Online Stock Trading Backup
Trade in stock market
A quick and hassle-free method for the clients to trade and monitor shares online on the basis of current market trends.
Experience a seamless process of order placement, tracking and modification.
Clients can securely log in to Citi using below options
- Citi Credentials (user name, password)
- Biometric methods for user recognition like face id, touch id etc.
Client authentication using biometrics
Validate the OTP generated from Citi Mobile token
Clients to input order details
Clients can input order details like order type, price etc. in the Order Input screen. Purchasing power, holding quantity and average cost of the stock are also displayed.
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 callout1 to get possible values of the reference fields with their description.
Please note: API callout1 is used to get the reference data field values and used in the subsequent steps of the journey as well.
Clients continue to provide their order details
Clients provide their order details like quantity, date etc. and click on 'Continue' to proceed further.
Refer to the API callout1 for information on retrieving brokerage holdings and API Callout2 to verify the order details of the client.
Clients confirm their order details
After submitting the order details, the clients need to verify their order details on the Pre-confirmation screen. They also need to verify the transaction fee displayed on the screen. Clients confirm their order details after agreeing to the terms and conditions.
Refer to the below API callout to confirm the order details.
Clients check trade status and modify the orders
Clients can view trade status and also modify the orders.
Please note: These functions are accessible after successful authentication as illustrated above in the journey.
Refer to the below API callout to retrieve brokerage order details.
Clients view all the orders
Modify the order
Verify the modified order
Modified order details are displayed on the order Pre-confirmation screen. Clients can verify these details and click on 'Confirm' to proceed with the order modification.
Refer to the below API callout for the confirmation of brokerage order modification.