Stocktrade

Execution Only Stockbrokers

0845 213 4403

Mon to Fri 8am - 5pm

User Guide

Getting Started

This User Guide is intended to help you get acquainted with Stocktrade online sharedealing service. The guide explains how to login, how to activate your account, how to place a request to buy or sell shares, and leads you through further steps and service features you may need.

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View Portfolio

The Portfolio function provides the customer with all their holdings with a current valuation. From this page customers will be able to get a clear picture of the performance of their portfolio by stock and in total.

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Stock History

By selecting the Stock History button this will allow you to view the transaction history of a particular stock or over a specified date range. You can also choose to view the trade history of all your stocks over the full date range that you have had an internet sharedealing account with Stocktrade.

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Withdraw Cash

You can withdraw cash from your Deposit Account held at Stocktrade to your own designated bank account using this form.

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Place a Trade

When you launch the trading platform this will allow you to obtain a quote to buy or sell a quantity of stock or to raise and invest a monetary value that you specify.

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View & Update Hotlist

The Hotlist function allows you to view up to 35 stocks of your choice. The Hotlist can be updated on a regular basis giving you the ability to track the progress of your chosen securities during the course of the day. Refreshing the screen will give you the most up to date prices.

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Cash History

By selecting the cash history button you can view your transaction history by deposit or by income account. The Deposit Account includes information of cash and stock transaction history. The Income account includes information on dividend and deposit interest payments.

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