How can I buy and sell for multiple clients simultaneously?

To Buy

From the Trade section under ‘Order Type’ you can select a single client or search and select multiple clients to place an order for many clients simultaneously.

By selecting a specific stock to sell for multiple clients, the order pad will pre-populate with each clients’ holding in that stock.

You can then review and make changes where required to one or more orders before placing the orders in the market.

Entering orders using this method means you only need to enter your PIN once, saving you time, and ensures all orders reach the market simultaneously.

To Sell

You can also liquidate a client portfolio in a few easy steps from the ‘Trading & Portfolio’ tab. 

Choose the relevant client account then select ‘Sell All’ from under the Portfolio section to pre-populate the multi order pad.