sell ASX equity 3 Confirm order 4 Receipt How to complete a buy order After logging into AET My Portfolio select Online trading from the left hand menu bar then Buy 1 Client search search for and select or input the client details and click Next 2 Buy ASX equity The Buy ASX equity screen will be displayed and two cash balances will appear Current cash balance the current live cash available in the client s account Available cash balance the current live cash balance less any pending online purchase orders that have not been processed to the client s account A buy order can only be created if there is sufficient Available cash to cover the order To place a buy order simply enter the investment name or ASX code in the Search for investments by name or ASX code here field and select the investment you would like to buy Part of the IOOF group The system will default the order type to At Market but you can click the down arrow to select At Limit if required If you select At limit enter the applicable price noting the price limit must be2. 6 0312
3. ed on the Receipt screen and an Order ID will be allocated You will be able to print or save these details and use them to track the order through the Order monitor screen How to complete a sell order After logging into AET My Portfolio select Online trading from the left hand menu then Sell 1 Client Search search for and select or input the client details and click Next 2 Sell ASX equity The client s listed investments that are available to be sold pursuant to the site s terms and conditions will be displayed Listed investments that are currently not tradeable due to a trading halt suspension etc will appear greyed out indicating that these investments are not available to trade A pop up message will appear when you hover over the ASX code To place a sell order select an investment using the scroll bar if required The default order type is At Market Use the drop down box to select At limit if applicable and enter the price noting the price limit must be within 25 per cent of the current market price displayed Enter the number of units to be sold in the Units column Alternatively if the entire holding is to be sold click Po in the Sell All column The Units column will be updated with the Available balance amount and the Order value Brokerage and Gross order value fields will calculate automatically Repeat the process
4. for all sell orders required Orders created in this screen may be edited or deleted To edit an order click in the relevant field and update the information To delete an order click in the Units field and change value to 0 Sell validations The system will validate all sell orders If an order has breached a validation the system will display an error message detailing the breach All validation errors must be corrected before you can proceed When all sell orders have been created and any validation errors corrected click Next 3 Confirm order The Confirm order screen allows you to review your order Please check all details If the order details are not correct click Back You can only edit the order details in the Sell ASX equity screen If all order details are correct click Submit You will be prompted for your password Enter your AET My Portfolio password and click Confirm 4 Receipt When the order has been successfully submitted the order details will be summarised on the Receipt screen and an Order ID will be allocated You will be able to print or save these details and use them to track the order through the Order monitor screen If you have any questions please contact your BDM or call the client services team on 1800 254 180 Australian Executor Trustees Limited ABN 84 007 869 794 AFSL No 240023 www aetlimited com au Part of the IOOF group PLA 428
5. within 25 per cent of the At market price displayed Tab to or click the Units column and enter the number of units you would like to purchase Once entered the Order value Brokerage and Gross order value fields will calculate automatically Repeat the process for all investments you would like to buy Orders created in this screen may be edited or deleted To edit the order click in the relevant field and update the information To delete an order click the T icon Buy validations The system will validate all buy orders If an order has breached a validation an error message will be displayed detailing the breach All validation errors must be corrected before you can proceed When all buy orders have been created and any validation errors corrected click Next Please note The investment strategy is not validated for online orders for the Private Super Fund 3 Confirm order The details of the orders created will be displayed for checking and review The Confirm order screen is a review screen only Order details can only be edited from the Buy ASX equity screen lf order details are not correct click Back to edit If order details are correct click Submit You will be prompted for your password Enter your AET My Portfolio password and click Confirm 4 Receipt When the order has been successfully submitted the order details will be summaris
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