SBIMANUAL

www.motilaloswal.com

1

INDEX

Topic Table Of Contents Topic Pg No

Equity Getting Started

Login

Market Watch

Buying Scrips

Selling Scrips

Order Book

Trade Book

Net Position

Activity Logs

DP reports

Funds

Shortcut Keys

IPO’s Getting Started

Orders

Funds

Basic Requirements 2

User Id,Passwords 3

Downloading JVM 5

Changing Passwords 8

Creating A New Market Watch 9

Adding Scrips To A Market Watch 10

Saving A Market Watch 12

Deleting A Market Watch 12

Easy Account 13

Spectrum Account 15

After Market Orders (AMO’s) 16

Easy Account 17

Spectrum Account 18

Checking Order Status 19

Modifying Orders 19

Canceling/Deleting Orders 20

Checking Traded Orders 21

Checking Open Positions 22

Squaring Off Open Positions 22

Converting Trades-Intraday to Delivery & Viceversa 23

Viewing All Your Activity During The Day 25

DP-Allocating Shares from SBI DP 26

DP-Selling from POA 28

Checking Available Margin 29

Marking Lien on Funds 30

Unmarking Lien 33

Withdrawing Funds 36

Shortcut Keys to Functionalities 38

An Introduction to IPO’s 39

Placing An Order 40

Checking Order Status 44

Modifying Orders 45

Canceling/Deleting Orders 47

Checking Available balance 48

Marking Lien -Bank to MOSL IPO A/c 49

Withdrawing Funds –MOSL IPO A/c to Bank 52

Powered by Motilal Oswal

Powered by Motilal OswalUSER MANUAL EQUITY

Getting Started

Basic Requirements

is your gateway to the world of online investments. With our online platform, you may

buy/sell shares, check your order status, modify orders, monitor your portfolio and do a whole lot more

without having to put ink on paper. What's more, the entire process is simple, fast and all it takes is a

click of a few buttons.

This product manual will help you understand the functionalities of your platform and will serve as a

step-by-step guide in helping you get started.

For an optimum trading experience, we suggest the following pre requisites as basic requirements:

Operating system should be Windows 98 or higher versions

Internet Explorer 5.5 and above

Java Virtual Machine (JVM)

!

!

!

2

Powered by Motilal OswalLOGIN - EQUITY

Please type in the url-

User ID-This is a unique identification provided by us to help you access your account with us.

Login Password-Once you have put in your User ID, you need to enter the Login password that would

have been sent to you along with the Pin Mailer in the Welcome Kit.

Transaction Password- For ensuring the safety of your account, you need to punch in your transaction

password also. Your Transaction password is different from your Login Password. The Transaction

password would have also been mailed to you in the pin mailer.

The Login password and Transaction Password are case sensitive. Hence 'A' is different

from 'a'.

Please Note:

https://eztrade.co.in

Click on the tab-

You will be led to a new page as shown below where you will have to set a new login password. The

new Login must be alphanumeric (combination of alphabets and numbers) and must be a minimum of

8 characters and a maximum of 12 characters.

Submit

Click on

You will now be led to a page where you will be asked to set a new transaction password also. The

Transaction password must also be alphanumeric and between 8-12 characters. The transaction

password must be different from the login password.

Submit

3


Click on

You will be displayed a page detailing you of all our products.

Change Password.

LOGIN - EQUITY

To start investing in Equities/Derivatives, please click on either or

The provides you static quotes and is ideally suited for investors who want to place trades

at the click of just a few buttons.

offers dynamic live streaming quotes of scrips and enables instant transactions.

Easy Spectrum.

Easy Account

Spectrum Account

4


A pop up window will be displayed. Click on the tab-Open

Once this is done, you will be shown the window displayed below

Downloading JVM

To enable Market watch in the spectrum account, you will have to install Java. Please follow the steps

mentioned below to enable Java

Login to your account with the User Id and Passwords. Click on the tab-Downloads.

5


Click on the tab

Once the installation is complete, you will have to restart your computer and login again to your

spectrum account.

Kindly open up a new internet explorer page and on the top menu bar click on the option Please

choose the option

msjav86.exe.

Additional requirements to enable the Market Watch

Tools.

Internet Options.

LOGIN - EQUITY

A new window will open up as shown below.

Click on the option Advanced.

6


7

Click on and then The Market watch will get displayed from there on.Apply OK.

You will be displayed a set of options as shown below.Unmark the tick below Java (SUN) if it is already

enabled and then click on the tick boxes below Microsoft VM as shown below.


Changing Passwords

To change your login password and/or transaction password, please login to your account. Once you

have done this, please click on the link-Change Passwords.

Once you have done this, you will be led to a page where you can set your new passwords.

Click on

The passwords must be alphanumeric and between 8-12 characters. The passwords are

case sensitive.

Please note:

Change Password.

8


A Market Watch is a list of scrips that you would want to track on a regular basis. The Market Watch is a

feature that is available to you with the You may create multiple Market Watches to

help you keep a track of various sectors/stocks. At any point of time you may add a maximum of 25

scrips to any particular Market Watch.

To create your own Market Watch, please follow the steps mentioned below:

Click on the tab-

Creating A Market Watch

Spectrum Account.

Launch Spectrum

MARKET WATCH - EQUITY

Click on the tab as shown above.New

You will be shown a page as depicted below. By default you will be shown a list of scrips.

9

Powered by Motilal OswalMARKET WATCH - EQUITY

Adding Scrips To Your Market Watch

Once your Market watch has been created, you may now add stocks of your choice to it. To do so,

please follow the steps mentioned below:

Right click on the name of a particular scrip. Choose the option as shown on

the screen

Insert Security/Contract

The name of your Market Watch will get displayed on the left hand side of your screen as shown below

You will be shown a new window where you can select the Exchange and the name of the Market

Watch. If you want to create a Market Watch where you want to track Banking stocks, you may name it

and click onMy Bank stocks Ok

10


Choose the name of the Exchange (NSE/BSE) and the segment that you wish to trade in (Equity, Futures

or Options). Please select an option from the dropdown (You may choose to search for a scrip by Ticker,

Scrip Code, Scrip Name or choose a particular Index).

In case you want to add the scrip State Bank of India and are unsure about the ticker name of the scrip

choose the option Scrip Name from the drop down and type in the first few alphabets in the space

provided. Click on

A separate window will show you all the possible search combinations from which you may select the

scrip that you wish to add to your Watch List.

Find Code.

Click on

The name of your scrip will be added to your Market Watch as shown on the next screen.

Ok

A small window will open up as shown below

11


Please Note:

Deleting A Market Watch

To set a market watch as a default watch, choose the option

To delete a Market Watch, please click on the tab- as shown below

Save as Default.

Delete

Note: You can create a maximum of 5 market watches at any given time. To add a new one, you will

have to delete an old market watch.

Once this is done, you will be shown a new window as displayed below. Click on to delete your

Market Watch permanently.

Yes

Saving Your Market Watch

You may add many more scrips to your Watch list by following the process mentioned above. Once you

have created a complete set of scrips, you may save the Watchlist for the future by clicking on any cell in

the grid. A small window will open up where you will have to choose the option Save Settings

12


Buying Scrips -Easy Account

After you have selected the Account type-

Under the drop down “Segment”, select the option - or

Easy .

NSE BSE

BUYING SCRIPS - EQUITY

Click on the tab- You will be displayed a window as shown below.Search Symbol.

In case you know the Company Code, please enter it in the space provided and click on Else choose

the radio button adjacent to Company Name and type in the first few alphabets of the company. For e.g. If

youare searching for Infosys, then just type in as shownbelowandclickon

Find.

Info Find.

You will be shown all the possible combinations matching your search criteria. Choose the relevant one

and click on Select This Symbol.

13

Powered by Motilal OswalBUYING SCRIPS - EQUITY

You will be shown all the details of the scrip like Last Traded Price, Total Traded Quantity etc. On the

bottom half of the page, the Buy form will get populated with the name of the scrip and the Market

Price.

Once you have done this, you will be displayed a form as shown below.

Click on to proceed further. Once your order has been placed you will be shown an

acknowledgement message with order reference number.

Yes, Place The Order

Once this is done, the company name will get reflected in the space adjacent to the Search Symbol tab.

Click on Refresh

14

Please enter the quantity that you wish to order. You may also set a price of your choice. In case, you

wish to buy at Market price, please enter zero in the price column. Choose Intraday or Delivery under

Click on

Product Type.

Buy.


Choose the option Alternatively, please select the scrip you want to buy and click on key on your

Keyboard.TheBuyFormwill getpopulatedwith thenameof the scrip and thepriceas shownbelow

Buy. F1


Please fill up the quantity .You may also set a price of your own choice. In case you want to buy at

market price, please enter zero in the space provided. Click on You will be shown a small form as

displayed below where you will be asked for a confirmation of your order.

Buy.

Click on as shown above. You will be shown an acknowledgement message with

the order reference number.

Yes, Place The Order

Buying Scrips -Spectrum Account

On your Watch list, please right click on the name of the scrip that you wish to buy .You will be displayed

a small window as shown below.

15

Powered by Motilal OswalBUYING SCRIPS - EQUITY

Please note that AMO's cannot being placed during regular market hours and the price that you set in

an AMO needs to be a limit price (not market price, hence please don't set price as zero).After Market

Orders hit the Exchange on the next day morning and will be executed only if the limit price set by you

matches the market price on the next day.


After Market Orders (AMO's)

After Market Orders are orders that you can place even after the close of market hours. To place AMO

in a share, all you have to do is choose the scrip that you wish to buy/sell and then specify the quantity,

the price, the product type and then tick on the box as shown below.AMO

16


Selling Scrips Easy Account

Similar to the Buying process, select the scrip that you wish to sell from the search symbol. On the

Order Form, at the bottom of the page, choose from the drop down as shown below. Immediately

the color of the form will change to Red. Enter the quantity and set a price (You may choose the market

price or set a price of your own).

Under the dropdown choose if you wish to square off your transaction within

the day itself. In case, you wish you wish to sell shares that are already available in your DP Account,

select the option Select (Buy Now and Sell tomorrow) if you wish to sell shares that you

had bought yesterday. However the facility is available only on select scrips.

Click on button.

Sell

Product Type, Intraday

-Delivery. BNST

BNST

Sell

17

SELLING SCRIPS - EQUITY

You will be shown a screen as displayed below.

Click On Once your order has been placed you will be shown an

acknowledgement message with the order reference number as shown below.

Yes, Place the Order.


18

SELLING SCRIPS - EQUITY

Selling Scrips-Spectrum Account (F2)

On the market watch, right click on the name of the scrip and choose the option Sell

On the bottom half of the page, the Sell Order form will get populated with the name of the scrip and

the price. Alternatively, just press the F2 key after choosing a scrip. You will be shown a sell order form

as shown below.

Enter the quantity and set a price of your choice. To place orders at market, just type in 0 (zero).

Under the dropdown choose if you wish to square off your transaction within

the day itself. In case, you wish to sell shares that are already available in your DP Account, select the

option Select (Buy Now and Sell tomorrow) if you wish to sell shares that you had

bought yesterday. However the facility is available only on select scrips.

Click on the button You will be shown a screen as displayed below.

Product Type, Intraday

-Delivery. BNST

BNST

Sell.

Click On Once your order has been placed you will be shown an

acknowledgement message with the order reference number as shown below.

Yes, Place the Order.


Order Book

Checking Order Status (F3)

The Order book will display all the orders placed by you during the day.The Order book will show the

consolidatedorderprices alongwith theproduct type(Intraday,Deliveryetc) and the statusof theorders.

Once you have placed your order to you may check the status of the orders in the OrderBook.

YoumayviewtheOrderBookbypressingonthe key.Alternativelyyoumayclickonthetab

Buy/Sell,

F3 OrderBook.

19

ORDER BOOK - EQUITY

Note:

Modifying Orders

You may also choose to view orders according to their status such as Modified/In

process/Traded/Exchange Rejected/RMS rejected/Cancelled by choosing from the dropdown circled

above.To view all orders placed during the day select the option from the dropdown as

shown above.

To modify a particular order that you had placed during the day, please click on the circular radio button

adjacent to the name of the scrip.

All Order Status

A new Modify Order form will open up. Here, you may set the new order Quantity, Price etc and then

click on Modify button.

A new window will open up that will display the status of Orders placed by you. By default, all those

orders in the (Those that have been forwarded to Exchange and are still to be executed)

will be displayed. Click on the button

Pending Status

Go.


Once you have done this a pop up message will be displayed, asking you for a confirmation. Click on

To Cancel/Delete an order, click on the tick box next to the name of the scrip (In this case SBINEQ) and

click on the button as shown below. On the pop up, asking for your confirmation, click

Canceling Orders

Ok.

Cancel Ok

20

ORDER BOOK - EQUITY

Once this is done, the page will refresh automatically and your cancelled orders will get deleted from

the page view as shown below

Note: You may Modify/Cancel only those orders that are still in the status. Once the orders

have been Traded, you cannot do so.

Pending


Trade Book(F8)

The Trade Book will display only those orders that have got traded in the Exchange. You may view the

Trade book using the key also.F8

21

TRADE BOOK - EQUITY

The Trade Book displays details such as the Name of the scrip that got traded, the Quantity, Price, Value

of the transaction, Action performed (Buy/Sell), Order Number, Trade Number, Exchange on which the

transaction was made and also the time when the transaction was made.

Once you click on the following screen will be displayed.Trade Book,


Checking Open Positions

The Net Position screen displays all your open positions. With the Net Position Screen, you may view

your positions categorized by Exchanges, Segments (Equity/Derivatives), Action (Buy/Sell) and

Intraday/ Delivery as the case may be. You may also view your brought Forward, Day's positions and

Carry Forward Positions. This screen will give you the exact picture of your net position (i.e net open

quantity in a scrip and also your Average traded price) thus helping you get a realistic idea of whether

you would make a profit/loss on squaring off the position.

22

NET POSITION - EQUITY

Squaring Off Open Positions

The Net Position screen is especially useful if you want to

To square off your positions, just click on the radio button adjacent to the Symbol of the scrip. A new

square off form will open up as shown below.

square off your open positions.

On clicking the Net Position tab, you will be displayed a screen as shown below.

You may click on the tab to get the best available price at that moment. Alternatively you

may set the price you desire or enter zero to square off at market price.

Please note that you can square off partial or full quantity but not more than the Net Quantity. Click on

the tab

Get Best Price

Square Off.


23


Once this is done, the moment your trade price matches the Market price, the trade will get squared off

and this will get reflected on the Net position screen. Depending on whether you square off partial

quantities or fully, the Net Position and Net Quantity will get updated.

You will be shown a pop up where you will have to click on Ok

You will be led to a screen as shown below displaying the names of the scrips that you had bought

earlier in the day.

Note:

Converting Trades: Intraday to Delivery and Viceversa

You can square off trades until 3:10 pm, post which time you will not be allowed to place fresh Intraday

orders. However, you may square off your Delivery Positions till the market closes. The square off

timing mentioned above is subject to change with prior intimation to Clients on the website.

To convert an Intraday trade to Delivery, please click on the link-Net Position Report.

To convert your IFCI shares which were bought as intraday to a delivery trade, please click on the name

of the Scrip say IFCI. A new window will open up as shown below.


24


Similarly, you may change a Delivery trade to an intraday trade.

Note: You can convert Intraday trades into Delivery and vice versa until 3:10 pm only, post which time

you will not be allowed to do so. The timing mentioned above is subject to change with prior intimation

to Clients on the website.

Under the dropdown Product, choose the option and click on

Once this is done, a confirmation message will be displayed.

Delivery Change.


25

ACTIVITY LOG - EQUITY

The activity log will help you know all the activities that have been performed by you for the day. These

include all orders placed, modified/cancelled/rejected, partial trades, actions (Buy/Sell) etc. In short, it

will carry a description of the entire day's activities performed by the client.

Once you click on the Activity log, you will be displayed details such as Status of the orders, Exchange

where they were placed, Order Number and time.


26

DP REPORTS - EQUITY

Allocating Shares from Your DP Account in SBI

Allocate Shares

To sell your shares lying in your DP account with SBI, please follow the steps mentioned below:

Click on the tab-

Please choose the option and click on Submit. You will be led to the online Banking section of SBI

where you will be asked for your Net Banking Password.

Mark

You will be led to a screen as shown below

You will be displayed a screen showing all your DP holdings. Here, you will have to select the shares that

you wish to mark the lien on. These shares will be transferred to your DP POA stocks in the trading site.


27

DP REPORTS - EQUITY

Click on The next screen will show you an acknowledgement message of the transaction.

Once this is done, the shares so lien marked will get reflected in the POA stock screen under the DP

section.

Confirm.

Click on . The next screen will show you a confirmation of your lien marking on shares.Submit


28

DP REPORTS - EQUITY

To know about your DP stocks that you had allocated from your SBI DP account, click on the tab-

The will display all your DP holdings which have been allocated by you from your DP

Account with SBI.

DP.

POA stock screen

Please Note: All stocks that have not been given the BNST facility will get reflected in the Non BNST quantity

on T+1 day. At the end of the settlement cycle, these stocks will be seen in your DP Account with SBI. To sell

scrips fromBNSTstock,clickontheBNSTcolumn.

POA Stock Screen-Selling Shares from POA

You may sell any of the scrips from your POA stock by clicking on the scrip name under that particular

Exchange column. Suppose you wish to sell about 100 shares of SAIL in NSE, you may do so by clicking

on the name of

Asell order formwill openupwhereyoumayspecify thepriceand thequantity that youwish to sell it at.

SAIL EQ.

The rest of the process is similar to the normal sell procedure. You can sell partial quantities but not more

than the existing quantity in your holdings.

Once your order gets placed, the POA stock screen will immediately show you the quantity available,

pending quantity (until order gets traded) and other details such as total blocked quantity.


29

FUNDS - EQUITY

Checking Available Funds/Margins

To check the amount of funds available in your account, please click on the tab- as shown below.Funds

Choose the option under the sublink-

Once you have done this, you will be displayed a screen showing you the funds available in your

account to invest. You will be shown the available Ledger Balance, Net Lien Marked Funds, the value

credited to your account from selling securities, the Mark To Market Profit, Margin used for

Equity/Derivatives and also the margin available for Mutual Funds and IPO's.

Margins Margin Details.

Note: Net Lien marked funds reflects the amount that has been lien marked by you during the day from

your Bank Account with SBI. This will be shown immediately after successful lien marking is done.

Powered by Motilal OswalFUNDS - EQUITY

Under Select Lien Type, choose the option . Please enter the amount that you wish to mark a lien

on. Click on .

You will be asked for a confirmation of your lien request which has been depicted below.

Submit

Mark

Allocating Funds to Your Trading Account-Marking Lien on Funds

To allocate funds from your Bank to your Trading account, please click on the tab-Allocate Funds.

You will be displayed a window as shown below

Click on to proceed further. Once this is done, you will be led to the ONLINE SBI site where you

will be asked for your online banking password

Submit

30


Click on

On the next page, you will be asked for a confirmation of your lien marking request. Please click on

button.

Submit.

Confirm

On the next page you will be shown your previous lien marking requests also. Kindly click on

to proceed further.

Confirm

31


The next page will display the transaction success message along with the reference number.

32


Please close the window once this message is reflected on your screen. Immediately after this is done

you will be able to see your updated margins under the heading-Net Lien Marked Funds.

Unmarking Lien On Funds

Funds Transfer

You may unmark the lien on your funds at any time during the day. The moment you do so,the amount

unmarked will be immediately transferred back to your Bank Account. To unmark the lien on your

funds, please follow the steps mentioned below:

Please click on the link-

You will be led to a page as shown below

Please choose the option and enter the amount that you wish to unmark. Click on the tab-Unmark Submit.

33


You will be asked for a confirmation of your unmarking request. Click on the button.Submit

Once you have done this, you will be led to the ONLINE SBI Banking site where you will be asked for

your internet banking password.

You will be led to a page asking you for a confirmation of your unmark request .Kindly click on Confirm.

34


The next page will depict all your previous Lien requests.

Click on to proceed further. Once this is done, you will be led to a page where the

acknowledgment message will be displayed showing you the status of your lien request.

Confirm

35


Kindly click on the tab-

Immediately after this is done, your Net Lien Marked Funds column under the margin screen will be

updated with the figures as shown below

Close.

Note:

Withdrawing Funds

Funds Withdrawal

Lien Unmarking will be possible subject to availability of clear funds after taking into

consideration the amount that has been utilized for trading.

To transfer funds from your trading account back to your SBI Bank account, please follow the steps

mentioned below:

Click on the Link- and then choose the option- as shown below

36


You will be led to a Funds Withdrawal screen where the maximum amount that you may withdraw will

be specified.

Please enter the amount that you wish to withdraw in the space provided.

FUNDS - EQUITY

Click on the tab-Submit.

You will be displayed a message stating that your withdrawal request has been accepted. To view all

your previous withdrawal requests you may click on the link provided. This will lead you to a page

where you will be able to view your previous withdrawal request also. You may also cancel your

previous withdrawal requests by clicking on the tab-Cancel.

37

Powered by Motilal OswalSHORTCUT KEYS - EQUITY

The following are the short cut keys that can be used for the various functions while navigating through

the trading section:

F1 Buy order form

F2 Sell order form

F3 Order Book

F6 Market depth

F8 Trade Log

F11 Margin Report

- (Minus) To Select the Transaction Type as Sell. Means to place a sell Order

+ (Plus) To Select the Transaction Type as Buy. Means to place a buy Order

Up arrow In case of FONSE order this key is useful to increase the quantity

by the market lot in multiple of market lot

Down Arrow In case of FONSE order this key is useful to decrease the quantity

by the market lot in multiple of market lot

Insert To insert new scrips in the market watch

Delete Delete Scrips from Market Watch

38


Get Started

Initial Public Offerings or IPO's as they are commonly known are an interesting avenue to invest in.

With , we make the process of investing in IPO's as hassle free as it can be. With our

online platform, we make sure that you are saved of the trouble of having to fill up lengthy forms.

Be it applying for an IPO or transferring funds to your account, we have tried to simplify the whole

process.

This product manual will help you understand the navigational process of our online platform and is

designed to assist you in making your investments with us a joyous experience. Kindly read on to

understand what our IPO product has in store for you.

GETTING STARTED - IPO’s

39

Powered by Motilal OswalORDERS - IPO’s

Placing an Order in IPO

Once you have logged into your account, you will be displayed a page detailing you of all our products.

To start investing in IPO, Click on the Link .IPO

You will be led to the home page section of IPO's, which will give you a snapshot of all the various

functionalities available with the product. Click on the tab-Place An Order.

40


Once you have done this, you will be shown a page where the IPOs that are on offer currently will be

displayed.

You will be led to a page where the terms and conditions will be displayed. Please click on the tab-I

Agree.

Click on the button

You will be led to a screen where the total funds that are available in your account along with the details

of your account number will be displayed.

Place An Order.

41


You may also choose to place three different bids. Retail customers may bid at the cut off price by

ticking on the box provided as shown above.

However only the highest bid (maximum valued bid) will be taken into consideration. Once you have

placed your bids, please click on the button

The next screen will display only the highest bid that was placed.

Confirm Order.

Click on

The next page will show you all your personal details.

Confirm Order.

42


Click on to proceed further.

Once this is done, an acknowledgement of your order request will be shown.

Submit

You may check the status of your orders by clicking on Check Order Status.

43


Checking Order Status

You can check the status of your orders by clicking on the tab.

You may choose the name of the IPO from the dropdown- and also select the date range

within which the IPO was placed by you and then click on the button

Check Order Status

IPO Name

Go

Once you have done this, you will be shown the list of all IPO's in which you had placed orders along

with the status of the orders, the amount that was invested earlier, date of transaction and other

important details.

44


Modifying Orders

In order to modify an order that was placed earlier, please click on the tab- Choose

the name of the IPO and select the date from the respective columns.

Modify Order Status.

You will be led to a screen where you may change the details of your order with respect to the quantity

and Price.

Click on the tab- As shown in the next screen, you can click on the radio button adjacent to the

name of the IPO and then click on

Go.

Modify.

45


Once you have filled in the details, click on the tab

You will be shown an acknowledgement of your request to modify the order.

You may modify orders that are or in the

These are orders that have been received by us internally and will be sent to the

Exchange for confirmation.

Those orders that have been sent to the Exchange and are yet to be confirmed by the

Exchange are called Executed Orders. They cannot be modified until their status changes to Ordered.

Ordered Status: These are orders that have been placed with the Exchange and can also be modified.

To delete orders that were placed earlier please click on the tab- Choose the

name of the IPO and select the date from the respective columns.

Note:

Deleting/Canceling Orders

Modify Order Status.

Submit

“In Process” “Ordered” status”.

In Process Orders:

Executed Orders:

46


You will be led to a page as shown below.

As shown in the next screen, you can click on the radio button adjacent to the name of the IPO and

then click on Delete.

A pop up message asking for your confirmation will be displayed. Click on to cancel your order. You

will be shown an acknowledgement screen with an order number for your Cancel request.

Ok

47

Powered by Motilal OswalFUNDS - IPO’s

Fund Transfer Related Details

Checking Available Margin in Your Account

To view the funds available in your account, please click on the tab as shown belowAvailable Funds

If you choose to view the detailed split up of funds lying in your account, you may click on the link

provided in the Available Funds screen. This will lead you to a screen showing you all the relevant

details. This has been depicted below.

This screen will show you details such as Margin available in your IPO account and also the

withdrawable limits for your funds payout.

48


Marking Lien on Funds from Bank to IPO Account

To transfer funds from your Bank account to your IPO Account, please follow the steps mentioned

below. Kindly click on the link- You will be led to a screen as shown below.Money Transfer.

Click on the link-

To allocate funds from your Bank to your IPO account, please click on the tab-

You will be displayed a window as shown below

Transfer Money From Bank to MOSL Account.

Allocate Funds.

Click on to proceed further. Once this is done, you will be led to the ONLINE SBI site where you

will be asked for your online banking password.

Submit

Under Select Lien Type, choose the option Please enter the amount that you wish to mark a lien

on. Click on

You will be asked for a confirmation of your lien request which has been depicted below.

Mark.

Submit.

49


Click on

On the next page, you will be asked for a confirmation of your lien marking request. Please click on

button.

Submit.

Confirm

On the next page you will be shown your previous lien marking requests also. Kindly click on

to proceed further.

Confirm

50


The next page will display the transaction success message along with the reference number.

Please close the window once this message is reflected on your screen. Immediately after this is done

you will be able to see your updated margins under the heading-

To unmark the lien on your funds, please choose the option Unmark .The rest of the procedure

will remain the same as marking a lien.

Note:

Net Lien Marked Funds.

51


Withdrawing Funds

To withdraw funds from your IPO account and transfer them back to your Bank account please follow

the steps mentioned below

Click on the link Choose the option

as shown below.

Money Transfer. Payout From My MOSL Account To Bank Account

You will be shown a window where you can enter the amount that you wish to transfer back to your

Bank Account. You will also be displayed the maximum withdrawable amount.

Please enter the amount that you wish to transfer back to your Bank Account as shown above.

You will be displayed an acknowledgement message stating your transfer request. You may click on

to see your request details. This has been shown below.Click here to view report

To cancel your payout request, please click on the link- as shown above.Cancel

52

Motilal Oswal Securities Ltd.

Palm Spring Centre, Palm Court Complex, 2nd Floor, Link Road, Malad (W), Mumbai - 400 064.Regd. Off.:

Phone : 022 39809000. Fax : 91 (22) 2281 6161. Email : [email protected]

NSE F&O INF231041238 NSE CASH INB231041238 BSE CASH INB 011041257 BSE F&O INF 011041257 PMS-

INP000000670 CDSL-IN-DP-CDSL-09-99 NSDL-IN-DP-NSDL-152-2000 AMFI-ARN 17397 NCDEX CMID MS

0114 MCX29500 FMC-MCX/TCM/CORP/0725 FMC-NCDEX/TCM/CORP/0033

Documents

SBIMANUAL