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2024年6月7日发(作者:)
国泰君安证券股份有限公司
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操作手册
富易交易系统
目 录
目 录········································································································2
一、首次使用·········································································································1
1、 证书验证·········································································································1
2、 通讯设置·········································································································1
3、登录界面···········································································································3
4、 主界面介绍·····································································································4
一、系统菜单栏·················································································································4
二、快捷工具栏·················································································································4
三、交易导航菜栏·············································································································4
四、页面显示区·················································································································4
五、状态栏························································································································4
5、
6、
系统锁定·············································································································5
系统升级·············································································································5
7、打印查询记录···············································································································5
8、基本交易···········································································································6
一、
二、
三、
四、
五、
六、
七、
证券买卖·············································································································6
资金股票查询·····································································································6
当日委托查询撤单·····························································································7
当日成交查询·····································································································7
历史交易的查询·································································································8
配号,中签查询:·····························································································8
银证转帐界面:·································································································8
9、 开放式基金操作指南······················································································8
一、
二、
三、
四、
五、
基金认购:·········································································································9
基金申购:·······································································································10
基金赎回:·······································································································10
场内认购/申购:······························································································10
基金转换:·······································································································11
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六、
七、
八、
九、
十、
分红方式:·······································································································11
查询基金净值:·······························································································12
查询基金份额:·······························································································12
查询基金当日委托:·······················································································13
历史委托查询:·······························································································13
十一、
十二、
十三、
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历史确认查询:·······················································································14
客户资料:·······························································································15
网上开户:·······························································································16
目录
国泰君安富易是建立在国泰君安新一代集中交易系统基础上的网上交易专用系统。系统
采用Windows平台,界面友好,功能强大。富易用户可进行A、B股、基金、债券、权证、代
办股份转让、开放式基金、银证转账、三方转帐、配股、配售、等交易品种的委托、查询等
操作。
到国泰君安证券官方网站下载富易客户端程序,或下载大智慧、
通达信等
行情软件,其中已经内置富易交易软件。
一、首次使用
1、 证书验证
启动富易交易软件,需要输入证书密码进行验证,省缺的证书密码是888888,
用户登录通过以后就可以在系统菜单下“设置”里的“修改信息”中修改证书密码。
2、 通讯设置
首次通过证书验证后,会弹出通讯设置对话框。正确地设置相应参数是联网畅通的保
证。
代理服务器
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拨号、家庭宽带用户不用设置代理服务器。如果用户是局域网用户,并且通过代理
上网,就会弹出代理服务器设置窗口,系统会自动读取IE的代理设置,用户如果
确定需要设置代理服务器,请去掉“不使用代理服务器”选项上默认的√,并且填
入正确的代理服务器的地址和端口,按确定即可通过该设置页面。您可以通过点击
“测试代理配置”来查看代理配置正确与否。特殊情况请与您单位的网络管理员联
系。
上网地区及线路
上网地区的选择一定程度上决定了客户网上交易的速度和稳定性。客户一般而言,
应该优先选择开户地,这也是缺省的配置,表示客户的富易客户端就近从本地互联
网接入我们的网上交易系统,可以保证网络接入质量和速度。如果客户因为出差等
原因不在本地,就可以在这里选择所在的相应地区。当客户被频繁提示交易断开或
者通讯超时等错误时,如果客户本身网络没有异常,建议客户可以选择华东或者华
南,这是目前我们的总部接入站点。
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3、登录界面
首次登录需要选择用户开户营业部的地区范围,登录成功后该营业部就会进入我的营业
部列表,以后就不用再选择了。在帐号类型中选择您所拥有的帐号,输入交易密码和蓝色的
随机生成的校验码,点击登录即可进入系统操作界面。
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4、 主界面介绍
一、系统菜单栏
在富易操作界面的最上部分是系统菜单栏,这里集中了几乎所有的功能,
包括系统、证券、开放式基金、银证转帐、设置、国泰君安服务、帮助共7
个菜单。
二、快捷工具栏
在快捷工具栏中集中了几种常用的功能。
三、
交易导航菜栏
交易导航栏中集中了所有的与交易有关的功能。
四、
页面显示区
页面显示区默认显示的是国泰君安为您提供的资讯信息。当在系统进行相应
的操作时,页面会在页面显示区打开。
五、
状态栏
状态栏显示了当前系统的状态,双击状态栏任意一处地方可查看用户信息。
绿灯表示系统联机,红灯表示系统处于断机状态。
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5、 系统锁定
系统无操作时间达到预定时间后,进入锁定状态。想解锁,可输入解锁密码,
解锁密码为用户设定的交易密码或证书密码。用户也可手动按F12键进行锁定。
6、 系统升级
如果系统需要升级,登录以后会弹出下载及升级窗口。缺省选择是,系统会
自动完成升级文件的更新,并且升级不影响当前操作。更新完成后系统需要重新
进入。如果选择否,则本次不作更新,系统不升级,可能影响系统的正常运行和
功能完整性。
用户也可进入系统菜单的“设置”,点击“系统升级”进行手动更新。如果
客户数次升级不成功,也可以直接从国泰君安网站上下载最新的
富易交易软件。
7、打印查询记录
在“当日查询”或“历史查询”里获得查询信息后,点击快捷工具栏上的“打
印”或点击系统菜单的“系统”——>“打印”功能。系统会弹出一个excel文
件的打印预览窗口,点击“打印”即可。
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8、基本交易
一、 证券买卖
输入证券代码后按回车键或者Tab键,富易会自动填入您的股东代码、证券
名称和当前的买入卖出价格。买入卖出价格也可直接输入。买入数量只能是100
的整数倍。
二、 资金股票查询
单击“当日查询”中的“股票资金”,可在一个窗口内同时查看资金和股票,
并可分别打印查询结果。
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在查询股票结果中选中某股票或封闭式基金,则在委托栏中显示“卖出”,
点击卖出即自动转到该股票或封闭式基金的卖出界面。
三、 当日委托查询撤单
单击“当日查询”中的“委托查询”,可查看当日委托查询结果,并进行撤单操作。
如果委托股票状态为已报,说明已经上报但并为成交,可以撤单。选中该股票,点击撤
单,在弹出的确认窗口点“确认”即可。
如果状态显示为“已成”,说明已经成交,不能再撤单了。
如果状态显示为“已撤”,说明撤单成功。
您可以不断点击刷新按钮查看撤单操作结果。
四、 当日成交查询
单击“当日查询”中的“成交查询”,可以查看您挂单和撤单的所有完成成果。包括撤
单的完成情况和成交的完成情况。
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五、 历史交易的查询
单击“历史查询”中的“历史成交”、“交割单”、“对账单”。开市时间内,只能查
询1个月内的历史记录。收市后可以查询任意时间段内操作。
六、 配号,中签查询:
单击“历史查询”中的“中签查询”和“配号查询”,可以查看您申购新股的配号和中
签情况。市时间内,只能查询1个月内信息。收市后可以查询任意时间段内操作。
七、 银证转帐界面:
选择保证金的转账方向、币种、转账银行后,输入转账金额和密码,点击转账确认即可。
银行转券商不需要输入资金密码,券商转银行需要输入资金密码,银行资金查询需要输入资
金密码和银行密码。
9、 开放式基金操作指南
“开放式基金”功能可以完成如下图所示的各项操作。
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一、 基金认购:
操作步骤:
1. 选择基金公司。
2. 选择基金代码。
3. 输入认购金额。
4. 单击认购按钮,根据弹出的提示框进行委托确认或取消操作。
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二、 基金申购:
操作步骤:
1. 选择基金公司。
2. 选择基金代码。
3. 输入申购金额。
4. 单击申购按钮,根据弹出的提示框进行委托确认或取消操作。
三、 基金赎回:
操作步骤:
1. 选择基金公司。
2. 选择基金代码。
3. 输入赎回份额。
4. 选择遇到巨额赎回情况时相应的操作。
5. 单击赎回按钮,根据弹出的提示框进行委托确认或取消委托。
四、 场内认购/申购:
用于通过证券交易所的交易系统,办理基金份额的认购/申购,如LOF。
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五、 基金转换:
同于同一家基金公司产品之间的转换。
六、 分红方式:
用于设置基金分红类型。
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七、 查询基金净值:
在左侧菜单中选择“基金份额”,查询结果如下图所示。
提示:
您可以在图中选中某只基金,单击相应的操作按钮(例如:认购),直接进入相应的
操作页面。
八、 查询基金份额:
在左侧菜单中选择“基金份额”,查询结果如下图所示。
提示:
您可以选中某只持有的基金,然后单击赎回按钮,直接进入基金赎回操作页面。
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九、 查询基金当日委托:
单击左侧菜单中的“当日委托”,可查询到当日基金委托操作。
提示:
您可在图中选中某只基金,然后单击“撤单”按钮,直接进入撤单的操作页面。
十、 历史委托查询:
输入“开始日期”和“结束日期”,单击“查询”按钮,历史委托的查询结果如下图所示:
提示:
开市时间内,只能查询1个月内信息,收市后 可以查询任意时间段内操作。单击表的列标
题,可以排序显示相应列的数据。
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十一、 历史确认查询:
提示:
开市时间内,只能查询1个月内信息,收市后 可以查询任意时间段内操作。单击表的列标
题,可以排序显示相应列的数据。
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十二、 客户资料:
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十三、 网上开户:
该功能用于协助客户直接在网上开通基金帐号。客户需要选择基金公司,并正确填写联系地
址、邮政编码、固定电话、手机号码、电子邮箱地址等详细信息。在点击“我理解并接受上
述协议条款”在左侧打上√后,客户才能使用申请功能。
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