Trading 101

View our easy-to-follow user-guides on setting up your trading platform, accessing account management features and tips to trade more effectively.

Requirements to trade CFD/FX

You are required to meet the Client Knowledge Assessment (CKA) to verify that you have the relevant knowledge or experience to trade in unlisted SIP products like CFD and FX. Please refer to the table below to learn how you can meet the criteria.

Education Have diploma or higher qualifications in finance or business related disciplines	OR	Successfully complete ABS E-Learning Quiz (For FX & CFD)
Qualification Finance-related professional qualification	OR
Professional Experience 3 consecutive years of working experience in accountancy, actuarial science, treasury, or financial risk management activities	OR
Trading Experience At least 6 transactions in CFD/FX in the preceding 3 years	OR

Still unsure if you meet the criteria? Click here to learn more about CKA.

Requirements to trade Futures & Options

You are required to meet the Customer Account Review (CAR) to verify that you have the relevant knowledge or experience to trade in listed SIP products like Futures & Options. Please refer to the table below to learn how you can meet the criteria.

Education

Have diploma or higher qualifications in finance or business related disciplines

OR

Successfully complete
SGX Online Education on Specified Investment Products

(For Futures & Options)

Qualification

Finance-related professional qualification

OR

Professional Experience

3 consecutive years of working experience in accountancy, actuarial science, treasury, or financial risk management activities

OR

Trading Experience

At least 6 transactions in Futures and Options (Exchange Listed) products in the preceding 3 years

OR

Still unsure if you meet the criteria? Click here to learn more about CAR.

Setting Up Your Phillip MT5 Account?

Logging in to Your Phillip MT5 account on desktop/mobile

MT5 Desktop

MT5 Mobile

Binding your Phillip MT5 Account

Apple/iOS

Android

Phillip MT5 platform walkthroughs

Installing and Launching TC Market Buzz™ on Phillip MetaTrader 5

Download Trading Central Plugin

Navigating TC Market Buzz™ on Phillip MetaTrader 5

Monitoring Your Portfolio with TC Market Buzz™ on Phillip MetaTrader 5

How to Read Margins on Phillip MetaTrader 5 (Desktop)

Phillip MT5 – Setting Up Your Demo Account (Part 1)

Phillip MetaTrader 5 – Introduction To MT5 Platform (Part 2)

Phillip MetaTrader 5 – Opening and Closing Trades (Part 3)

Phillip MetaTrader 5 – Using Analytical Tools and Indicators in MT5 (Part 4)

Phillip MetaTrader 5 – Starting Your 1st Expert Advisor (EA) (Part 5)

Request a Demo Account

Open an Account

To open a live CFD/FX/Futures trading account online, click here.

To Request For A User-Guide/For Enquiries

Need a user-guide that is not here yet? Simply send us an email via futures@phillip.com.sg to make a request.

For any other query, you may contact our Client Service Desk at (65) 6538 0500 or email futures@phillip.com.sg.