A Participating Organisation of Bursa Malaysia

The New
Maybank Trade App
Quick Guide
A quick reference guide to assist you in navigating some
of the latest features in our new Maybank Trade App.

Portfolio & 2

Account Overview
View a concise summary of investment
portfolio and accounts.

1 Go to Portfolio to view Portfolio Summary.

2 Select an Account to view My Holdings

and Account Summary.
1

Performing Transactions

2
Buy Stocks
1 Choose a stock and
3
1 place an order.

2 Review, confirm, and

wait for order execution.

3 Monitor your investment.

2
Sell Stocks
3
1 1 Select a stock and
specify order detail.

2 Review, confirm, and

wait for order execution.

3 Monitor the sale.

3
Deposit
1 Tap “Deposit” on
Dashboard.
2

2 Select Payment
Method and input
1
Request Deposit
details and tap “Next”.

3 Review your request

and tap “Confirm”.

2
Withdrawal
1 Tap “Withdrawal” on
Dashboard and
select an Account.

2 Input Request
1
Withdrawal details
and tap “Submit”.

3 Review your request

and tap “Confirm”.

1 2

Settlement of Contracts(IB/EIC)

1 Access your complete list of settlements

4 by tapping “Deposit” on the Dashboard.
5
2 Select the “Settlement” tab.
5
3 If you sign up via IB, choose the
6 relevant account and opt for either
“Outstanding Balance” or “Debit Billing
& Other Charges”.

4 From the list of stocks, select the one

you intend to settle.

5 Select “Full Payment” or “Partial

Payment”. For partial payments,
specify the “Pay Quantity” and tap
7
“Done”.

6 Review your request by selecting

“Pay Now”.
8

7 Verify the transaction via the

“Transactions” tab, ensuring that
your payment has been accurately
reflected.

8 If you sign up via EIC, select the

“Settlement” tab and choose a
contract to settle.

9 View the Contract details and enter

8
the quantity of Direct Quantity (DUP) to
Committed Quantity (CUP) manually
or use the ‘+’/’-’ button. Kindly note
that 1 lot is equivalent to 100 units.

10 You can view your contra gains or

contra losses in your Account Summary.
9

Discover

1
1 2
2 1 2

Maybank Insights Market Indices Top Movers

Access our exclusive View the latest economic Track market assets with
Market Insights for time- data and track financial significant price changes,
critical market information market performance for offering insights into trends
delivered to one’s mobile. trends and insights. and opportunities.

1 Search with keywords 1 Scroll down to Market 1 Scroll down to

or browse insights Indices for the highlight Top Movers for the
from the Maybank of Market Indices. highlight of Top Movers.
Insights list.
2 Tap → button to view 2 Tap → button to view
2 Tap → button to view all Market Indices. all Top Movers.
all Maybank Insights.

Personalisation
Add stocks to
watchlist
1
Effectively monitor stocks
in real-time, for quick and
informed decisions.
2
1 Search for a stock and
tap on icon.

2 Select an existing
Watchlist or create
a new one.
3

3 View Saved Stocks.

Set alerts for stocks

2 Personalise alerts to make

timely decisions based on
price changes, news,
updates, and market events.
4
3 1 Navigate to the stock
and tap icon.

2 Tap icon to Add an Alert.

1 3 Input order details and

tap “Set Alert”.

4 Use the toggle button

to set a particular price
alert as Active / Inactive.
Active and Inactive
alertswill be displayed in
App version the respective tabs.
iOS – 1.0.2 | Android – 1.0.2