2 Contents Getting Started Download & Install Sun Java Login Change Password Trading Screen Add / Delete Scrip's Funds Transfer Buying Stock Allocation Selling Must Know Options Reports / Contracts
3 Open the Web page Of SSL Please Type
4 HOME PAGE OF SBICAP SECURITIES
5 If you do not have Sun Java on your computer, please click on the Downloads to download java
6 Click on Sun java to download Sun Java this will take some time depending on the bandwidth of your internet connection
7 Save Sun java to your P.C Please click on Free Java Download.
8 Click on Yes to Start the Download Process.
9 Installation of Sun Java In progress
10 Please click on Accept to proceed with Sun Java installation
11 Click on Next to proceed with the installation process
12 Please Remove the tick and Do not Download the Google Tool Bar and Click on Next to Proceed.
13 Please wait till the process is over
14 Please wait until this screen appears then click on FINISH to complete Sun Java Installation.
15 Please enter your Login Id ( Client Code), Login Password, and Trading password. Please select the Internet Trading option from the Product drop down menu Login screen
16 Click Here to Login.
17 You will be required to compulsorily Change the Login Password after first log-in You are allowed to change only the Login Password in this menu. Trade Password can be changed after you login, process explained in the next slide.
18 To change the Trading Password click on Change Password. To Change the Trading Password click on Change Password
19 Change of password You can choose to change either of the (User) login password or trade password or both at any time. Please select the appropriate option Enter the old and a new password and confirm the new password. Click on the Change Password button to confirm the changes
20 Once you log in to trading page, a default market watch will be displayed on the screen
21 How to create a new market watch Click on the NEW option above the market watch A small box pops up Enter the name of the new Market watch. Click on OK to save the Market watch To view / modify the new market watch click on the drop down button and select the market watch you have created. After you click on New this window opens up, Name the Market watch as per your Choice and Click on OK Click on New to create New Market Watch
22 How to ADD scrips in the existing Market Watch Right click on the market watch (inside the Grid) i.e on any of the scrip. Select the option Insert Security / Contract which will lead you to a small window. On the select Ticker screen, enter the name of the scrip which needs to be added and click on find code. Find Code option will fetch the list of scrips.
23 Adding of scrips Select the desired Exchange, scrip and click on OK,, the selected scrip be added in market watch The symbol will get added in the market watch Right click on the market watch and select the Save Settings option to save the changes. Note : If you are adding the scrip on NSE the Scrip Suffix is EQ ( DLFEQ ) and on BSE its just the scrip Name ( eg. DLF EQ on NSE and DLF on BSE).
24 How to delete scrips from market watch Select the scrip that you wish to delete and click the right mouse. Select the Delete Security / Contracts option The scrip will be deleted from the market watch Alternatively, you can also delete the scrip using the Delete button on keyboard after selecting the scrip name. Right click on the market watch and select the Save Settings option to save the changes.
25 Deleting a Market Watch To delete a market watch, select the market watch Click on the Delete button. Press Confirm to delete the market watch. Click on Delete button to delete the current market watch On confirmation, the market watch is deleted.
26 How to Transfer funds for SBBJ Click on Funds Transfer
27 Select the Bank
28 Select Bank and Enter Amount and click Submit.
29 Reconfirm the Transaction Amount and click Submit. This will lead you to the Bank s INB Login Page.
30 Enter the INB ID and Password to Transfer the Amount from Bank.
31 Confirm the Amount.
32 Final Confirmatio n.
33 Please Don t close Window from here After confirmation please wait till this window is displayed and then click on Close window.
34 Exposure screen To check the exposure available to you, click on the Exposure button. The screen shows the details of cash used and balance exposure available. A click on the client code, gives you the details of the exposure utilised.
35 Click on Funds Withdrawal to withdraw the funds from trading A/c to saving bank A/c. Please note that this facility is available between 10.00am to 5.00pm, provided clear funds are available.
36 Maximum Withdrawab le Funds. Select Bank Name & Enter the Amount that you wish to withdraw and click Submit.
37 To check the Transaction click on the View Report The Amount you have withdrawn is debited from the Withdrawable Funds.
38 Status - This indicates the success / failure of the withdrawl request. You can click on the Cancel button to cancel any Accepted transaction. Confirmation status. View Report will display the details of the transaction done.
39 How to place BUY order Select the scrip that you wish to buy. Press F1 or + key or right click on the security and select Buy from the list. Buy order form (a blue window) will be shown at the bottom of the screen Enter the correct exchange, quantity, price and type of trade (intra / delivery). Press Enter key to confirm the order Confirmation of the order will be reflected in the message box under the market watch
40 The DP Report shows the allocated stock and holding
41 This is the DP Page, State Bank Of Bikaner and Jaipur DP is the Default DP.
42 Click here to view the Holding and to allocate the stock for selling.
43 Please Enter the Client code and DP Password to view your DP holdings and allocation of shares.
44 Enter the Quantity of Shares that you wish to Sell in Block Qty Box and click on Submit.
45 This screen will appear on successful allocation of shares. This screen will appear on successful allocation of shares.
46 The block quantity is shown here
48 Once you click on the DP Report the allocated stocks if any will be shown here.
49 How to place SELL orders Select the scrip which you wish to sell. Press F2 or - key or right click on the security and select sell from the list. Sell order form (a red window) will appear at the bottom of the screen. Enter the correct exchange, quantity, price and type of trade (intraday / delivery). Press Enter key to confirm the order. Confirmation of order will be shown in the message box window under the market
50 Pending order, Trade book, Net Position,Activity Log and other screens can be seen by clicking on the respective buttons available in the MENU
51 Pending order Book The Pending Order book shows all the pending orders. Pending orders can be modified as well as cancelled Only rates and quantity can be modified from the Modify option. Once the order is executed, it will not be shown in the pending order book. Please note that the buy orders will be shown in blue background and sell orders will be shown in red background
52 Trade Book Trade Book shows the executed orders. Buy trades are shown in blue background and sell trades are shown in red background. Intraday trades can be converted to delivery trade and vice versa. To convert the trades, click on the exchange trade number; a trade modification window will pop up at the bottom of the screen, in which you can change the trade product type ie. Intraday trade to Delivery or vice- versa..
53 This report shows M2M, booked P/L of the trades done during the day. You can get a complete view of the net / open positions. To square off the open positions, click on the Square Off button against the relevant open position. An order window with pre-populated populated trade quantity will pop up at the bottom of the screen. Open position can be squared off at market or at a specified price. Net Position / Square off
54 Activity log Activity log will display the complete list of trading activity undertaken by you on a given day Shows all the details of orders placed, trades executed, as well as rejected orders and order modification. The reasons for any order being rejected are also shown. The report can be sorted on the basis of the exchange, scrip, trading a/c, order status etc.
55 Other screens available Exercise This allows you to exercise the Option contracts held by you. Exercise Book This screen will show the details of the Option contracts exercised by you. Obligation Clicking on this option, gives the details of those scrips purchased on T-1 T 1 (previous trading day) but which are not yet credited to your DP account. Span Details Clicking on this will show you the margin required for your F&O open positions.
56 Other screens available Initial Margin Clicking on this will show the initial margins required for transactions in any given contract in the F&O segment. Future Calculator / Option Calculator This option helps you calculate the value of F&O positions based on various parameters. Help This shows a brief demo about the product.
57 Client Reports You can see the ledger. You Can View your Portfolio. View / download digitally signed contract notes. Settlement calendar is available here. You can choose to access scrip-wise details / summary / log etc. for a certain selected trading period. Click on Client Report to see Ledger, Trade History, Portfolio, Contracts etc.
58 This is a Portfolio tracker Please put From & To Dates and select Portfolio ; then Select the Exchange and click Submit. The stock buy / sell transactions undertaken in your SSL account will be available in the Portfolio Tracker.
59 This is the Portfolio for the selected exchange and trading period
60 Trade History You can see the details of the trades done for a particular period. The summary report will show the buy/sell price, quantity and the net profit / loss. The Detail report will show the details of the trades.
61 Client Ledger You can see the complete ledger here. The bill summary is shown. Clicking on the bill would give the contract details wherever available. Details of payments, receipts, DP bills etc are available here.
62 Double click on Bill to get further details of the transactions done on the particular date. This is the Bill for the transactions done on the particular date
63 Click here to View E-Contract
64 Choose the required segment / exchange. You can either view or download the required contract.
65 Double click on these links to view digital contracts
66 Sample contract use the scroll bars to navigate across the full document.
67 Settlement Calendar The settlement calendar gives the exchange wise settlement number, settlement type, settlement date, the funds/ security pay- in and funds/security pay-out dates.
68 Commonly used abbreviations NL : Normal Lot ( For NSE ) RL : Regular Lot ( For BSE ) LO : Limit Order ( Specific Price for the Order ) MO : Market Order ( Buy/Sell at current rate of the scrip. ) SL : Stop Loss Order for any Open position DEL : Delivery of the Scrip INTRADAY : Buying and Selling on the same day ( Sq Off ) MAR : Margin Saudas ( F&O Segment) OBLIGATION: Delivery Sell on subsequent day DAY : Order will be for the trading session ( Till 3.30 pm ) IOC : Immediate or Cancel AMO : After Market Orders ( For Next Day )
69 Thank you for choosing SBICAP Securities Ltd. As your investment partner We are available at Contact us on our help lines:- Toll Free
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