• Click on Forget Password

• Contact no. and email id will get displayed click on reset password

• You will receive OTP on your register mob. No. and mail id

• User will ask to change password on First time Login

• Enter new password and confirm password by following password policy, Min. 6 to 12 character Alphanumeric with one special character

• Alternate option to activate fingerprint login and M-Pin from 2nd time onwards.

• You can create new watch list from [:] MENU options

• Pre-configure watch list if you click on NIFTY50 or SENSEX

• You can set as default watch list from drop-down option in watch list

• Delivery stocks will directly displayed in My Holdings option from Select Watch list

• Click on script from watch list

• Go in analysis->Click on Fundamentals->health score will be displayed of that particular script

• It creates a dedicated watch list to showcase the scripts which you should not miss

• Click on script name

• Select option Buy/Sell

• Select options Margin/Delivery/MTF

• Select quantity or amount with your price

• Click on place order so order will get placed

• In Buy/Sell window, you can check approx. margin and available margin as per qty and price

• As per this, you can do fund transfer to proceed order

• You can directly trade using “T” symbol in watch list/predefined MW/holdings

• Click on scrip->select “T”-> DO BUY/SELL

• Indices- user can view local and global indices

• Screeners- Top gainers/looser, 52 week high/low, etc..

• News and announcements- User will be able to check news regarding portfolio

• Events- User can able to see corporate announcement

• IPO- User can view or apply IPO from this option

• Select option Orders

• Select open option, where you can modify or cancel the order by clicking on the script

• All executed orders shown in completed option

MTF:

• It is advance feature in product type

• Same as Delivery product type

• Required less fund/margin as compared to Delivery order

MULTILEG ORDER:

• Client can put two or three leg orders together

• It is applicable in Futures and Options order

SPREAD ORDER:

• Rolling over F/O positions from one Expiry date to another Expiry date

GTD Order:

• This order is valid for 365 days

• This order will remain in system until it is either filled or until the date specified, at which time it is automatically cancelled by the system

EQSIP order:

• User will Buy shares by giving quantity or upper cap price. Amount will deduct for same on monthly/forth nightly/Weekly/Daily basis

• User can attached the E-NACH from App . So, the amount directly deduct from the Bank A/C.

• Click on Portfolio

• Click on Positions

• You can square off open position and product conversion from this option

• Click on Portfolio

• Click on holdings

• If you wish (buy or sell) direct then you can do it here from single click on script.

• Click on portfolio ->Go in Holdings

• Select 3 dots in right side->click on pledge holdings

• Stock will get displayed->select stock and qty which you want to pledge->click on pledge

• Page will be redirected on NSDL ->select stock and proceed->you will receive OTP ->enter it and proceed further

• Your selected stock will be pledged and it will shown in collateral qty

• Client can easily transferred amount through upi and netbanking by adding their upi id

• Fund will be transferred by selecting the segment like Equities, Derivatives, Currency, Commodity.

• Click on left side 3 lines

• Click on recommendations and alert

• Recommendations- You will be able to see all the recommendation for this script here. (tips and suggestions)

• Alerts- You can set an alert on the script using various parameters.

• FUTURE FAIR VALUE - It could be use valued considering the current value ,dividend paid on stocks ,day to expiry and current interest rate on capital.

• OPTION VALUE – It could be use valued considering the current value , dividend , interest rate and volatility of the contract .

•SPAN MARGIN - It helps you to compute the margin required for initiating a trade .

• In Back office : Check financial information & branch information

• In Master update: User can change contact no.& email by themselves.

• In Segment activate: User can activate FNO, MCX , CD-NSE & NSE-SLBM

• Register E-mandate: User can activate E-NACH using this option.

• P&L report: User can download the reports (excel, pdf & mail)

• Below setting option , select theme(Dark/Light) as per your wish

• Click on setting option

• User can change M-pin and password using this option

• SLBM