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Barclays Online banking. How to use
Smart Investor for complex dealing.

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The value of investments could fall as well as rise,
and you could get back less than you invest.

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If you're unsure about investing,
seek advice.

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We offer execution only
investment services.

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We don't give you advice about your

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investment decisions or make
personal recommendations.

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To start complex dealing with
Barclays Smart Investor,

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select the 'Investments' tab at the top

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of the screen if you're
not already in it.

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To buy shares, select the
blue 'Invest' button

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next to the account
you'd like to deal in.

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From the 'Find investments' page

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select the asset type and then search
for the company you'd like to invest in.

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Then select the blue 'Buy' button next

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to the company you'd like to invest in.

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Limit Order.

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From here, ensure you're on the 'Buy' tab and
choose the correct account to buy into.

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You'll also see an indicative price
for your chosen investment.

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If you'd prefer to deal in a different stock,
you can select the 'Find investments' option.

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Next, select the order type, for example,
a 'Limit order'.

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With a Limit order, you'll be asked to add
a limit price and an expiry date.

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You can also choose to be notified when

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your order status changes and/or
to publicly display order details.

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Click on the question mark icons
to learn more.

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Then choose whether you'd like to invest a set amount or
to buy a specific quantity of shares.

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Click on 'Review' to check
your order details.

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At this stage, you may be asked to confirm

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a knowledge check if you were
investing into a new type of asset.

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You may also be asked to confirm you've read
the relevant information relating to your chosen investment.

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On the 'Review' page,
review the details of your order,

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and if you're happy to proceed,
click on 'Confirm'.

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You'll then see this confirmation screen.

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To view your pending orders,
select 'View portfolio'.

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From here, select the 'Orders' tab.

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To view your pending orders,

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select the 'Pending' tab
in the middle of the screen.

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You can expand the pending order details

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by clicking on the arrow
next to the investment name.

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If your Limit order completes,

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your deal will settle within
the settlement period for that asset type

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and a contract note will be available
confirming the deal details.

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You can then find your order details

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 in the 'History' section and your

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contract note can be located
within 'My Barclays Documents'.

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Stop Order.

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Now let's look at a 'Stop Order'.

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Select the 'Investments' tab at
the top of the screen.

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Select 'Manage account' and then select the 'Investments' tab
in the middle of the page to show your existing holdings.

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Select the investment you'd like to sell

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by clicking 'Sell' next to it.

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To sell shares, make sure the 'Sell' tab is

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selected and choose the account
you'd like to sell from.

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You'll also see an indicative price

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for your chosen investment.

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If you'd prefer to sell
a different holding at this stage,

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you can select
the 'My investments' option.

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Select your order type, for example,
a 'Stop Order'.

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With a Stop Order you'll be prompted to enter a stop price,
an optional limit price and an expiry date.

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You can also choose to be notified when

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your order status changes.

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Enter the quantity of shares you'd like to sell
or you can select to 'Sell full investment'.

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Then click 'Review' to
check the order details.

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Review your order details
and if you're happy to continue, click on 'Confirm'.

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You'll then see this confirmation screen.

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Remember, select 'View portfolio'
to view your pending orders.

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You can also use the options at the top

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of the screen to navigate
back to your accounts.

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Trailing Stop Order.

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Now let's look at a 'Trailing Stop Order'
buying shares as an example.

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Start by clicking on 'Find investments'.

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To buy shares, for example, search
for the company within the 'Shares' tab.

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Next, select the blue 'Buy' button next

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to the company you'd like
to invest in.

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From here, make sure
you're on the 'Buy' tab

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and that you've chosen
the correct account to buy into.

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You'll also see seeing indicative
price for your chosen investment.

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If you'd prefer to deal in a different stock
at this stage, you can select

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the 'Find investments' option.

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Select your order type,

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for example, a 'Trailing Stop Order'.

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With a Trailing Stop Order

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you'll be asked to enter a minimum
and maximum value and an expiry date.

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You can also choose to be notified when

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your order status changes.

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Enter the amount you'd like to invest

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and note the option to
include fees within this amount.

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Click on 'Review' to
check your order details.

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At this stage, you may be asked to confirm

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a knowledge check if you're
investing into a new type of asset.

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You may also be asked to confirm you've
read the relevant information relating

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to your chosen investment.

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Review your order details,

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and if you're happy to proceed,
click on 'Confirm'.

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You'll then see this confirmation screen.

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Remember, to view your pending orders,
select 'View portfolio'.

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You can also use the options at the top

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of the screen to navigate back
to your accounts.

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From here, select the 'Orders' tab.

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To view your pending orders,

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select the 'Pending' tab
in the middle of the screen.

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If your orders complete, the details can
then be found in the 'History' section.

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And there you go.
Complex dealing made simple with Smart Investor.

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Remember to look at our other videos

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to help you make the most
of your Smart Investor account.