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Forgot Client Code/Password and Login Fund Lien/Unlien and Limits Creation of Market Watch Order placement Order book/Trade book and Positions Stock Lien/Unlien
You need your ClientCode, Password and PAN NUMBER to login to your account. Incase if you don’t have your ClientCode you can click on FORGOT CLIENT CODE to retrieve it.
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You need to put in your registered Email ID along with the PAN NUMBER and then click on SEARCH.
After doing the procedure your client code will be sent on your registered mail ID.
One Time Password will be sent to your registered email id & mobile no. which should be entered in the given box. Then click on Verify OTP.
You can now set your new password which should satisfy the given parameters and then confirm the same in the box given below. Then click on CHANGE PASSWORD.
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To login into your account, put the client code, password and PAN NUMBER and then click on LOGIN.
To move funds from SBI savings account to trading account, click on Lien/Unlien.
This is how the trading screen will look like.
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Your INB user name will be displayed here. Kindly put the INB password in this box and then click on SUBMIT.
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To move funds from your trading account to your SBI savings account kindly fill in all your details and click on UNLIEN and follow the same steps as for Lien.
To view the live rates of various scrips, click on Market Watch in menu panel in the Window section.
NIFTY market watch comprising of Nifty50 scrips and SENSEX market watch comprising of Sensex30 scrips will be present in the dropdown list by default.
To add the scrip in your market watch, first select your preferred type from the drop down (e.g. EQUITY).
In Manage Market Watch, Select a specific market watch and click on Rename or Delete to perform your desired function.
To start placing orders select the type of transaction i.e. Buy or Sell by clicking on the required radio button.
Alternatively, if the stock is added in your Market Watch. Right click on the stock that you wish to transact in. And then click on Buy or Sell as per your preference.
The order book will appear along with your selected Stock, and you have to click on Intraday or Delivery in product type as per your preference. For e.g. Intraday.
Since you are placing a Limit order, enter the Price at which you wish to place your order. Incase the order type is Market, the price field will automatically be disabled and take your order at Market price.
You can Click on confirm for final placement of order.
After submission you will be asked for confirmation.
You can Click on modify in case if you wish to modify your order.
You can view the status of your order in the ORDER STATUS widget.
You can also view or modify or cancel your order from the Order/Trade book in the menu panel.
From the trade book, by clicking on the actions button a drop down will appear which will allow you to Sell, Buy and even convert your position.
By clicking on the actions button a drop down will appear which will allow you to square off your position.
Once square off button is clicked, a sell order form will appear with the stock name and quantity by default in which you have to select the order type as per your choice.
Since you are placing a Market order, the price field will automatically be disabled and take your order at Market price. In case if the order type is Limit, you will be required to enter the Price at which you wish to place your order.
You can Click on confirm for final placement of order.
After submission you will be asked for confirmation.
You can Click on modify in case if you wish to modify your order.
Now put the quantity you wish to block (allocate) in the given box here and click on SUBMIT.
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Now put the quantity to release (unallocate) in the given box here and click on RELEASE.
After clicking on logout, you will get a pop up message asking for confirmation. Where you have to click on Leave this Page.
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