Multi-Stock & Multi-Client trading functionality now available

You asked, we listened. Advisers have been telling us that they want trading for their clients to be simpler and more efficient. We are therefore excited to launch our new ‘Single Stock, Multi-Client’ and ‘Multi-Stock, Single Client’ order pads.

Single Stock, Multi-Client trading

Quickly respond to market movements and save time by getting multiple clients in or out of a single stock at once with the easy-to-use ‘Single Stock, Multi-Client’ order pad.

Instruction Guide:

There are two ways to access the ‘Single Stock, Multi-Client’ order pad:

  • From the My Clients > Find Client page; and
  • By clicking on Trading in the top menu and selecting Single Stock, Multi-Client

When starting from the My Clients > Find Client page, tick the boxes to the left of each client record to select the clients you wish to place a trade for and click Place Multi-Client Order.

Step 1. Set up

Complete the order details in first section of the page as you would for a single order and select Apply Instructions to apply them to each client.

Amend the order details for individual clients if required and click Proceed to review before placing order.

Step 2. Review

Review your BUY or SELL order then confirm your approval by entering your trading password and clicking Submit.

Step 3. Confirmation

You will now receive a confirmation of your order.

 

multi-client


FEATURES

  1. Get multiple clients in or out of a single stock faster and more efficiently than ever before
  2. Apply order instructions to multiple clients or modify order instructions at an individual client level
  3. Handy alert icons highlight any potential issues with the order before you proceed

QUICK TIP

  1. Once you select two or more clients, the Place Multi-Client Order button will appear
  2. Select up to 20 clients per trade
  3. Easily toggle between a dollar or percent-based brokerage

 

Multi-Stock, Single Client trading

Rebalance client portfolios and respond to sudden market movements more efficiently with the ability to buy or sell multiple stocks for one client in one trade.

Instruction Guide:

There are two ways to place a Multi-Stock trade for a client:

  • To buy new stocks for a client, use the Multi-Stock, Single Client order pad from Trading in the top menu; and
  • To buy or sell stocks a client currently holds, use the Holdings page (Client Portfolio > Holdings).

Step 1. Setup

Within the ‘Setup’ screen, simply type in the stock code or description of each share and select Add to Order.

Select the relevant brokerage option for this client and click Proceed.

Step 2. Review

Review your BUY or SELL order then confirm your approval by entering your trading password and clicking Submit.

Step 3.Confirmation

You will now receive a confirmation of your order.

 

multi-stock



FEATURES

  1. Rebalance client portfolios and respond quickly to market movements promptly and efficiently
  2. Apply order instructions to multiple stocks or modify order instructions at an individual stock level
  3. Handy alert icons highlight any potential issues with the order before you proceed

QUICK TIP

  1. Select up to 20 stocks per trade
  2. Easily toggle between a ‘Price’ and ‘At Market’ options as well as ‘Quantity’ and ‘Value’

 

Any securities or prices used in the examples on this website are for illustrative purposes only and should not be considered as a recommendation to buy, sell or hold.

Back