Steps to WealthRays Website

7/27/2019 Steps to WealthRays Website

1/35


2/35

Document No:

Date:

Revision No:

Page: 2 of 35

Page2

INDEXDescription Page No

Click on Numbers

Sec 1: Procedure to log in Wealthrays website 3

Sec 1.1: Forgot Password 5

Sec 1.2 Log-into WealthRays website 9

Sec 2: Main 12

Sec 2.1: Dashboard Options 12

Sec 2.2: Profile 16

Sec 3: Funds Transfer 18

Sec 3.1: Equity investment 18

Sec 3.2: Commodity investment 20

Sec 4: Subscribe service 23

Sec 4.1: Subscribed Services 23

Sec 4.2: Subscribe New Service 24

Sec 5: Payment Information 25

Sec 6: Service article 26

Sec 7: Documents 27

Sec 7.1: Upload Document 27

Sec 7.1.1 Withdrawal Request 30

Sec 7.2: Documents by WealthRays 32

Sec 7.3: Your Documents 33

Sec 8: Logout 34


3/35


4/35

Document No:

Date:

Revision No:

Page: 4 of 35

Page4

Click on Login then the below page will be displayed.


5/35

Document No:

Date:

Revision No:

Page: 5 of 35

Page5

Sec 1.1 Forgot Password:

If you have forgot your password click on forgot password.

After clicking on Forgot Password the below page will be displayed.


6/35

Document No:

Date:

Revision No:

Page: 6 of 35

Page6

Enter your User Name and Mail id then click on Submit the below page will be

displayed.

Next you will get the mail like below.


7/35

Document No:

Date:

Revision No:

Page: 7 of 35

Page7

In that mail click on Forgot Password link to get the new password.

After clicking on that link the below page will be displayed.

Enter your New Password and again enter the same Password below and click on

Submit then the below page will be displayed.


8/35

Document No:

Date:

Revision No:

Page: 8 of 35

Page8

Now you Login with your new password.


9/35


10/35

Document No:

Date:

Revision No:

Page: 10 of 35

Page

10

VISIT SITE: To View home page after logging in, click Visit Site at the top left hand corner of

the page.

To come back to your page, click My profile at the top right hand side of the page.


11/35

Document No:

Date:

Revision No:

Page: 11 of 35

Page

11


12/35

Document No:

Date:

Revision No:

Page: 12 of 35

Page

12

Section 2 : MAIN

Sec 2.1 Dashboard:

To view the Equity Ledger balance, Demat statement, Client portfolio report, click on

Madras Stock Exchange Ltd then below page will be displayed.


13/35

Document No:

Date:

Revision No:

Page: 13 of 35

Page

13

To know your demat holding log into CDSL with username and password as sent by

cdslindia.com to your emailid at the time of account opening


14/35

Document No:

Date:

Revision No:

Page: 14 of 35

Page

14

If you want to login NOW website click on NOW.


15/35

Document No:

Date:

Revision No:

Page: 15 of 35

Page

15

After clicking NOW website page will displayed.


16/35

Document No:

Date:

Revision No:

Page: 16 of 35

Page

16

Sec 2.2 Profile:

This section gives your details as provided to us at the time of account opening. You can also

view this section by clicking drop-down arrow next to your name at the right hand top corner ofthe page.

Password reset option in www.wealthrays.com:

If you want to change the password, then click on Profile on left hand side then the

below page will be displayed.

For security purpose you have to enter the Date of birth, gender and Address.

Next enter the new password and again enter the password below then click on

Update Detail then you will get the message as You have successfully uploaded a

detail.


17/35

Document No:

Date:

Revision No:

Page: 17 of 35

Page

17


18/35

Document No:

Date:

Revision No:

Page: 18 of 35

Page

18

Sec 3: Funds Transfer

Sec 3.1 Equity Investment:

For transferring funds to equity trading account, click on equity investment then the

below page will be displayed. This can be used for derivative segment also.

Enter the amount and click on Pay Now then it will go to the corresponding bankwebsite as registered with WealthRays for Equities.


19/35

Document No:

Date:

Revision No:

Page: 19 of 35

Page

19

Enter your User Name and Password as provided by your bank

Transfer funds from your registered bank account to your trading account with

WealthRays.

If you want to transfer the amount for Equity account use only Equity Investment do

not use Commodity Investment.


20/35

Document No:

Date:

Revision No:

Page: 20 of 35

Page

20

Sec 3.2 Commodity Investment:

To transfer funds to commodity trading account, click on Commodity investment then

the below page will be displayed.

Enter the amount and click on Pay Now then the below page will be displayed.


21/35

Document No:

Date:

Revision No:

Page: 21 of 35

Page

21

Enter your account User Name and Password for funds transfer as provided by your

bank.

Transfer funds only from your registered bank account to your trading account with

WealthRays.

If you want to transfer the amount for Commodity account use only Commodity

Investment, do not use Equity Investment.


22/35

Document No:

Date:

Revision No:

Page: 22 of 35

Page

22

When you are trying to transfer the amount if your bank name is not in the Banks list

you will get error like below.


23/35

Document No:

Date:

Revision No:

Page: 23 of 35

Page

23

Sec 4: Subscribe Services:

Sec 4.1: Subscribed Services

Services that you have subscribed with WealthRays will appear in Subscribed services

section.


24/35

Document No:

Date:

Revision No:

Page: 24 of 35

Page

24

Sec 4.2 Subscribe New Service:

If you want to subscribe to any of our other services click on Subscribe New Service

then the below page will display

Once you subscribe for new service then it will appear in Subscribed Services section


25/35

Document No:

Date:

Revision No:

Page: 25 of 35

Page

25

Sec 5: Payment Information

Once payment is made for new service, details will be listed in Payment Information.


26/35

Document No:

Date:

Revision No:

Page: 26 of 35

Page

26

Sec 6: Service Article

If you have subscribed for specific service that are listed in new service section then

article about that service will be listed in Service Article.


27/35

Document No:

Date:

Revision No:

Page: 27 of 35

Page

27

Sec 7: Documents:

Sec 7.1: Upload Document:

Any document that you would like to share with WealthRays, upload document section

is useful. To upload any document, click on Upload Document then the below page will

be displayed

Enter the Document name, Upload document by choosing the file from your computer

and write note for Document. Click on Update Detail then the below page will bedisplayed.


28/35


29/35

Document No:

Date:

Revision No:

Page: 29 of 35

Page

29


30/35


31/35

Document No:

Date:

Revision No:

Page: 31 of 35

Page

31

NEFT transfer will be done at 4:30 pm from Monday to Friday.

If withdrawal request is received before 4.15 PM it will be processed on the same day.

If withdrawal request is received after 4.15 PM it will be processed on the next day.


32/35


33/35

Document No:

Date:

Revision No:

Page: 33 of 35

Page

33

Sec 7.3: Your Documents:

Documents that you have uploaded will be listed in Your Documents.


34/35

Document No:

Date:

Revision No:

Page: 34 of 35

Page

34

Sec 8: Logout

To log off from website click LOGOUT. You may also logout by selecting drop down

arrow next to your name at the right hand top corner of the page and click logout


35/35