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How to use Smart Investor for complex dealing

3 minute view

Once your account is open and you’re comfortable with how it works, you may be ready to look at more complex order types. Here’s how to get started.

Barclays Online banking.

How to use Smart Investor for complex dealing.

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

If you're unsure about investing, seek advice.

We offer execution only investment services.

We don't give you advice about your investment decisions or make personal recommendations.

To start complex dealing with Barclays Smart Investor, select the 'Investments' tab at the top of the screen if you're not already in it.

To buy shares, select the blue 'Invest' button next to the account you'd like to deal in.

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

Then select the blue 'Buy' button next to the company you'd like to invest in.

Limit Order.

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

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

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

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

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

You can also choose to be notified when your order status changes and/or to publicly display order details.

Click on the question mark icons to learn more.

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

Click on 'Review' to check your order details.

At this stage, you may be asked to confirm a knowledge check if you were investing into a new type of asset.

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

On the 'Review' page, review the details of your order, and if you're happy to proceed, click on 'Confirm'.

You'll then see this confirmation screen.

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

From here, select the 'Orders' tab.

To view your pending orders, select the 'Pending' tab in the middle of the screen.

You can expand the pending order details by clicking on the arrow next to the investment name.

If your Limit order completes, your deal will settle within the settlement period for that asset type and a contract note will be available confirming the deal details.

You can then find your order details in the 'History' section and your contract note can be located within 'My Barclays Documents'.

Stop Order.

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

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

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

Select the investment you'd like to sell by clicking 'Sell' next to it.

To sell shares, make sure the 'Sell' tab is selected and choose the account you'd like to sell from.

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

If you'd prefer to sell a different holding at this stage, you can select the 'My investments' option.

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

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

You can also choose to be notified when your order status changes.

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

Then click 'Review' to check the order details.

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

You'll then see this confirmation screen.

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

You can also use the options at the top of the screen to navigate back to your accounts.

Trailing Stop Order.

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

Start by clicking on 'Find investments'.

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

Next, select the blue 'Buy' button next to the company you'd like to invest in.

From here, make sure you're on the 'Buy' tab and that you've chosen the correct account to buy into.

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

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

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

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

You can also choose to be notified when your order status changes.

Enter the amount you'd like to invest and note the option to include fees within this amount.

Click on 'Review' to check your order details.

At this stage, you may be asked to confirm a knowledge check if you're investing into a new type of asset.

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

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

You'll then see this confirmation screen.

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

You can also use the options at the top of the screen to navigate back to your accounts.

From here, select the 'Orders' tab.

To view your pending orders, select the 'Pending' tab in the middle of the screen.

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

And there you go.

Complex dealing made simple with Smart Investor.

Remember to look at our other videos to help you make the most of your Smart Investor account.

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