Online Stock Trading
Online stock trading made easy
Experience a quick, hassle-free method for customers to trade and monitor shares online on the basis of current market trends as well as seamless order placement, tracking and modification processeses.
Secure identification and authentication
After clicking 'Trade Now', customers will be taken to a Citi login screen where they can securely log in to Citi using their Citi credentials (user ID and password)or using biometric methods for user recognition like Face ID, Touch ID, etc.
Validate the one-time password generated from Citi Mobile® Token
Customers can validate the one-time password generated from their Citi Mobile® Token. Alternatively, they also have the option to receive a one-time password on their registered mobile number by clicking on the link 'Send one-time password via SMS instead' at the bottom of the screen.
Customers input order details
Customers can input order details like order type, price, purchasing power, holding quantity and average cost of the stock on the order input screen.
The drop down values are reference data fields. Example: Order Type is a reference data field which returns different values associated with it.
Refer to the API callout to get possible values of the reference fields with their description.
Please note: The API in the callout is used to retrieve the reference data field values and used in the subsequent steps of the journey as well.
Customers continue to input order details
Customers provide more order details like quantity and date. They then click on 'Continue' to proceed.
Refer to API Callout 1 for information on retrieving brokerage holdings and API Callout 2 to verify the order details of the customer.
Customers confirm their order details
After clicking 'Continue', customers will need to verify both their order details on the pre-confirmation screen as well as the transaction fee displayed on the screen. Customers' details are confirmed after they agree to the Terms and Conditions.
Customers see an order confirmation message along with a reference number to track the status of their order.
Refer to the API callout to confirm the order details.
Customers can modify their orders
Along with being able to track the status of their order, customers can also modify their orders.
Please note: These functions are accessible after successful authentication as illustrated above in the journey.
Refer to the API callout to retrieve brokerage order details.
Customers view their orders
Modification of an order
Customers can modify the price and quantity of the order.
Refer to the API callout for order modification details.
Verify the modified order
Modified order details are displayed on the order pre-confirmation screen. Customers can verify these details and click on 'Confirm' to proceed with the order modification.
Confirmation of order modification
Customers receive a confirmation message once the modified order is resubmitted to the market successfully. They can also view the order status by clicking on the link 'View Trade Status'.
Refer to the API callout for the confirmation of brokerage order modification.