Mobile Trading Application

IDBI Direct on your Phone

The IDBI direct icon on your mobile phone. …. Touch and hold here to access Markets

on mobile

IDBI Direct – How to login

Enter Your login Id here

Enter your password here

Enter your Date of Birth here

Touch here to access Markets after entering the

log in credentials

Basic Features

Your Name Here

Your Name

Touch here to log out

Various Menu Options available

(elaboration follows)

The Home Page

Touch here for main menu

Put the update to automatic

(On)

Touch here to change

“Password”

Set your trading preferences –

primary choice of options

Touch and hold here for basic

settings

Basic Settings

Select a segment (the one in Green shade is

selected - Equity

Select the “Exchange”

Enter a minimum of first four letter to

search a scrip and then select from the

drop down list

How to Search a Scrip

Creating / Modifying Watch list

Touch and hold here to view the watchlist

Touch and hold to create or modify scrip list any of the 3

watch lists (we chose WATCHLIST1

Touch and hold here to add a new scrip

Touch and hold here to create or modify any of the

watch lists

Touch and hold here to delete a scrip from the list

Touch and hold here to save changes made

You will scrip LTPs and percentage and absolute

prices changing automatically

Touch and hold here to see scrip detail and buy and

sell

Checking Limits and Funds Hold

Touch and hold here to check your limits

Details of your limits will be displayed

Touch and hold here to hold funds

Touch and hold here to Get your Bank Balance

You can see your balance amount

Enter amount to hold

Touch and hold here to complete the process

Last traded PricePercentage and absolute price

change

Daily and 52 weeks High – Low for the scrip

Total traded volume of the scrip for the

dayGraphical depiction of the

scrip price for the day

Click here to initiate a “Buy”

tradeClick here to initiate a “Sell”

trade

Click here to add the scrip to

one of the 3 market watch

Click here to check the scrip’s future segment

details

Click here to check the top 5 bids and offersPress here to

Refresh

Press this to Go to earlier Screen

How to Place Order and check details

Enter the “Quantity”

Enter the “Price” – Enter “0” for “Market” order

Enter the “Disclosed Quantity”

Enter “Trigger Price” if you are placing a Stop

Loss orderChoose Order Validity –

“Day” of “IOC” (Immediate or Cancel)

Click here to Place Order

Choose an appropriate “Order type” – we chose

“Cash”

Choose “Buy” or “Sell” – in this case we chose “Buy”

How to Place Order and check details

Action – “Buy” or “Sell”

Order Type

Name of the Scrip

Quantity to Buy or SellDisclosed Quantity if anyOrder type – in this case “Limit” indicating that a specific price is

mentionedPrice entered by you

Trigger Price entered by you in case of a Stop Loss

order

Value of the order

After checking details – Press here to confirm order

An alert will indicate the amount of funds shortfall for

the order to execute

Click here to Lien mark funds

Select a Bank

Select a Bank A/c Number

Select “Submit” to complete Funds transfer /

lien

Confirmation of Bank transaction

Press here

The internal Order number will reflects here

How to Place Order and check details

Choose “Order Book” to see the orders placed and

their status

Order details

Order Status

Touch and Hold here to see details

Touch and hold here to modify the displayed

unexecuted order

Touch and hold here to cancel the displayed

unexecuted order

Get fresh quotes for the scrip

Modify Order Quantity

Modify Order Price

Touch and Hold here to complete modification

of order

Recheck the order details and confirm

In case there is funds shortfall – you will

see an alert

Click here to take care of funds shortfall

Choose the bank account to call funds

from

Choose the bank to call funds from

Touch here to complete process

You will see a confirmation

of Bank transaction

Touch and hold here to complete the

order

You will see an order

confirmation

Modification of an Order

Checking Open Positions

Touch and hold here to see your Margin

Positions in cash and derivatives

Touch and hold here to see the product

wise filter

Touch and hold here to the details and option to square off the position

Checking Demat Holding

Touch and hold here to check your demat balance

Touch and hold here to see the details, lien mark and

buy and sell

Lien marking Demat Holding

Quantity held - LTP

Valuation of scrip holding

Total Valuation of total demat holding

Filter stocks for a demat account in case multiple

demat accounts available

Touch and hold here to see details

Scrip Name and face value

Scrip ISIN NumberScrip quantity already on

hold

Scrip LTP

Value of the Scrip holdingTrading Segment

Scrip Quantity available for hold marking Nature of hold – Cash or

Collateral – we chose “Collateral”

Enter the Quantity to hold

Touch and hold here to “Hold” security

Touch and hold to initiate a “Buy”

Touch and hold to initiate a “Sell”

Touch and hold here to complete the process

On the main menu touch and hold here to see limits

against stocks collateral

Quantity of Securities held

The Application is feature rich allowing complete flexibility

What we highlighted are some of the basic features of the App

All the Menus in the App are intuitive and fairly simple to use.

All the action flows are logical.

Please explore the App to make the most of it.

You may download the Android App from https://play.google.com/store/search?q=idbidirect&hl=en

We are working on the IOS App which will be soon made available.

To know more please call : 1800 2233 66

Thank you for your patronage Happy Investing