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TAI LIEU
HNG DAN S DUNG
WEB TRADING
Phien ban 2.0

HDSD_Web Trading

MC LC
1

GII THIU CHUNG 5

HNG DN S DNG 5

2.1

ng nhp h thng

2.2

Qun mt khu

2.3

Xem bng gi

2.3.1

Bng gi s 2

2.3.2

Bng gi s 3

2.4

Mn hnh t lnh

2.4.1

t lnh

2.4.1.1 Chn tiu khon mc nh

2.4.1.2 t lnh thng

2.4.1.3 t lnh d kin

2.4.1.4 t lnh iu kin

2.4.1.5 t lnh tranh mua tranh bn

10

2.4.2

S lnh d kin

11

2.4.3

Lnh hot ng/S lnh iu kin/ S lnh

trong ngy

11

2.4.3.1 Sa lnh

12

2.4.3.2 Hy lnh

12

2.4.4

Chng khon hin c

12

2.5

Tin ch

13

2.5.1

Chuyn tin

13

2.5.1.1 Chuyn tin ni b

13

2.5.1.2 Chuyn tin ra bn ngoi

14

2.5.2

Chuyn khon chng khon

14

2.5.3

ng trc

15

2.5.3.1 ng trc

15

2.5.3.2 Lch s ng trc tin bn

15

2.5.4

16

ng k quyn mua

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2.5.4.1 Danh mc chng khon thc hin

quyn mua

2.5.4.2 Lch s ng k quyn mua

16
16

2.5.5

ng k bn chng khon l l

17

2.5.6

Chuyn khon tin mt cui ngy

18

2.6

Ti khon

19

2.6.1

Truy vn thng tin tiu khon

19

2.6.2

Chng khon hin c

19

2.6.3

Cc khon vay k qu

19

2.6.4

Cc khon vay ng trc

20

2.6.5

Vay cm c

20

2.7

Bo co

20

2.7.1

Lch s khp lnh

20

2.7.2

Lch s t lnh

21

2.7.3

Lch s giao dch tin

21

2.7.4

Lch s giao dch chng khon

22

2.7.5

Li l thc hin

22

2.8

Trung tm d liu

22

2.9

Ci t

23

2.9.1

ng k dch v trc tuyn

23

2.9.2

Thng tin c nhn/Mt khu

23

2.9.3

Dch v Email / SMS

24

2.9.4

Thm danh mc yu thch

24

2.9.5

Xc nhn lnh

24

2.10

Tr gip

25

2.10.1

Hng dn s dng

25

2.10.2

Phn hi.

25

2.10.3

Danh mc chng khon c Margin

26

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1 GII THIU CHUNG

Ti liu ny m t cc chc nng trn h thng Web
Trading dnh cho khch hng giao dch ti Cng ty
TNHH Chng khon Ngn hng TMCP Ngoi Thng
Vit Nam (VCBS). y l h thng giao dch hon ton
mi vi giao din thn thin v tch hp nhiu tnh nng
giao dch hin i, an ton v bo mt.
2 HNG DN S DNG
2.1 ng nhp h thng
Bc 1: Khch hng truy nhp vo mn hnh ng nhp
h thng ti a ch www.trading.vcbs.com.vn
Bc 2: Nhp thng tin ti khon khch hng: M truy
cp; Mt khu; Chui k t xc nhn.
Bc 3: Thay i mt khu ng nhp/t lnh (i vi
khch hng truy cp ln u).
Bc 4: ng k dch v trc tuyn (i vi khch hng
truy cp ln u).

2.2 Qun mt khu

Bc 1: Khch hng chn Qun mt khu ti mn hnh
ng nhp ca h thng ti www.trading.vcbs.com.vn
Bc 2: Nhp cc thng tin: M truy cp (s lu k ca
khch hng ti VCBS); S CMND/H chiu; H tn khch
hng; Chui k t xc nhn.
Bc 3: Sau khi thc hin thnh cng h thng s thng
bo v gi mt khu mi vo Email ca khch hng.

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Thng tin tng quan:

2.3 Bng gi
2.3.1 Bng gi s 2
Bc 1: Sau khi truy cp mn hnh giao dch, Khch hng
chn biu tng s 2 vo bng gi.
Bc 2: La chn bng gi theo:
Danh mc ang nm gi/VN30/ HNX30/HOSE/HNX/UPCOM/Bng gi yu thch.
Lu : Khch hng c th t lnh hoc xem thng tin
chi tit m chng khon vi cc thao tc sau:
+ t lnh: nhn chut phi vo m chng khon ->
chn Mua/Bn.
+ Xem thng tin: nhn chut tri vo m chng khon.

th:

Tin tc:
2.3.2 Bng gi s 3
Bc 1: Khch hng chn biu tng s 3 xem thng
tin chi tit v 6 m chng khon yu thch (khch hng
c th la chn m chng khon cn theo di bng cch
nhp vo trng).
Bc 2: Ti bng gi s 3, khch hng c th xem c
thng tin: Tng quan; th; Tin tc ca m chng
khon.

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2.4 Mn hnh t lnh

2.4.1 t lnh

2.4.1.1 Chn tiu khon mc nh

Bc 1: Khi khch hng mi ng nhp vo h thng,
hin th tiu khon u tin lm tiu khon mc nh
(Khch hng c th thay i tiu khon mc nh bng
cch chn tiu khon khc).
Bc 2: Sau khi khch hng ng xut li, h thng s hin
th tiu khon va chn c t lm tiu khon mc nh.

2.4.1.2 t lnh thng

Bc 1: Nhp cc thng tin t lnh: Chn loi lnh
thng thng; Mua/Bn/Bn cm c; M CK; Chn Lnh
(i vi tng m chng khon trn tng sn h thng s
hin cc loi lnh tng ng c php t trn tng
sn); Gi; S lng; Nhn lnh.
Bc 2: Kim tra thng tin v xc nhn lnh t.
Lu :
- Khi khch hng nhp m chng khon, h thng s
hin th thng tin chng khon.
- Khi khch hng t lnh mua, h thng s hin th
thng tin tin ca tiu khon.
- Khi khch hng t lnh Bn/Bn cm c, h thng s
hin th thng tin chng khon ca tiu khon.

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2.4.1.3 t lnh d kin

Bc 1: Nhp cc thng tin t lnh: Chn loi lnh d
kin; Mua/Bn/Bn cm c; M CK; Chn Lnh (i vi
tng m chng khon trn tng sn h thng s hin
cc loi lnh tng ng c php t trn tng sn);
Gi; S lng; Nhn lnh.
Bc 2: Kim tra thng tin v lu lnh vo h thng.
Lu : Khi t lnh a vo s lnh d kin khch hng
khng cn nhp M xc thc.

2.4.1.4 t lnh iu kin

Bc 1: Nhp cc thng tin t lnh: Chn loi lnh iu
kin; Mua/Bn/; M CK; Gi; S lng; Thi gian lnh hiu
lc.
Bc 2: Kim tra thng tin v xc nhn lnh t.

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Lu :
- Khi khch hng t lnh iu kin th h thng s kim
tra 3 iu kin: S d (Tin/CK); Thi gian hiu lc; Gi
t.
- Tt c lnh iu kin t s c kim tra mt ln ti
thi im u ngy. Nu tha mn s c a vo s
lnh thng thng. Nu khng tha mn th vn s nm
s lnh iu kin v c trng thi l ch x l.
- Trng hp trong phin khch hng cp nht s d
tin v s d chng khon tha mn iu kin v k
qu ca lnh iu kin th h thng kim tra nhng lnh
iu kin ny.
- Trong phin lnh iu kin ch khp c 1 phn th
phn cn li s c kim tra iu kin vo ngy giao
dch k tip.

2.4.1.5 t lnh tranh mua tranh bn

Bc 1: Nhp cc thng tin t lnh: Chn loi lnh
thng thng; Mua/Bn/Bn cm c; M chng khon;
Chn Lnh: RP; S lng; Nhn lnh.
Bc 2: Kim tra thng tin v xc nhn lnh t.
Lu :
- i vi lnh tranh mua mc gi ti cc phin ATO/Lin
tc/ATC l ATO/Gi trn/ATC.
- i vi lnh tranh bn mc gi ti cc phin ATO/Lin
tc/ATC l ATO/Gi sn/ATC.

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2.4.2 S lnh d kin

Khch hng c th chn mt hoc nhiu lnh t S lnh
d kin nu p ng iu kin k qu t. i vi
lnh khng p ng iu kin k qu th vn S
lnh d kin.
Bc 1: Chn cc lnh cn thc hin.
Bc 2: Kim tra thng tin v xc nhn lnh t.
Lu :
- Nhng lnh c t thnh cng s c chuyn
thnh Lnh hot ng.
- Nhng lnh no khng hp l nh vt qu sc mua
ca tiu khon i vi lnh mua hoc vt qu s lng
chng khon i vi lnh bn s khng c chuyn
thnh Lnh hot ng v s b hy khi ht ngy giao
dch.

2.4.3 Lnh hot ng/ S lnh trong ngy/ S lnh

iu kin
Lnh hot ng: hin th thng tin cc lnh cn hiu
lc.

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ti khon ca khch hng bao gm: chng khon kh

dng, cm c, hn ch, hng quyn v chng khon
ch v ca khch hng.
S lnh trong ngy: hin th tt c cc lnh m khch
hng t trong ngy.

S lnh iu kin: hin th tt c cc lnh iu kin m

khch hng t cn trong khong t ngy n ngy.

2.5 Tin ch
2.5.1 Chuyn tin
Khch hng c th chuyn tin gia cc tiu khon
cng s lu k hoc c th chuyn tin ra ngoi vi s
ti khon ngn hng, tn ngi nhn c khai bo
trc .
Khch hng ng nhp vo h thng v chn Tin ch
=> Chuyn tin.

2.4.3.1 Sa lnh
Bc 1: Chn Sa lnh ti dng lnh cn sa.
Bc 2: Nhp thng tin gi, khi lng sa.
Bc 3: Xc nhn thng tin v hon thnh giao dch.

2.4.3.2 Hy lnh
Bc 1: Khch hng c th hy tng lnh hoc mt
nhm cc lnh bng cch chn cc lnh cn hy.
Bc 2: Xc nhn giao dch.

2.5.1.1 Chuyn tin ni b

Bc 1: Chn tiu khon nhn tin cng s lu k vi
tiu khon chuyn.
Bc 2: Nhp S tin chuyn.
Bc 3: Xc nhn thng tin chuyn tin v hon thnh
giao dch.
Lu : i vi chuyn tin ni b khch hng khng mt
ph chuyn tin, tin thu v phi nhp mt khu t
lnh.

2.4.4 Chng khon hin c

Mn hnh Chng khon hin c hin th thng tin v cc
m chng khon hin c ca khch hng.
Lu : Tng s lng cc loi chng khon c trong

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2.5.1.2 Chuyn tin ra bn ngoi

Bc 1: Chn Ti khon nhn l s ti khon ngn hng
m khch hng khai bo trc .
Bc 2: Nhp S tin chuyn.
Bc 3: Chn Kiu ph: Ph trong hoc Ph ngoi.
Bc 4: Xc nhn thng tin chuyn tin v hon thnh
giao dch.
Lu :
- Ti khon nhn l TKTGGD ca chnh khch hng m ti
VCB hoc ti Ngn hng khc do VCBS thng bo trong
tng thi k.
- Ph trong: S tin nhn c ca khch hng = S tin
chuyn m khch hng nhp - S tin ph - Thu.
- Ph ngoi: S tin nhn c ca khch hng = S tin
chuyn m khch hng nhp (S tin ph v thu s
c tnh bn ngoi s tin nhn).
2.5.3 ng trc
2.5.3.1 ng trc
Bc 1: ng nhp vo h thng v chn Tin ch =>
ng trc.
Bc 2: Nhp s tin ng trc: Khch hng nhp gi
tr ng tng , h thng s t ng phn b s tin ng.
Bc 3: Kim tra thng tin v Xc nhn giao dch.
Lu : Ch nhng ti khon khng ng k ng trc t
ng th chc nng ng trc mi hin th ti phn Tin
ch.

2.5.2 Chuyn khon chng khon

Mn hnh chuyn khon chng khon cho php khch
hng thc hin chuyn chng khon gia cc tiu khon
c cng s lu k.
Bc 1: ng nhp vo h thng v chn Tin ch =>
Chuyn chng khon.
Bc 2: Nhp cc thng tin: Tiu khon chuyn; Tiu
khon nhn; M chng khon; S lng thc hin
chuyn.
Bc 3: Xc nhn thng tin v hon thnh giao dch.

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2.5.3.2 Lch s ng trc tin bn

Bc 1: Nhp cc thng tin sau thi gian: t ngy; n
ngy.
Bc 2: Cp nht hin th thng tin tra cu.
Bc 3: Kt xut ra file PDF hoc file Excel.

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2.5.4 ng k quyn mua

2.5.4.1 Danh mc chng khon thc hin quyn mua
Bc 1: ng nhp h thng chn Tin ch => ng
k quyn mua .
(Khch hng cng c th click vo dng thng bo nhp
nhy trn mn hnh chnh).
Bc 2: Chn quyn mua xem thng tin chi tit.
Bc 3: Chn ng k thc hin quyn mua.
Bc 4: Nhp s lng thc hin quyn mua.
Bc 5: Kim tra thng tin v Xc nhn giao dch.
Lu :
- Khi khch hng ng k mua th phi m bo s
tin cn thc hin.
- ng k quyn mua khch hng ng k theo s tiu
khon khch hng chn ti phn Chn tiu khon
mc nh.

2.5.4.2 Lch s ng k quyn mua

Bc 1: Nhp cc thng tin thi gian: t ngy; n ngy.
Bc 2: Cp nht hin th thng tin tra cu.
Bc 3: Kt xut ra file PDF hoc file Excel.

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2.5.5 ng k bn chng khon l l

Bc 1: ng nhp vo h thng v chn Tin ch =>
ng k bn chng khon l l.
Bc 2: Thc hin ng k v nhp s lng ng k
bn.
Bc 3: Xc nhn v hon thnh giao dch.
Lu :
- Khi khch hng ng k bn chng khon l l th phi
m bo s lng chng khon.
- ng k bn chng khon l l khch hng ng k
theo s tiu khon khch hng chn ti phn Chn
tiu khon mc nh.

2.5.6 Chuyn khon tin mt cui ngy

Khch hng c th thc hin chuyn khon tin mt
cui ngy hng li sut.
Bc 1: ng nhp h thng chn Tin ch =>
Chuyn khon tin mt cui ngy.
Bc 2: Nhp s tin chuyn.
Bc 3: Xc nhn v hon thnh giao dch.
Lu :
- Khi khch hng chuyn khon tin mt cui ngy th s
tin chuyn phi nh hn s tin m khch hng c th
thc hin rt.
- Chuyn khon tin mt cui ngy theo s tiu khon

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khch hng chn ti phn Chn tiu khon mc

nh.

2.6 Ti khon
2.6.1 Truy vn thng tin tiu khon
Khch hng c th thc hin tra cu s d tin, gi tr
chng khon cng nh cc khon vay hin ti ca khch
hng.
Bc 1: ng nhp h thng chn Ti khon =>
Truy vn thng tin tiu khon.
Bc 2: Khch hng la chn ni dung xem thng
tin chi tit.
Lu : Khch hng c th t lnh mua bng cch click
chut vo Tin ti VCBS.

2.6.2 Chng khon hin c

Bc 1: ng nhp h thng chn Ti khon =>
Chng khon hin c.
Bc 2: Kt xut danh mc cc m chng khon hin c
ra file PDF hoc file Excel.
Lu : Khch hng c th t lnh Bn hoc Sa gi vn
cho cc m chng khon trn mn hnh hin th.

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2.6.3 Cc khon vay k qu.

Mn hnh cc khon vay k qu th hin cc mn vay k
qu v mn vay bo lnh ca khch hng.
Bc 1: ng nhp h thng chn Ti khon => Cc
khon vay k qu.
Bc 2: Kt xut ra file PDF hoc file Excel.
Lu : Khch hng c th thc hin gia hn mn vay
cho cc khon vay cha n hn v n hn v ch cho
gia hn ti a 180 ngy (theo quy nh ca UBCK) so vi
ngy gii ngn ban u ca mn vay.

2.6.4 Cc khon vay ng trc

Mn hnh cc khon vay ng trc th hin cc khon
vay ng trc cha hon ng ca khch hng.
Bc 1: ng nhp h thng chn Ti khon => Cc
khon vay ng trc.
Bc 2: Kt xut ra file PDF hoc file Excel.

2.6.5 Vay cm c
Mn hnh Vay cm c th hin cc khon vay cm c
cha hon ng ca khch hng.
Bc 1: ng nhp h thng chn Ti khon => Vay
cm c.

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Bc 2: Kt xut ra file PDF hoc file Excel.

HDSD_Web Trading

2.7.3 Lch s giao dch tin

Bc 1: ng nhp h thng chn Bo co => Lch
s giao dch tin.
Bc 2: Nhp thng tin thi gian truy vn.
Bc 3: Kt xut ra file PDF hoc file Excel.

2.7 Bo co
2.7.1 Lch s khp lnh
Bc 1: ng nhp h thng chn Bo co => Lch
s khp lnh.
Bc 2: Nhp cc thng tin: T ngy; n ngy; M
chng khon; Loi giao dch: Chn lnh Mua/ Bn/ Bn
cm c hoc mc nh l Tt c cc loi giao dch.
Bc 3: Kt xut ra file PDF hoc file Excel.
2.7.4 Lch s giao dch chng khon
Bc 1: ng nhp h thng chn Bo co => Lch
s giao dch chng khon.
Bc 2: Nhp thng tin m chng khon, thi gian truy
vn.
Bc 3: Kt xut ra file PDF hoc file Excel.

2.7.2 Lch s t lnh

Bc 1: ng nhp h thng chn Bo co => Lch
s t lnh.
Bc 2: Nhp cc thng tin: T ngy, n ngy; M chng
khon; Loi giao dch (Mua/ Bn/ Bn cm c hoc
mc nh l Tt c); Trng thi.
Bc 3: Kt xut ra file PDF hoc file Excel.
2.7.5 Li l thc hin
Bc 1: ng nhp h thng chn Bo co => Li l
thc hin.
Bc 2: Nhp thng tin m chng khon, thi gian
truy vn.
Bc 3: Kt xut ra file PDF hoc file Excel.

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2.9.2 Thng tin c nhn/Mt khu

Bc 1: ng nhp h thng chn Ci t ->Thng
tin c nhn/Mt khu.
Bc 2: Khch hng cp nht li thng tin c nhn
Bc 3: Xc thc thng tin cp nht.
2.8 Trung tm d liu
H thng trung tm D liu doanh nghip/D liu th
trng/Bo co phn tch/Tin tc c cp nht v kt
ni trc tuyn vi h thng Nghin cu - Phn tch ca
VCBS. Khch hng c th thc hin xem thng tin d
liu doanh nghip/Bo co phn tch ti a ch website:
www.vcbs.com.vn

2.9 Ci t
2.9.1 ng k dch v trc tuyn
Bc 1: ng nhp h thng chn Ci t -> ng
k dch v trc tuyn.
Bc 2: Khch hng thay i ng k/hy dch v trc
tuyn bng cch chn/khng chn ti ng k/hy
dch v.
Bc 3: Xc thc ng k dch v.

2.9.3 ng k dch v SMS/ Email

Bc 1: ng nhp h thng chn Ci t -> Thng
tin c nhn-> Thng tin ci t.
Bc 2: Khch hng thay i ni dung ng k dch v
SMS/Email bng cch chn cc dch v hin th trn mn
hnh.
Bc 3: Xc thc thng tin ng k.

2.9.4 Thm danh mc yu thch.

Danh mc yu thch cho php khch hng to mt danh
mc bao gm cc m chng khon m khch hng quan
tm.
Bc 1: ng nhp h thng chn Ci t => Thm
danh mc yu thch.

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Bc 2: Nhp cc thng tin: Tn nhm; M chng khon.

Bc 3: Xc thc b sung danh mc.

2.10.2 Phn hi
Khch hng c th phn hi cc kin ca mnh bng
cch chn Tr gip => Phn hi .

2.9.5 Xc nhn lnh

Khch hng c th thc hin xc nhn lnh do mi gii
t hon tt phiu lnh.
Bc 1: ng nhp h thng chn Ci t =>Xc
nhn lnh.
Bc 2: Nhp cc thng tin: Mua/bn chn Tt c/Mua/
Bn/Bn CC/Hy mua/Hy bn/Sa mua/Sa bn).
Bc 3: Xc nhn lnh giao dch.
Lu : Cac lnh ca khach hang cha hoan tt phiu
lnh chi co hiu lc n 23h59 cua ngay lnh c khp.

2.10 Tr gip.
2.10.1 Hng dn s dng
Khch hng ti hng dn s dng ca h thng Web
Trading bng cch chn Tr gip => Hng dn
s dng .

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2.10.3 Danh mc chng khon c Margin

Bc 1: ng nhp h thng chn Tr gip =>
Danh mc chng khon margin .
Bc 2: Cp nht xem danh sch chi tit chng khon
c giao dch k qu.
Bc 3: Kt xut PDF hoc Excel.
Lu : Danh mc chng khon Margin hin ln tng
ng vi tiu khon m khch hng chn.

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