How do I enter an individual order?

You can enter a new securities order either as a new order or via the context menu of an existing portfolio position.

Open a new input mask by clicking on "Trading" in the menu and then clicking on "New securities order".

Alternatively, open the context menu using the three-point icon on the right-hand side of the corresponding position under menu "Wealth / Portfolio details" . By clicking on "Buy" or "Sell", you can open the input mask for a single order.

Entering single orders

Step 1

If you have more than one portfolio, first select the "Portfolio" that the security is to be booked in.

Step 2

Search for the desired security. To do so, enter the name or a valid ID (e.g. securities number, ISIN) and click on "Search".

Tradable products:

• Shares
• Bonds / Debentures
• Derivatives
• Funds
• Money market papers
• Commodities (precious metals)
• Structured products

Options and futures are not tradable.

Option 1

If the result of your search is unequivocal, the security including further information such as the provisional price, ISIN and trading unit will appear in the input mask.

Option 2

If the security could not be identified unequivocally, a securities search window will open. You will be prompted to refine your search or to select the desired security by clicking on it. The security will then appear in the input mask.

Step 3

Select the following details for the security:

• Market (optional): The best possible trading venue in the main trading currency of the selected security is displayed (default setting).
• Portfolio: Please select the desired portfolio for the securities order
• Account: Determine which account is to be used to execute the securities transaction. The balance of the account that has been selected is indicated on the right.
  Please note: The account is determined based on the trading currency of the security selected (default setting). If no account exists in this currency, the primary account is selected.

Step 4

Determine other order details:

• Order type: Choose between "Buy" and "Sell". "Sell" is only an option if a position in the security selected exists in the portfolio.

• Quantity / Gross amount: Enter the desired number. This must correspond to the trading unit or a multiple thereof. Depending on the security (e.g. bond or fund), the nominal or amount must be entered. Choose between "Quantity" and "Gross amount" (only possible for securities that can be subscribed to in terms of an amount).

Execution type: Choose between "At Market", "Limited" and "Stop and stop limited":

• At Market: The order is executed at the current possible bid or offer price in the market.
   
• Limited: The order is placed in the market with a maximum price for the purchase or a minimum price for the sale. Insert the corresponding price in the "Limit" field.
   
• Stop and stop limited: 
   
  • Stop
    
    For this type of execution, set a price in the “Stop” field (price level, for example for a stop loss order). If the trigger price is reached, the order will be executed best in the market (stop best).
     
  • Stop Limited
    
    For this type of execution, you can additionally set an amount in the “Stop” field. If the trigger price is reached, the order will be placed in the market in a limited manner (stop limited). When buying, the limit must be above the stop, when selling it must be below the stop.

Expiry date: Specify a date for how long your order should be valid

Comment to traders: Your remark will be verified manually. Automatic order processing is therefore no longer possible.

 

Entering new single orders

Step 1

If you have more than one portfolio, first select the portfolio that the security is to be booked in by tapping on the current portfolio to open the portfolio selector.

Step 2

Search for the desired security. To do so, tap on "Trade securities" and enter the name or a valid ID (e.g. securities number, ISIN) and select the security you would like to trade.

Tradable products:

• Shares 
• Bonds / Debentures
• Derivatives
• Funds
• Money market papers
• Commodities (precious metals)
• Structured products

The availability of tradable products is contingent upon the country in which your account is opened.

Options and futures are not tradable.

If the security could not be identified unequivocally, a securities search window will open. You will be prompted to refine your search or to select the desired security by clicking on it. The security will then appear in the input mask.

Step 3

Select your order type: Choose between "Buy" and "Sell". "Sell" is only an option if a position in the security selected exists in the portfolio.

Step 4

Enter details for the order:

• Market (optional): The best possible trading venue in the main trading currency of the selected security is displayed (default setting).
• Account: Determine which account is to be used to execute the securities transaction. The balance of the account that has been selected is indicated on the right.
  Please note: The account is determined based on the trading currency of the security selected (default setting). If no account exists in this currency, the primary account is selected.
• Quantity / Gross amount: Enter the desired number. This must correspond to the trading unit or a multiple thereof. Depending on the security (e.g. bond or fund), the nominal or amount must be entered. Choose between "Quantity" and "Gross amount" (only possible for securities that can be subscribed to in terms of an amount ).
• Execution type: Choose between "Best", "Limited" and "Stop and stop limited":
  • Best: The order is executed at the best possible bid or offer price in the market.
  • Limited: The order is placed in the market with a maximum price for the purchase or a minimum price for the sale. Insert the corresponding price in the "Limit" field.
  • Stop and stop limited: For this type of execution, set a price in the "Limit" field (price level, for example for a stop loss order). If the trigger price is reached, the order will be executed best  in the market (stop best).
    For this type of execution, you can additionally set an amount  in the "Stop" field. If the trigger price is reached, the order will be placed in the market in a limited manner  (stop limited). When buying, the limit price must be above the trigger price, when selling it must be below the trigger price.
• Expiry date: Choose between "GFD" (good for day, order valid for the day) and "GTD" (good till date, insert the expiry date in the "Valid until" field).
• Comments to traders : Your remark  will be verified manually. Automatic order processing is therefore no longer possible.