Account Selection

  1. Select Trading from the menu.
  2. Search for an Account and select a result from the drop down.

Order Details

  1. Select Add Order from the table.
  2. Choose whether the order is Buy or Sell.
  3. Search for the desired investment item. You can choose from approved listed securities, managed funds, fixed income securities and Model Portfolios.
  4. Configure the remaining details, ensuring the account has the available funds to complete the transaction.
  5. When your order is ready, selected Add in the bottom right corner.

Review Order

  1. Review the Order Preview.
  2. When ready, select Submit 

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