Spread Co Ltd, Argyle House, Joel Street, Northwood Hills, London, HA6 1NW, United Kingdom | Tel: (44) (0)1923 832 600 Fax: (44) (0)1923 845 308 E-mail: [email protected] Registered Office Address: Spread Co Limited, 22 Bruton Street, London, W1J 6QE, United Kingdom
© SPREAD CO Limited. All Rights Reserved
Registered in England and Wales. Registered No. 05614477. Authorised and regulated by the Financial Conduct Authority. FCA Register No. 446677
MOBILE APP
Contents
1. Introduction
2. Logging In
3. Account Summary
4. Market Navigation
Market Navigation Tree
Market Search
Adding/Editing Watchlist
Placing a Trade
Managing Your Positions
Amending Positions
Closing a Position
Placing an Opening Order
Managing Your Orders
Charts
Settings
History
5. Adding/Removing a Debit/Credit Card on your Trading Account
6. Adding Funds to Your Account
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1. Introduction
2. Logging in
3. Account summary
Spread Co’s mobile trading platform is widely acknowledged as being intuitive, rich in functionality and skilfully designed, providing our clients with the access and advanced tools and charts to assist them in making important trading decisions. Our clients have access to highly competitive, real time prices on a wide range of financial produ cts and are able to participate freely in the exciting and rapi dly evolving trading environment of the world´s financial markets whilst on the move.
This Quick Start Guide enables you to log in to the mobile app and to start trading equities, indices, currencies and commodities. If you have any questions or queries regarding the use of the mobile app, please visit our website or contact our Client Services Team.
After downloading the Mobile app from the App Store, open the mobile app by tapping on the Spread Co app icon. On the login page enter your account username and password, and tap “Login”.
If you would like the app to save your username and password for faster access, please select the “Remember Me” option.
\If you have forgotten your password, please tap the “Forgotten your password?” link and a new password will be sent to your registered email address. If you are still having problems logging on, please contact our Client Services team at [email protected] or +44 (0) 1923 832 682.
Add Funds
Tapping the “Add Funds” button in the account summary screen will allow you to deposit money into your trading account.
Once you have logged into the Mobile platform, you will be directed to the “Summary” tab. This tab gives you a breakdown of the status of your account.
1. Cash BalanceTotal cash in your account. Includes all realised P&L.
2. Open P&L Marked to Market value of the net daily Profit/Loss on your open positions. 3. Account Valuation Aggregate of Cash Balance and Open P&L.
4. Margin Required Total Margin Requirement on open positions
4. Market navigation
The Markets tab gives you access to the hundreds of financial ma rkets available to trade with Spread Co. Market Navigation Tree
Tapping the “Markets” tab at the bottom of the screen will bring up the market navigation tree where you can scroll through the market lists and your watch lists.
Market Search
If you are looking for a specific market, you can use the “Market Search” feature which is located on the top right of the screen: Simply type the name of the desired market into the text box, a nd select the market in the list that appears below.
Adding/Editing Watchlist To create a new watchlist:
1. Select a market you would like to add to the watchlist. 2. In the top right, select “Edit > Manage Watchlists”.
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4. Market navigation (continued)
4. Select the watchlist to which you want the market to be added and then tap the back arrow in the top left of the screen. 5. The market will now appear in the selected watchlist in the Markets window.
Placing a Trade
1. Tap the market you would like to trade from the “Markets” tab.
2. The top of the ticket displays the “Sell” price and the “Buy” price. Tap Buy or Sell. 3. You may enter the quantity in two ways:
a) Tap the text box to manually enter the stake using the keyboard b) Tap the word “Qty” to select the stake via a scroll wheel
4. To submit your trade, please click ‘Confirm’ at the bottom of the screen.
If the trade is successful, a trade confirmation will appear. If the trade is unsuccessful, you will be given a reason (for example, insufficient funds to support margin). Occasionally your trade may be referred to a dealer, who may quote you a new price.
Managing Your Positions
4. Market navigation (continued)
Amending Positions
To add/remove/amend linked orders:
1. Tap the aggregate position you would like to amend.
2. Select the individual position where you would like to add or amend an order. Tap the “Stop” or “Limit” button.
3. Use the scroll wheel to select the “Points away” or the “Price” at which you would like to place the order. Alternatively, press and hold the scroll wheel to manually enter an exact price.
4. Tap done on the top right of your screen.
Closing a Position
1. Tap the aggregate position you would like to close. 2. Select the individual position that you would like to close.
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4. Market navigation (continued)
Placing an Opening Order
1. In the “Markets” tab, tap the market in which you would like to place an opening order. 2. Tap “Edit” in the top right, and select “Add an order.”
3. Complete the relevant sections of the opening order:
Action
Direction of the opening order, buy or sell.
Qty
Quantity you would like to trade.
Price
Level of the opening order.
Until
Life of the opening order.
Stop
Level of linked stop loss (optional).
Guaranteed
Guarantee the stop loss level (optional).
Limit
4. Market navigation (continued)
Managing your Orders
The “Orders” tab allows you to view and edit all of your current working orders. Tapping on the button at the top right of the screen allows you to switch between seeing just your opening orders and seeing all o f your orders (including orders which will close existing positions).
Tapping on the column headers will allow you to select different criteria to be listed in this view, for example the order price, the current price or the type of order. You can also sort the order in which your orders are listed from this menu, by tapping “Sort order” at the bottom of the screen.
Tapping into a listed order will show you the details of the selected order and allow you to update or cancel it.
You can also access your orders through the positions panel – if you select a market from the positions panel you will see any stops or limits at-tached to your positions. If you tap on the orders button at the bottom of the screen you will see all of your orders that are currently working for the selected market (not just your contingent orders).
Charts
When viewing a trade ticket, you will notice the market’s chart displayed at the bottom of the screen. You can enlarge the chart to full-screen by tilting your iPhone horizontally.
It is possible to adjust the time interval displayed on the chart simply by pinching inwards or outwards. Double tapping the chart will switch to real-time view.
Settings
The application settings can be found under the “More” tab. Here you will find information about your connection status, software version and preferences:
• Account – if you have more than one sub-account you can switch between them here.
• Change password – if you wish to change your password simp ly enter you current password and your new password here. • Logout – this will log you out of the application.
• Ignore sleep – If this is on your phone screen will not lo ck itself. • Mute sound – if this is on then the application will not m ake any noises.
History
The “History” tab can be found within the “More” menu. History displays trading history for the last 7 days from all platforms.
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6. Adding funds to your account
To add funds to your trading account, navigate to the Summary Page. Tap on the “Add Funds” button
Enter the amount you wish to deposit and then tap on “Add Funds”
If you have previously funded with a card(s) then you can select the card you wish to fund with by tapping on it. If you haven’t used a card before and wish to add a new one, you will need to select the card type.
You will then need to enter the card details and tap on the ‘Pay’ button.