citifx pro user guide

8/11/2019 CitiFX Pro User Guide

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Quick Start Guide

CitiFX Pro Trader

Citi Markets | CitiFX Pro


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Citi Markets | CitiFX Pro1

Index

Overview .............................................................................................................................................................................................2

Getting Started, Selecting Your Workspace .................................................................................................................................3

Add Your Preferred Products .........................................................................................................................................................4

Customise Your Product Fields .......................................................................................................................................................5

News And Economic Calendar At A Glance ...................................................................................................................................6Add Charts..........................................................................................................................................................................................7

Monitor Trading Conditions ............................................................................................................................................................. 8

Place Your Orders ..............................................................................................................................................................................9

Change And Edit Your Orders ........................................................................................................................................................ 10

Manage Your Account ...................................................................................................................................................................... 11

Need Assistance? ........................................................................................................................................................................... 12


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CitiFX Pro Trader | Quick Start Guide 2

OverviewCitiFX Pro presents CitiFX Pro Trader, one of the most intuitive and complete multi-product

online trading platforms in the market.

These key benefits include a fully personalised trading environment, extensive market analysis, streaming news service,

excellent liquidity and fast execution with one-click trading.

Featuring a highly secure environment and a massive choice of trading modules, CitiFX Pro Trader helps you make

successful trading decisions with real-time execution.

Follow this simple step-by-step guide and start trading in no time.


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Getting Started,Selecting Your WorkspaceTo start, enter your User ID and Password in the log-in screen.

1. Choose Workspace: Click File

on the top menu bar, select

Workspace, choose Blank

Workspaceor New to start.

2. New Workspaceis a menu

of pre-set templates for your

selection.

3. Blank Workspaceallows you

to customise your workspace

according to your preference.

1. To enable it, click on Enable Trading.

Click on Trade Settingsto adjust various features including changing between Single-clickand 2-click tradingwhich allows

you to confirm trades and orders. If 2-click trading is disabled, a single click would be sufficient to make trades and to place

orders.

Note: To receive live prices on Stocks, CFDs or Futures, please subscribe to live prices for the relevant exchanges by clicking

on the Account menu, followed by Manage Subscriptions.

2. Disable Trading now appears and this means that Trading

has been enabled. To disable trading, click on Disable

Trading.

Trading is disabled by default as a safety feature.


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Add Your Preferred ProductsThe most efficient way to add products is via Instrument Explorer.

1. Click Tradingon the top menu bar, select Prices and Trade to open the Prices and Trade panel.

2. Click Trading, select Instrument Explorerto search for products.

3. Type full name of the product in the Look forbox.

4. Click on plus (+) sign to expand the product list.

5. To view prices of a product, drag selected product and

drop into the Prices and Tradepanel.

Click on icon next to Add Instrument to view products in Trade Board view; click icon again to view products as Price List.

View instruments as Trade Boards / Price List

Tip: Click on this icon to hide the window.


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Customise Your Product Fields

1. Right click on the top row (grey colour) of Prices and Tradepanel.

2. Select Settings, click Choose Columns and Grouping.


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News And Economic Calendar At A GlanceTo view the economic calendar and news

1. Click News and Researchfrom the top menu bar, select Newsor Economic Calendar.

2. Sort Newsby country or by news providers.

3. Sort Economic Calendarby country, by date and/or by key economic announcements.


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Add Charts

1. Click Tradingfrom top menu bar, select Chart.

2. The chart displayed by default is always EURUSD.

3. Select instrument from Prices and Tradepanel (e.g. Apple Inc), drag and drop instrument on to chart space; the price

chart for Apple Inc pops up.

4. Re-scale price line: Click on chart line; you can shift the chart line freely.

5. Customise chart scale: Click on either the x-axis or y-axis to drag in/out the chart scale.


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Monitor Trading ConditionsTo view Trading Conditions:

1. Trading Conditions show the costs and trading conditions per asset class.

2. Click Account,select Trading Conditions.

3. To view trading conditions, select list type by Product Class:

a. for FX, view by Currency pair;

b. for Futures, view by Contract;

c. for Stocks, view by Stock Exchange.


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Place Your Orders

1. Click on Trading on the top menu bar, if your platform

is in Disable Tradingmode, skip to Step 2. Otherwise,

click Enable Tradingto enable trade.

2. On Prices and Tradepanel, right click on chosen

product and select Trade Ticket.

3. A Trade Ticketpops up.

4. Click on Order.

5. Make the necessary changes and confirm them before clicking on Place Order(s).

Tip: You can place related orders by checking the Limit and / or Stop boxes.


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Change And Edit Your OrdersTo change and edit your orders

1. Click Trading, select Open Orders.

2. To change or cancel an order, click on an order followed by Change Orderor Cancel Order. Be sure to confirm any

changes or cancellations.


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Manage Your Account

1. ClickAccount, select Account Summary.

2. UnderOpen Positions, you can manage your positions.

In Open Positions, click on the (+) sign to see position details and expand selection to: Close position, Place a limit orderor

Place a stop order.

Close position Place a limit Place a stop order

Tip:

1. CitiFX Pro Trader reserves the right to stop out clients positions above Margin Utilisation of 100% and/or whenthe Account value turns negative.

2. If the Margin Utilisation has reached 150% and / or a margin call has been executed continuously for over 47

hours, a stop out will be triggered immediately.

3. If your account value turns negative, CitiFX Pro Trader may sell all or part of your shares and / or any collateral

held in your account in order to cover the deficit.

4. If your margin goes above 90%, a margin call pop-up will be issued on the platform and an email notification will

be sent to your designated email account simultaneously.

5. Opposite positions will be squared off in a First-In-First-Out (FIFO) manner unless a position is closed directly orthere is a related open order on an open position.

6. Please note that we are unable to postpone any margin stop-outs and this is non-negotiable. Incoming funds

must be received and cleared before they are booked into your account.


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Need Assistance?To access the Help Function:

1. ClickHelp.

2. Under Help, you can also select Contents or Index.

3. To contact us, click Help,select Contact Us.

System recommendations:

CPU: Pentium 4, 2.5 GHz or faster

Free hard disk space: 200 MB

Modem/Internet connection: 256 kbps or faster

Screen resolution: 1280 x 1024, true colour (24 bit) colours

RAM: 2 GB (at least 2 GB if you are running Microsoft Windows Vista, as Windows Vista alone needs 1 GB)

Is your computer and internet connection good enough?


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Any other questions?

Give us a call on:

USA Tel: 1-888-591-2951

Europe Tel: 44-800-279-3243

Switzerland Tel: 41-800-001-036

Hong KongTel: 852-2501-2381

SingaporeTel: 65-3158-0363

and wed be happy to help you

CitiFX Pro

Trading foreign exchange involves a high degree of risk. CitiFX Pro offers trading on margin. The leverage created by trading onmargin can work against you as well as for you, and losses can exceed your entire investment. Before opening an account andtrading, you should ensure that you understand the risks and can withstand the losses and that you seek advice from your advisorsas appropriate. In the United States, CitiFX Pro is a service offered by Citibank N.A., New York, 390 Greenwich Street, New York, NY10013. Citibank N.A . is an entity organized under the laws of the United States of America.

Copyright 2014 Citigroup Inc

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