Morgan Direct Demo

Buy Funds

STEP 1

To place a Buy order, please select Lumpsum Investment > Buy from the top menu and enter the required information following the instructions shown below. Then press “Proceed”.

Select a fund category and select a fund
Select a transaction currency (Please note that you can select only one currency for each order)
Enter the investment amount
Press “Add Fund” (Please repeat steps from 1 to 4 to buy multiple funds)
Press “Proceed”

Desktop View

Mobile View

STEP 2

Verify the details of your order, including the initial charge. Select your preferred payment method and click “Continue” to be redirected to verification page and input your Login Password, then press “Confirm” to confirm the deal.

Select the Initial Charge
Select your prefered payment method
Click “Continue” to be redirected and confirm

Desktop View

“Cash Account”
(Applicable for account opened online on or after 27Feb2024)

Mobile View

STEP 3

Your order has been successfully placed with us. You will need to make the payment to settle your order or you can cancel the order in “Order Status”. Please refer to the corresponding payment demo for payment details.

Desktop View

Mobile View

Switch Funds

STEP 1

Click “Switch” to go to this screen. Select the fund you wish to switch sell, then enter either a percentage of your available holding(s) or the no. of units that you wish to switch. Select the fund you wish to switch buy and press “Next” to further proceed.

Select a fund to sell
Enter redemption units
Select a fund to buy

Desktop View

Mobile View

STEP 2

Verify the details of your order, including the initial charge. Click “Continue” to be redirected to verification page and input your Login Password, then press “Confirm” to confirm the deal.

Click “Continue” to be redirected and confirm

Desktop View

Mobile View

STEP 3

Now your order has been placed successfully.

Desktop View

Mobile View

Sell Funds

STEP 1

Click “Sell” to go to this screen. Select the fund you wish to sell and then enter either a percentage of your available holding(s) or the no. of units. Select the payment currency and press “Proceed” to further proceed.

Select a fund to sell
Enter redemption units
Select your payment currency
Click “Add fund” to add the selected fund

Desktop View

Mobile View

STEP 2

Verify the details of your order. Verify the details of your order, including the initial charge. Click “Continue” to be redirected to verification page and input your Login Password, then press “Confirm” to confirm the deal.

Click “Continue” to be redirected and confirm

Desktop View

Mobile View

STEP 3

Now your order has been placed successfully.

Desktop View

Mobile View

eScheduler Set Up

eScheduler accepts payment via Real Time Direct Debit (HKD) or HSBC’s Autopay (RMB). Please refer to the sections “Real Time Direct Debit” or “Autopay – HSBC” for details.

STEP 1

Click “eScheduler” > “Schedule Buy” to go to this screen. Select the fund you wish to buy, then type in the amount you wish to invest.

Select a fund and a fund category
Select a transaction currency (Please note that you can select only one currency for each order)
Enter your investment amount
Press on “Add Fund” button (Please repeat steps from 1 to 4 to buy multiple funds)

Desktop View

Mobile View

STEP 2

Select “Monthly” if you wish to set up a monthly investment instruction. Select the Order Process Date and Expiry Date Click “Continue” to be redirected to verification page and input your Login Password, then press “Confirm” to confirm the deal.

Enter your schedule settings
Press “Next”
Select a payment method
Click “Continue” to be redirected and confirm

Desktop View

Mobile View

STEP 3

Your instruction has been scheduled successfully.

Desktop View

Mobile View

STEP 4

You can also view the status of your scheduled orders by clicking the “Existing Schedule”.

Click to update an order

Desktop View

Mobile View

STEP 5

You can also schedule a switching order by going to the “Schedule Switch” section.

Similarly, you need to enter the order details and schedule setting here. Click “Continue” to be redirected to verification page and input your Login Password, then press “Confirm” to schedule your order.

Desktop View

Mobile View

Order Enquiry

ORDER STATUS

Once you have placed an order, you may check the status by going to the “Order Status” section. Here you can see the status of your orders that are still in progress. You may cancel the order here, if necessary.