我如何在POEMS Internet和POEMS 2.0上进行操作?

  • 交易您可以点击此处以获得POEMS Internet在线功能指导。您可以点击此处以获得POEMS 2.0在线功能指导和辉立投资中心每月举办的 POEMS 2.0 研讨会的更多信息。
  • 散股交易 在poems Internet上,您可以点击“股票” >“散股”来提交订单;您也可以在poems 2 上点击“价格(LP1)”或“交易(LP2)”来搜索股票,选中股票名称右键单击该股票,在下拉列表中点击“散股交易”。同时,您也可以在Poems 2.0上添加“SGX散股”程序,您可以按一下步骤操作:
    • 点击右上角“+新的”,选择“标签”
    • 点击“SGX散股”,然后点击“完成”
    • 寻找股票并提交订单
  • 欲查看现金/股票持有情况 您可以使用POEMS账户在POEMS Internet中的“股票”>“账户管理”>“账户明细”或POEMS 2.0中的“账户信息”>“账户详情”查看您的基金或现金持有情况。如果您的本地股票是由中央托收私人有限公司(CDP)进行托管,您则可以参照CDP的月结单来查看你的本地股票是否由CDP持股。对于境外股票持股,您可以参照POEMS Internet上的“股票”>“账户管理”下的“股票状态”。在POEMS 2.0中,“股票状态”可以在“账户管理”标签下找到。.注意:现金持有不适用于现金交易账户,因为现金交易账户不能持有现金余额的服务。
  • 投资组合修正 在Poems Internet上,您可以点击”股票“>“账户管理”>“投资组合”;您也可在Poems 2.0上点击“股票” >“账户信息” >“投资组合”。若您编辑您的投资组合,可以点击“编辑”,更多信息请参照“编辑”键旁边的“帮助”。 注意:POEMS的“投资组合”功能是为用户提供方便,仅仅只是做为参考。 请用户不要仅仅依赖于其中的数据或用于其它用途。辉立证券对您由于使用此功能而造成的任何损失和损坏不承担任何责任。具体信息,请阅读我们的免责声明。
  • 资金提取 在Poems Internet上,您可前往”股票“>”账户管理“>”在线表格“;您也可以在Poems 2.0 上点击”账户信息“>”在线表格“取出您多余的资金。在POEMS Internet和POEMS 2.0上完成了在线提款表格后,您可以点击“提交”按钮,然后输入您的密码。上午10点前提交的申请会在当天进行处理。为了您的便利,您可以选择将资金直接转入银行账户。注意:资金提取不适用于现金交易账户,因为现金交易账户没有留存现金的功能。
  • 风险警告声明(RWS)确认 客户需要确认RWS才能进行境外股票或海外上市的投资产品的交易。在POEMS Internet,您可前往“股票”>“账户管理”并且点击侧栏的“RWS 确认”来确认RWS。在POEMS 2.0,RWS表格位于“账户信息”标签下的侧栏中。在您完全理解RWS的内容后,您可以点击位于底部的“提交”按钮后的“我确认我已经阅读风险警告声明,了解其内容,请接收其中的风险”按钮,来确认RWS。
  • 个人资料更新 您可在Poems Internet 上更新账户信息,点击”股票” >“账户管理” >“客户个人资料”;您也可在Poems 2.0上更新账户信息,点击右上角“设置”>“我的账户”。
  • 订阅或续订奖励产品以及查看订阅状态 您可在Poems internet上点击“股票“>“奖励” 您也可以在Poems 2上点击“新标签”,若您找不到该栏,您需要自行添加“新的”>“奖励计划”。 欲在POEMS 2.0添加“奖励项目”功能,您可按照以下步骤:
      • 点击右上角的“+新功能”
      • 选择“产品”下的“股票”,点击第二页,然后您就能添加“奖励计划”功能窗口
      • 点击“奖励计划”功能窗口,然后点击“完成”按钮
    您可以前往“全新奖励订阅”来订阅或续订您的奖励产品。 您可以前往“续订或查看奖励订阅”来查看您的奖励订阅状态。
  • 查看汇率 欲要在POEMS 2.0上查看汇率,您可在“信息公布”的栏里,前往“汇率” 查看。注意:
    1. 货币兑换的结束时间是下午2点。
    2. 汇率会因波动而产生变化

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