Click on the ‘New trade’ button in the navigation menu.

To book a Spot transaction, select ‘Spot’ from the top tab.

Choose the currency you want to sell and buy using the currency dropdown menu. Enter your amount in the field next to it.

You’ll need to wait for a few seconds for the system to estimate the rate of the trade.

Once you’ve chosen your "Reason for trade" and selected a value date, click "Continue".

You’ll arrive at the Beneficiary page. From here, you can select one or more beneficiaries to make a payment to (optional). You can either select an existing beneficiary or add a new beneficiary.

Any funds which you have not been allocated to a payment will arrive in your balance on maturity date.

Once you’ve allocated all necessary payments, click "Continue" (or "Skip" if you have not added any payments).

Here, you can review your trade to make sure all information is correct before clicking on the final rate that’s given to you in real-time.

Once you click the ‘Get rate’ button, you have a set time limit to accept the transaction at the specified rate.

If you miss the time window, your information will be retained and you can simply press the "Get rate" button again.

Once you’ve accepted the trade, you’ll be directed onto a confirmation page.

If you have any problems booking your trade, please contact operationsteam@ebury.com.


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