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.

 

 

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.

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.

After successful two-factor authentication, customers may provide their consent to authorize Citibank to share their data with trusted third-party providers. After providing consent, customers will receive a confirmation message and be redirected to Partner's app to begin trading with Citibank. Refer to API Callout 1 for information about retrieving an access token and API Callout 2 for information about retrieving customers' brokerage and settlement accounts 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 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.

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.

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 can view all their orders placed with Citi and may choose to either modify or delete them.

Customers can modify the price and quantity of the order.

 

Refer to the API callout for order modification details.

 

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.

 

 

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.

As long as an order is still unprocessed, customers have the option to delete it.

Customers can verify the details of their trade before proceeding with the actual deletion.

Customers receive a confirmation message once their order is deleted. 

 

Refer to the API callout for order deletion details.