5 things to help you to start using your account

Transcription

1 5 things to help you to start using your account Login Fund / Securities Lien / Unlien Market Watch Creation Order Placement Password Management LOGIN Login 1. Go to link to login. 3. Your Username is same as your Client code. (Your username is sent to you in the welcome er while opening an account). 4. Incase, you have forgotten your Username, click on Forgot Username and enter your registered Id and PAN Number. 5. Fill in your Password. (A system generated password for the first time would be sent to you by pin mailer, thereafter by er) 6. Once you fill in your system generated password, it will ask you to change the same. Change the password of your choice.(refer to the Password Policy link on the Login page) 7. Fill in your PAN No and click on

2 FUND LIEN / UNLIEN 1. Click on 3. Click on Mark Lien/Unlien for Funds 4. Select Bank Name & amount you wish to mark as Lien / Unlien xxxxxx 5. You will be shown the Transaction Reference number & taken to your internet banking login page. Enter your internet banking password here & proceed as per instructions. Marking Lien on Securities/Shares (For SBI Demat Account Holders) 1. Click on 3. Click on Mark Lien/Unlien Stocks for Sale 4. Scroll to the Right Hand Side of the new window that opens & click on DP ID to select your demat account number. 5. Click on 6. You will be taken to internet banking website of SBI. Enter your internet banking password and proceed as per instructions on the screen.

3 Marking Unlien on Securities/Shares (For SBI Demat Account Holders) 1. Click on 3. Click on Mark Lien/Unlien Stocks for Sale 4. Scroll to the Right Hand Side of the new window that opens & click on DP ID to select your demat account number. 5. Fill in the quantity you wish to release. 6. Click on xxxxx 1 7. Your quantity entered is successfully released.

4 MARKET WATCH CREATION Creating a new market watch 1. Click on the Market Watch window. 3. Name your market Watch in and click on OK. 4. A blank new market watch is created. Now enter the name of the stock you wish to add in. 5. As you type the stock names will appear in the drop down. Select the stock that you wish to add and click on Go. 6. Wish to add more stocks? Start typing on the name of the other stock you wish to add in the above box (overwriting the earlier stock name you have added). And follow step5. 7. Once you have finished adding all stocks, click on 8. To set this market watch as default, click on Actions and select Set As Default and click on

5 ORDER PLACEMENT You are now ready to place order Go to order placement page 1. You can place order either through Market Watch or through Order Form. 2. If placing order through Market Watch, select the market watch and right click on the stock that you wish to trade in. Select Buy/Sell 3. The stock name, exchange and Product type are automatically selected. Select whether you wish to place a delivery order, limit/market order, price (if limit price is selected), quantity, disclosed quantity(optional), and AMO (for orders placed during non market hours). 4. Click on Submit. 5. You will get an order confirmation page. Click on confirm to Proceed or Modify to cancel. 6. You will get a confirmation that the order is under process. 7. You can check the order status in the order form.

6 PASSWORD MANAGEMENT Set New Password/ Forgot Password 1. On page, click on Forgot Password or Set New Password link next to password field. 2. Enter your User Name (same as client code) 3. Enter OTP sent to your Id/mobile number registered with us. 4. Set a new password of your choice on the screen itself. Important: While logging in for the very first time, you have to use the system generated password. The system generated password will be sent through /physical pin mailer. Forgot Password option can be used only for subsequent password changes. For further assistance, contact customer care.