تقف خدمة الساحل للوساطة في طليعة مزودي خدمة التداول عبر الإنترنت، حيث تقدم منصة تداول رائدة تم تصميمها لتلبية الاحتياجات المتنوعة للمتداولين المعاصرين في الأسواق الأمريكية. ينعكس التزامنا بالتميز في المجموعة الواسعة من الميزات والوظائف التي نقدمها، مما يجعل دخولك إلى الأسواق المالية رحلة سلسة ومستنيرة.

https://www.clientam.com/en/index.php?f=16044&ns=T&conf=am&wbid=COAST24

https://www.clientam.com/en/index.php?f=16040&ns=T&conf=am&wbid=COAST24

https://www.interactivebrokers.co.uk/sso/Login?partnerID=COAST24

Coast Brokerage

also offers our clients the ability to trade the Global Markets online along with multiple order management facilities, carry out portfolio evaluations and numerous other value-added features and functions.

اسئلة متكررة

أتعاب وعمولات

فتح حساب بمنصة التداول الإلكترونية

KEEP TRACK OF YOUR PORTFOLIO

View P&L, cash and stocks positions in real time. Anytime. Anywhere.

REAL-TIME MARKET DATA

Access market data from exchanges in real-time which includes indices, stocks

FAST EXECUTION

Trading online, a fraction of a second can mean the difference between a profit and a loss. Our Coast Brokerage trading system and Brokerage team bring you the highest level of expertise and as a Coast Brokerage client, your self-directed orders will receive the best possible trade execution.

ACCOUNT PROTECTION

Coast Brokerage uses state-of-the-art security measures when handling your information. Your personal information is entirely encrypted and securely kept.

CLIENT RELATIONS

At Coast Brokerage, our clients satisfaction is paramount. You will receive the finest level of client services from our personnel who are dedicated to servicing your needs and requests.

TECHNICAL SUPPORT

Our expert Technical Support team are keen and committed to resolving all technical issues you may encounter quickly and efficiently.

 
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QUICK GUIDE

Logging In

  1. Download the App
  • Search for “Coast BKRG” in your app store (Google Play Store for Android or Apple App Store for iOS).
  • Download and install the app. Make sure the app is from the official source to avoid security risks.

 

  1. Open the App
  • Tap the app icon on your home screen or app drawer to open it.

 

  1. Enter Your Username and Password
  • Type in your Coast Brokerage account credentials.
  • If you don’t have an account, visit Coast Investment & Development Co. offices to fill the documents required to open an account

 

  1. Enable “Remember Username”
  • Toggle this option on the login page for convenience during future logins.

 

  1. Authenticate Using CB Key
  • If two-factor authentication (2FA) is enabled, use the CB Key app to approve the login.
  • Open CB Key on your phone and enter the challenge code provided by the Coast BRKG Mobile app to authenticate securely.

 

  1. Choose Trading Mode
  • After login, select between Live Trading (for actual trades) or Paper Trading (a simulation mode).
  • If unsure, start with Paper Trading to familiarize yourself with the app.

 

  1. Troubleshooting Login Issues
  • Ensure you’re entering the correct username/password.
  • Reset your password via the “Forgot Password” link if needed.
  • Contact Coast Brokerage/US Broker Support if you’re locked out or experience other issues.
  1. Access the Portfolio
  • Tap the Portfolio tab in the bottom navigation bar to open your account summary.

 

  1. View Holdings
  • Review a list of securities (stocks, ETFs, bonds, etc.) you currently own.
  • Check important details like ticker symbol, quantity, average cost, and market value.

 

  1. Analyze Performance

Tap any position to see:

  • Unrealized P&L (profit or loss from price changes).
  • Realized P&L (profits/losses from closed trades).
  • Historical performance charts of the security.

 

  1. Sort and Filter
  • Organize your holdings by categories like sector, asset class, or performance metrics.

 

  1. Export Portfolio Details
  • Use the Export feature to save your portfolio data in a format like Excel or PDF for external analysis.

 

  1. View Allocations
  • Check asset allocation pie charts to see how your holdings are distributed (e.g., by region, industry, or risk level).

 

  1. Track Dividends and Interest
  • Monitor dividend payouts and interest earned in your portfolio.

 

  1. Add Notes to Positions
  • Use the notes feature to record specific insights or strategies related to each holding.

1. Create a Watchlist

• Tap Watchlist → Add Symbol to start adding securities you want to monitor.


2. Search for Symbols

• Use the search bar to find stocks, ETFs, Forex pairs, or options.

• Add symbols by typing the company name, ticker symbol, or ISIN code.


3. Customize Your Watchlist

• Rearrange symbols by dragging and dropping them in your desired order.

• Delete symbols you no longer want to track.

• Rename watchlists based on themes, like “Tech Stocks” or “Dividend Picks.”


4. View Real-Time Data

• Enable live market data for real-time price updates (requires subscription for some exchanges).


5. Create Multiple Watchlists

• Use different watchlists to track diverse portfolios, industries, or markets.


6. Set Alerts for Watchlist Symbols

• Add alerts for specific price levels or percentage changes directly from the watchlist.


7. Export Watchlists

• Save your watchlist to share or import into other financial tools.


8. Pin Favorite Symbols

• Highlight frequently accessed symbols to keep them at the top of the list.

  1. Select a Symbol
  • Navigate to your Portfolio or Watchlist.
  • Tap the desired security to open its details.

 

  1. Open the Order Ticket
  • Tap Buy or Sell to access the trading interface.

 

  1. Enter Order Details
  • Quantity: Specify how many shares, contracts, or lots you want to trade.
  • Order Type: Choose from Market, Limit, Stop, Stop-Limit, or other advanced types.
  • Price: If placing a limit order, set the desired buy or sell price.

 

  1. Adjust Time-In-Force (TIF)
  • Select the duration for your order:
  • Day: Expires at the end of the trading session.
  • GTC: Good Till Canceled (remains active until executed or manually canceled).
  • IOC: Immediate or Cancel (executes as much as possible immediately & cancel the rest).

 

  1. Review Estimated Costs
  • Check the estimated fees, commissions, and margin impact before submitting the order.

 

  1. Submit the Order
  • Slide or tap the Confirm button to place your order.
  • Monitor the order’s status in the Transactions tab.

 

  1. Modify or Cancel Pending Orders
  • Access the Orders section to adjust or cancel orders that haven’t been executed.
  1. Bracket Orders
  • Create orders with built-in stop-loss and take-profit levels for automatic risk management.

 

  1. Trailing Stops
  • Set a trailing stop that moves with the market price to lock in profits while limiting losses.

 

  1. Conditional Orders
  • Use triggers like price thresholds, volume levels, or time-based conditions to execute orders.
  1. Algo Orders
  • Utilize algorithmic trading options, such as VWAP (Volume Weighted Average Price) or Accumulate/Distribute strategies.

 

  1. OCO (One Cancels the Other)
  • Place two linked orders, where the execution of one cancels the other.

 

  1. Attach Orders
  • Attach multiple conditional orders (e.g., a buy order with a trailing stop-loss and take-profit).
  1. Access Market News
  • Tap More → News to stay updated on financial headlines and breaking news.
  • Filter news based on regions, sectors, or asset classes.

  1. Use Stock Screener
  • Set filters like price, P/E ratio, dividend yield, and market cap to identify potential opportunities.
  • Save your screener for future use.

 

  1. Analyze Fundamentals
  • Access in-depth financial metrics, such as revenue growth, earnings history, and balance sheets.

 

  1. Check Analyst Ratings
  • Review buy, hold, or sell recommendations from top analysts for stocks of interest.

 

  1. Follow Economic Calendars
  • Keep track of key events like earnings reports, central bank meetings, and macroeconomic data releases.
  1. Open the Chart Interface
  • Tap a symbol → Charts to see price trends over time.

 

  1. Switch Timeframes
  • Choose intervals like 1 minute, 5 minutes, 1 day, or 1 year to analyze price movements.

 

  1. Add Technical Indicators
  • Customize charts with tools like Moving Averages, RSI, MACD, or Bollinger Bands.

 

  1. Draw Trendlines and Annotations
  • Use the drawing tools to highlight support and resistance levels or mark significant events.

 

  1. Compare Multiple Securities
  • Overlay additional tickers to see relative performance in one chart.

 

  1. Save Chart Configurations
  • Save customized layouts for quicker access later.
  1. Deposit Funds
  • Tap More → Deposit Funds and select a deposit method (e.g., wire transfer, ACH, or check).
  • Follow the on-screen instructions to complete the deposit.

 

  1. Currency Conversion
  • Convert funds to the required trading currency using the Forex section.

 

  1. Withdraw Funds
  • Access More → Withdraw Funds to move money out of your US Broker account.

 

  1. Check Funding History
  • Review past deposits, withdrawals, and currency conversions under Transactions.

 

  1. Set Up Auto Transfers
  • Automate recurring deposits or withdrawals by scheduling them in advance.
  1. Create Price Alerts
  • Navigate to More → Alerts → Add Alert.
  • Set price triggers to notify you of significant movements.

 

  1. Volume and Technical Alerts
  • Set alerts for specific volume thresholds or technical indicators, such as RSI crosses.

 

  1. Manage Alert Settings
  • Customize how alerts are delivered: push notifications, email, or SMS.

 

  1. Monitor Active Alerts
  • View or edit active alerts from the Alerts tab.
  1. Access Options Chains
  • Tap a stock symbol → Options Chain to view available contracts.

 

  1. Filter Options
  • Narrow down contracts by expiration date, strike price, or type (call/put).

 

  1. Build Strategies
  • Use the Strategy Builder to create spreads, straddles, or custom strategies.

 

  1. Place Orders
  • Select the contract, input the quantity, and define the order type before submitting.

 

  1. Analyze Greeks
  • Review Delta, Gamma, Theta, and Vega to assess risk and profitability.
  1. Understand Margin Accounts
  • Margin accounts allow you to borrow funds to increase your buying power.
  • Know your initial margin (the percentage of the trade value you must deposit) and maintenance margin (the minimum equity required to keep your position open).

 

  1. Check Margin Availability
  • Tap More → Margin to view your available margin balance and buy power.



  1. Enable Margin Trading
  • Request margin privileges by contacting US Broker support or by submitting a margin agreement through the app.

 

  1. Monitor Margin Requirements
  • Track margin requirements for each trade by reviewing the details in the order ticket.

 

  1. Use Leverage Cautiously
  • Leverage amplifies both profits and losses; use cautiously and understand the risks involved.
  • Always monitor your margin balance to avoid margin calls (when your equity falls below the required margin).

 

  1. Margin Call and Liquidation
  • If your account equity drops below the maintenance margin, you’ll receive a margin call.
  • US Broker may automatically liquidate positions to bring your account back into compliance.
  1. View Trade History
  • Tap More → Transactions to see all completed trades, including buys, sells, and transfers.
  • Filter by date, symbol, or transaction type for easier navigation.

 

  1. Download Statements
  • Download monthly or quarterly statements from the Reports section to track your activity and performance.

 

  1. Review Order Execution Details
  • View execution prices, timestamps, and fees for each trade to assess the efficiency of your orders.

 

  1. Export Data
  • Export your transaction history into Excel or CSV format for further analysis or tax reporting.

 

  1. Generate Reports
  • Access detailed reports on P&L, realized/unrealized gains, and transaction costs under More → Reports.
  1. Monitor Upcoming Dividends
  • View upcoming dividends under the Portfolio → Dividends section.
  • Set reminders for dividend dates.

 

  1. Participate in Corporate Actions
  • Respond to corporate actions like mergers, stock splits, and rights offerings in the Corporate Actions section.

 

  1. Track Dividend Payments
  • Track dividend income and past payments in your Transaction History and Reports.

 

  1. Review Impact of Corporate Actions
  • Analyze the impact of corporate actions on your portfolio’s value and structure.

 

  1. Reinvest Dividends
  • Enable Dividend Reinvestment Plans (DRIPs) if you want dividends to be automatically reinvested into the same stock or fund.
  1. Customize App Appearance
  • Access the Settings → Display section to adjust the app’s theme, font size, and color scheme.

 

  1. Set Up Security Features
  • Enable features like PIN, Touch ID, or Face ID to secure access to your account.

 

  1. Set Default Order Preferences
  • Configure your default order settings, such as order type (market, limit, etc.) and quantity.

 

  1. Set Alerts and Notifications
  • Choose when to be alerted for specific price changes, news, or account activities.

 

  1. Change Language Preferences
  • Adjust the app’s language by going to Settings → Language and selecting your preferred language.
  1. Enable Push Notifications
  • Turn on alerts for trade executions, price movements, or account updates by navigating to Settings → Notifications.

 

  1. Customize Notification Preferences
  • Choose the types of notifications you’d like to receive (SMS, push, or email) for trade activity and account status updates.

 

  1. Mute or Disable Notifications
  • Temporarily disable notifications if you want to reduce distractions or when you’re focusing on other tasks.

 

  1. Track Notifications History
  • View a history of your notifications and alerts in the Alerts tab for quick access.
  1. Open Market Scanners
  • Navigate to More → Market Scanners to access built-in or custom scanners.

 

  1. Create Custom Scanners
  • Define criteria such as volume, price, P/E ratio, or volatility to filter stocks or other instruments.

 

  1. Save and Access Scanners
  • Save your custom scanners for quick future access to streamline your screening process.

 

  1. Use Preset Scanners
  • Use Coast Brokerage predefined scanners, such as the Top Gainers, Volume Leaders, and Price Movements scanners.

 

  1. Monitor Scanners in Real-Time
  • Keep the scanners open to monitor real-time market movements based on your customized filters.
  1. Change Personal Information
  • Tap More → Account Settings to update personal details such as your address, phone number, or email address.
  • Ensure your information is up-to-date for security and communication purposes.

 

  1. Adjust Risk Tolerance
  • Review your risk tolerance settings under Account Settings → Risk Profile.
  • Adjust your settings to reflect your desired level of risk (e.g., conservative, balanced, aggressive).

 

  1. Link Additional Bank Accounts
  • Add new funding sources like checking or savings accounts by navigating to More → Funding → Link Bank Account.
  • Follow the on-screen instructions to verify and link your bank accounts.

 

  1. Review and Change Password
  • Update your password regularly by going to More → Account Settings → Change Password.
  • Ensure you use a strong password for security purposes.

 

  1. Enable Two-Factor Authentication (2FA)
  • Strengthen your account security by enabling CB Key or another 2FA option.
  • Use the 2FA method for added protection when logging in.
  1. Set Stop Loss and Take Profit Orders
  • Use Stop Loss and Take Profit orders to define exit points and manage your risk automatically.
  • Set specific price levels where your position will be automatically closed.

 

  1. Use Trailing Stops
  • Enable trailing stops to lock in profits as the market moves in your favor.
  • The trailing stop will follow the price at a set distance or percentage from the highest market price.

 

  1. Use Bracket Orders for Safety
  • Set up Bracket Orders, which include a Limit Order (Take Profit) and a Stop Loss (Stop Order), ensuring that you minimize potential losses and secure profits.

 

  1. Monitor Margin and Leverage
  • Keep an eye on your margin levels and leverage ratio to ensure you’re not overexposed.
  • Adjust positions if necessary to maintain a safe balance and avoid margin calls.

 

  1. Review Risk Alerts
  • Set up alerts for risk thresholds, such as margin levels or P&L losses.
  • Ensure you’re notified when a risk level is breached.
  1. Access Futures Market
  • Tap More → Futures to access futures contracts for commodities, indices, and more.

 

  1. Select a Futures Contract
  • Browse available contracts based on the underlying asset.
  • Review key contract details, such as expiration, tick size, and margin requirements.

 

  1. Place a Futures Order
  • Choose the contract and decide whether to place a Market or Limit order.
  • Specify the quantity and the expiration date if applicable.

 

  1. Monitor Futures Positions
  • Track your active futures positions in the Portfolio section and view P&L in real-time.

 

  1. Set Futures Alerts
  • Set alerts for significant price movements or margin levels in your futures contracts.
  1. Search and Select an ETF
  • Go to Market → ETFs to browse or search for a specific ETF by name, sector, or symbol.

 

  1. Analyze ETF Holdings
  • Tap an ETF to see its detailed holdings and sector allocations.
  • Review the fund’s performance and expenses.

 

  1. Place an Order for ETFs
  • Choose Buy or Sell and enter your desired quantity and price.
  • Specify your order type (market or limit) based on your strategy.

 

  1. Track ETF Performance
  • Use the Charts and Portfolio sections to track ETF performance in real-time.

 

  1. Review ETF Dividends
  • Monitor dividends and reinvestment options for ETFs in your portfolio under the Dividends section.
  1. Create Price Alerts
  • Tap More → Alerts → Add Alert to set price triggers.
  • Receive notifications when the price of a security reaches a specific level.

 

  1. Configure Technical Alerts
  • Set alerts based on technical indicators like RSI or MACD crossing certain thresholds.

 

  1. Set Account Activity Alerts
  • Receive notifications for transactions, margin calls, and account balance changes.

 

  1. Enable Email and SMS Alerts
  • Opt to receive alerts via push notifications, email, or SMS for greater flexibility.

 

  1. Review and Modify Active Alerts
  • Modify or delete alerts by accessing the Alerts tab.
  1. Check Asset Allocation Overview
  • Go to Portfolio → Allocation to view how your investments are distributed across asset classes.

 

  1. Set Custom Allocations
  • Define target allocations (e.g., 60% equities, 30% bonds) to match your investment goals and risk profile.

 

  1. Rebalance Portfolio
  • Regularly review and rebalance your portfolio to maintain your desired allocation mix.

 

  1. Monitor Performance by Asset Class
  • Review the performance of each asset class in the Performance section of your portfolio.
  1. Set Up Automatic Deposits
  • Navigate to More → Funding → Recurring Transfers to set up regular deposits from your bank account.

 

  1. Invest Automatically in ETFs or Stocks
  • Set recurring investments into specific ETFs or stocks based on your financial goals.

 

  1. Choose Investment Frequency
  • Select the frequency of your investments: weekly, bi-weekly, monthly, etc.

 

  1. Review and Adjust Recurring Investments
  • Check the Recurring Transfers tab for your scheduled investments and modify them as needed.
  1. Enable Two-Factor Authentication (2FA)
  • Go to Account Settings → Security and enable CB Key or an alternative 2FA method.

 

  1. Set PIN or Biometrics
  • Use PIN or biometric (fingerprint or Face ID) authentication to increase security.

 

  1. Monitor Account Activity
  • Review recent login and transaction history to detect unauthorized activities.

 

  1. Change Password Regularly
  • Update your password every few months and ensure it’s a strong, unique password.
  1. View Commission Structure
  • Check the Commission section in the Help menu to understand the fee structure for different asset classes.

 

  1. Calculate Transaction Costs
  • Review cost estimates when placing orders to understand potential commissions, fees, and other charges.

 

  1. Review Overnight and Margin Fees
  • Look at Margin Fees for any overnight financing costs or interest charges on margin positions.

 

  1. Check Regulatory Fees
  • Review any additional regulatory or transaction fees that might be applicable to your trades, especially for options or futures trading.
  • These fees are typically listed in the order details or in the Help → Fee Schedule section.

 

  1. Review Your Monthly Statements
  • Track all costs by reviewing your monthly or quarterly statements, which break down all fees, commissions, and charges.
  • Download your statements from Reports → Monthly Statements.
  1. Market Orders
  • A market order will execute at the best available price in the market.
  • Select Market when placing an order to buy or sell immediately at the current market price.

 

  1. Limit Orders
  • Use a limit order when you want to set a specific price for buying or selling.
  • Enter your desired price and quantity, and the order will only be executed if the market meets your price.

 

  1. Stop Orders
  • Set a stop order to automatically buy or sell when a price level is reached, helping limit losses or lock in profits.
  • Choose between Stop-Loss (for selling) or Stop-Buy (for buying) orders.

 

  1. Trailing Stop Orders
  • Trailing stops automatically adjust to the market price as it moves in your favor.
  • Set a trailing stop at a fixed dollar amount or percentage below (or above, for buys) the highest price reached.

 

  1. Bracket Orders
  • A bracket order allows you to set both a Stop Loss and Take Profit order to manage risk and secure profits.
  • This is an excellent tool for traders who want to automate their entry and exit strategy.
  1. Check Margin Balance
  • View your available margin and buying power under Account → Margin.
  • Always ensure you have sufficient margin to support your positions and avoid margin calls.

 

  1. Initiate Margin Trades
  • Use margin to trade larger positions with borrowed funds.
  • Select the Margin option when placing an order and ensure you’re aware of your risk.

 

  1. Monitor Margin Calls
  • Regularly monitor your margin status to avoid margin calls.
  • If your margin balance falls below required levels, you may be forced to liquidate positions to meet requirements.

 

  1. Close Margin Positions
  • If you want to close a margin trade, simply place an order to exit the position as you would with any other trade.
  • Ensure that your margin is freed up before placing new trades.

 

  1. Understand Margin Interest Rates
  • Review margin interest rates in the More → Account Settings section to understand the cost of borrowing on margin.
  1. Access Charting Tools
  • Tap on Charts → New Chart to open advanced charting tools.
  • Choose from a variety of chart types, such as candlestick, line, or bar charts.

 

  1. Add Technical Indicators
  • Select from a wide range of technical indicators (e.g., Moving Averages, RSI, MACD) to help with your analysis.
  • Tap Add Indicators to apply the ones most relevant to your strategy.

 

  1. Customize Timeframes
  • Adjust the time frame for your charts to suit your trading style (e.g., 1-minute, 5-minute, daily, weekly).

 

  1. Draw Trendlines and Patterns
  • Use the drawing tools to mark key levels of support and resistance, trendlines, and other patterns.
  • This helps you visualize entry and exit points.

 

  1. Save and Share Chart Layouts
  • Save your customized chart layouts for future use.
  • Share your charts with others by exporting them as images or linking your analysis.
  1. Access Support Center
  • Tap More → Help → Contact Coast Brokerage / US Broker to access support center for troubleshooting or inquiries.

 

  1. Live Chat and Phone Support
  • Use US Broker live chat or dial the support hotline for immediate assistance.
  • Support is available 24/7 to help with account issues or trading problems.

 

  1. Submit a Ticket
  • If your query requires a detailed investigation, submit a support ticket through the Help section.
  • Provide detailed information about your issue to ensure quick resolution.

 

  1. Access Help Articles
  • Browse a comprehensive library of help articles for solutions to common problems or questions.
  • Topics cover account setup, trading features, fees, and more.

 

  1. Submit Feedback
  • Use the Feedback section to provide suggestions or comments on the mobile app’s functionality and user experience.