Trading access with the browser version (Client Portal) without installation.
With the Client Portal trading site, you can manage your securities account without having to install any software. The browser version is optimised for computers, tablets and mobile phones. You can also display the trading page in a light and dark design.
| column01 | column02 | column03 | column04 | column05 | column06 | column07 | column08 | column09 | column10 | column11 | column12 | column13 | column14 | column15 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Browser/Operating system | Windows | Mac | Linux | |||||||||||
| Chrome | 37.0 or higher | 37.0 | 37.0 | |||||||||||
| Firefox | 32.0 or higher | 32.0 | 32.0 | |||||||||||
| Edge | 11.0 | x | x | |||||||||||
| Safari | x | 7.1 | x |
Note: For even more options, such as special studies like Bollinger Bands, market analysis according to preferences or customising the view according to your needs, we recommend installing the trading software on your computer.
For example, you can use the impact portfolio evaluation to determine what is important to you and exclude or support certain criteria or techniques.
A few selection criteria:
Where can I find the custody account statements?
You can find your custody account statements at the top of the navigation bar under ‘Performance & Reports’ ➜ ‘Account statements’.
There you can view your activities under the ready-made ‘Activity’ statement or save them as a PDF.
You can choose between:
Where can I set the real-time prices (market data)?
1. Click on the ‘login man‘ ➜ ‘Settings‘ at the top next to your name
2. Click on ‘Market data subscriptions’ under the heading ‘Trading platform’ on the right-hand side
Where can I extend my trading authorisations?
1. Click on the ‘login man‘ ➜ ‘Settings‘ at the top next to your name
2. Click on‘Trading authorisations in the middle of the page under the heading ‘Trading‘
Why can't I access my portfolio?
Once a year, you must confirm that your data is up to date. This takes place before your portfolio so that the data can be checked and therefore cannot be cancelled. As a rule, however, all query fields are already pre-assigned and can be customised by you if necessary.
Login does not work despite correct access data?
This is often due to saved login data in the browser. A virus programme or a ‘secure browser’ can also block the login. If necessary, try logging in with a different browser to rule this out.
We will be happy to answer your questions about opening a securities account and using the software.
You can reach our customer service from Monday to Friday 09:00 - 18:30 by calling the free hotline +49 30 789 59 750.
You can leave a message here and our service team will call you back the same day. Alternatively, you can also send us an e-mail to info@agora-direct.de.
