Presentation Transcript

1. Operational help and functionality

   Trustline – Online Trading

2. Software program Preliminary usage guidelines. The software is being provided for end use by investor clients and dealers to place orders on exchanges available as per user exchange registrations. Software for online trading is being provided for free but a valid user registration is required in this regard, contact your relationship manager for details. Various security measures for online trading is being in place to ensure correct communication and use by you, A valid mobile number and a email address of yours need to be registered with us for communicating your account credentials. Any change of your communication details should be updated with us. The software use will require internet connectivity and ports for connecting to our trading servers, please refer to troubleshooting guidelines for any connectivity problems. You may contact technical support by dialing us. - refer contact details in subsequent sections.
3. Featured sections
4. Section # I Pre-Requisites for software program.
5. Section # I Pre-Requisites for software program. 1] The software program will require internet connectivity and certain open ports for connecting to our trading servers, Generally these ports are open on default direct connections from various internet service providers. 2] However in certain cases like office firewall, Selective or Restricted internet usage policies in office environment or otherwise can cause failure of software connectivity. 3] In some domestic internet cases there could be problems related to signal strength or intermittent wired connectivity, please contact your service provider for alternatives. 4] Some internet providers may run locally on selective open port policies, if all is well with your internet connection and software engines still show connectivity problem, then you can contact technical support desk at us to diagnose a blocked port . You can speak to your internet service provider for such ports problem. 5] The software program is compatible for Operating systems like Windows (XP, VISTA, WIN7 etc) Ubuntu, Red Hat GUI, MAC. 6] Software windows version is available for download at our website, for MAC, Ubuntu or Red Hat Versions kindly write us at ibt@trustline.in quoting your client code.
6. Section # II Where to get the software.
7. Section # II Where to get the software. 1] Download current available software version from our website Download Section of ftp link as below. ftp://ftp.ibt.trustline.co.in/Versions/
8. Section # III Installing software on your computer.
9. Section # III Installing software on your computer. 1] Extract (Unzip) the software downloaded to local disk Extract the Zip file downloaded using your ZIP application like Winzip, Alzip etc. 2] Double click the EXE setup file to install the program in your computer. (You may need administrator privilege in case you are operating a user account.) Double click the extracted file to start the installation process.
10. Section # III Installing software on your computer. 3] As you initiate the installation process, you need to click “next” button wherever prompted and “I Accept” for terms and License agreement Select the “I accept ~” terms to proceed further Click the “Next” button wherever prompted during the installation.
11. Section # III Installing software on your computer. 4] Please fill your Computer User name and other details, you need to click “next” button wherever prompted. Fill your User name and Other details. Click the “Next” button wherever prompted during the installation.
12. Section # III Installing software on your computer. 5] Select the Complete Setup option, you need to click “next” button wherever prompted and Click “Install button” Select the “Complete” Option Click the “Next” button wherever prompted during the installation.
13. Section # III Installing software on your computer. 6] Installation in progress. Wait as the installation finishes
14. Section # III Installing software on your computer. 7] Click Finish button to exit the installation wizard. Installation finished, Software is ready for use. Select the “Finish” button.
15. Section # IV Registration and Online account credentials delivery.
16. Section # IV Registration and Online account credentials delivery. 1] Fresh registrations are accepted for both offline and online trading modes. 2] Please sign trading mode as “Online” if you wish to avail online trading facilities. 3] If you are an existing customer to us in offline trading mode and wish to avail “Online Trading facility” then you need to sign a document for converting your trading preference to Online, please contact your relationship manager for details. 4] Your online account details like username and passwords are delivered to you on your registered Email address and mobile number. 5] Login password is sent at your registered Mobile number. 6] Transaction password is sent at your email address, please check junk and spam folders apart from inbox as in some cases the mail might land in these folders. 7] You need to change your passwords at your first login. 8] Any change in mobile number or email address should be updated with us for trouble free access to your account. 9] After successful registration clients are provided with their login access details as above. 10] You can regenerate your lost or forgotten password by using forgot password link. 11] To use forgot password option you will require your USER ID, Email address, and Security Key ( Security key is an alpha numeric character unique for all clients and are communicated to client on their mobile number on demand.)
17. Section # IV Registration and Online account credentials delivery. Secure delivery of passwords. Login password Email Processing End Forgot Password option in software or Web. User ID Email D Security Key USER Transaction password SMS
18. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy).
19. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). 1] As you finish your software installation a desktop icon is created at your desktop for quick launch, Double click it to quick launch software. 2] Choose the “nestclient_internet” in the Load form drop down (For internet users) and click “Load” Button Subsequent to it click button “Launch Nest Trader”. Double click the icon to Launch the software. Click the Load button. Click Launch Nest trader button. Choose the “nestclient_internet” in the Load form.
20. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Software Login Window.
21. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Fill your Login Id here.
22. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Press the Go Button Fill your Login password received at your Mobile SMS. Press the Login button.
23. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Press the Login button.
24. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Please choose a “Secure Access Image” and click “Save”.
25. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Answer any five question and click “Save”
26. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Answer any five question and click “Save”
27. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). You will be prompted for password expired, and need for a change.
28. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Changing your password.. Put your old login password you received on your cell phone. Type your new password and confirm the same below. Password Change Help: Password should be a alpha – numeric character. Can include a special character also like @ # ! etc Last three password can not be same. Please refer complete guideline at password policy section.
29. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Success message on change of login password
30. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Changing your password.. Put your old transaction password you received on your Email id. Type your new password and confirm the same below. Password Change Help: Password should be a alpha – numeric character. Can include a special character also like @ # ! etc Last three password can not be same. Please refer complete guideline at password policy section.
31. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Logging in session progress, press continue button.
32. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Logged in session
33. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Create a group by writing a name like “ABC” and click button Add New. Added group gets listed in Available Groups pane.
34. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Choose your shares and contracts Click add after selecting to add in market watch.
35. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). After you “Save Groups” you can double click the Group name to load it. Click save groups once you are done adding contracts in your list.
36. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Loaded Market Watch picture Group ABC.
37. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Password Policies (Advices) What measures should you follow to protect your online user-id and password? Password Protection 1. Don’t write your passwords anywhere (Memorizing is the best option). 2. Don’t share your passwords with anyone. 3. Don’t share password over the telephone. 4. Say No to password forms on the internet. 5. Don’t use the "Remember Password" feature of application programs such as Internet Explorer or any other program. 6. Always use secure login where the web browser address starts with https:// rather than http:// 7. Report any suspicion of your password being broken to Information technology team at technology@trustline.in mentioning your user-id. 8. Avoid using generic words as part of password.
38. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). 9. Avoid using common words or reverse spelling of words in part of password. 10. Using login ID as password is a invalid attempt. 11. Never use parts of numbers easily remembered such as phone numbers. 12. Be careful about letting someone see you type password.
39. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Password Requirements: 1. Minimum Length - 8 characters 2. Maximum Length - 14 characters 3. Minimum complexity - No dictionary words included. Passwords should use three of four of the following four types of characters: 1. Lowercase 2. Uppercase 3. Numbers 4. Special characters such as !@#$%^&*(){}[] 4. Passwords are case sensitive and the user name or login ID is not case sensitive. 5. Password history – Last three unique passwords cannot be reused. 6. Maximum password age - 14 days Account gets locked after 3 failed login attempts
40. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). Do I get an alert when my password will expire? System uses to inform last logged in session Date time and days to password expiry. What are types of password I need to operate my account? There are two types of password (each of them expires at every 14 days of last change) Login Password (Meant for logging in to web site or Software, sent at mobile.), Transaction Password (Required Once a day every session of login for validating transaction) What Internet Security measures should I follow? (Specifically in Cyber Café’s) Sometimes your Login Id and passwords are saved at internet explorer page if it happens with you next time you observe follow the following steps as a corrective measure to ensure nothing is left unsecure for others to access your privilege account. I. Open Internet Explorer and click on (Tools -- > Internet Options -- > Content) II. Under (Personal Information), click on (Auto Complete) III. Uncheck (User names and passwords on forms) and click (Clear Passwords) IV. Click (OK)
41. Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy). What one should must know while logging in for the first time? Use virtual keyboard for entering the passwords over internet login page. It is mandatory for you to change your Login and transaction password when you login for the first time. If your password does not work then do not try the third attempt else it will lock the account in case of another failure. Using alphanumeric combination is always good for your new passwords. Changed password should not be same as the previous three used passwords. If you have tried with two wrong attempts do not try the third time, instead one should use Forget password link to regenerate a new one to avoid account lockout.
42. Section # VI Software Menus  - A small note on what is where ?
43. Section # VI Software Menus  - A small note on what is where ? Scrip Search and add bar – to Start press “Shift S” Market Depth / Snap Quote – to Start press “F6” or double click the scrip in MW
44. Section # VI Software Menus  - A small note on what is where ? Changing 2FA Questions.
45. Section # VI Software Menus  - A small note on what is where ? User Settings – general to receive messages like Pop-up and in log window.
46. Section # VI Software Menus  - A small note on what is where ? User Settings – Market watch settings. User Preference settings for Market watch colors.
47. Section # VI Software Menus  - A small note on what is where ? User Settings – Some Useful Order settings. Some Common and useful settings are ticked here, meaning are self explanatory.
48. Section # VI Software Menus  - A small note on what is where ? User Settings – RMS. Risk color matrix can be set like for 0.00 to 10.00 % MTM loss text in green further in Red and so on.
49. Section # VI Software Menus  - A small note on what is where ? Your ledger balance and other financial details are at RMS View Limits Section. Viewing your financials Shortcut key is Ctrl+Shift+V Select Option “Show All Clients” Limits and account balances are displayed here. Position if any will get displayed here.
50. Section # VI Software Menus  - A small note on what is where ? Your Holding balances, Collaterals and free DP holdings are listed here.. Viewing your Holdings - Shortcut Key “Alt F9”
51. Section # VI Software Menus  - A small note on what is where ? Global Standing position window : Admin positions : F11 Viewing your Positions at any point of time: Global View : Trades done by self or by dealers + Carried forward. Select Option “Show All Clients”
52. Section # VI Software Menus  - A small note on what is where ? Setting alerts on TWS (Work station) or Email notification. Set Alerts option enables you to get notified whenever the condition gets triggered. Can be set for stocks, indexes, or on [pending orders getting traded – from Set order alert.
53. Section # VI Software Menus  - A small note on what is where ? Fund transfer Gateway’s – Pay-in and Pay-out options. Funds Pay in gateway allows you to transfer funds using our gateway and get limits instantly. Banks available for validated transfer. (Banks keeps adding in list, check list on site option)
54. Section # VI Software Menus  - A small note on what is where ? Buy and Sell order forms. Buy order form – invoked with “F1” or + button in numeric keyboard. FORM COLOR: BLUE Sell order form – invoked with “F2” or -button in numeric keyboard. FORM COLOR: RED
55. Section # VI Software Menus  - A small note on what is where ? Order Book : Invoked with key F3 Open Orders Section, Section where orders are pending to be executed or sent. Completed Orders Section, where completed orders are listed like, traded, rejected, cancelled etc.
56. Section # VI Software Menus  - A small note on what is where ? Trade Book :Invoked with key F8 Trade book : shortcut key F8, lists all traded orders here. Lower section lists summary of list : like sum of buy quantity, buy value etc.
57. Section # VII Software and your account details – A look into reports available.
58. Section # VII Software and your account details – A look into reports available. Some Important Reports.
59. Section # VII Software and your account details – A look into reports available.
60. Section # VII Software and your account details – A look into reports available. [1] Admin Positions : Invoked with Key F11 [2] Presents a Global view of positions brought forward from previous trading session and day’s traded positions by clients, dealers, admins etc. [3] Report displays Net outstanding position on real time basis, click to refresh latest values on positions and MTM thereon. [4] Displays position on all exchanges combined. [5] Have options to list report on “Day wise” or “Net wise” option. [6] Have options to square off position by selecting scrip and choosing %age to square off. [7] Some Key columns in report are are (CF-carry forward Buy Sell Qty’s, Net Qty, Buy Avg Price, Sell Avg Price, BEP, MTM etc.)
61. Section # VII Software and your account details – A look into reports available. Click Get Position to refresh report. See as Net Wise or Day wise Square off Selected percentage option on nearest round figures in lots
62. Section # VII Software and your account details – A look into reports available.
63. Section # VII Software and your account details – A look into reports available. [1] RMS Limits : Invoked with Key Ctrl+Shift+V [2] Presents a Global view of Limit and finance view along with parallel positions window displaying booked and open positions (multi exchange). [3] Report displays Net outstanding position on real time basis, click to refresh latest values on positions and MTM thereon. [4] Displays Cash margin as ledger balance, collateral value, Funds pay in, and margin utilised in gross due to Carried forward futures or day’s trades plus MTM. [5] Contains level for multi exchange group display like in Equity and commodity there are separate limit levels. [6] Limit section is named Present values whereas Position window is named Present positions. [7] Some Key columns in report are are (Category, Level, Cash Margin Avlb, margin used, collateral value, Gross holdings, Span margin present, Pay in, Pay out, Realized and Unrealized MTM etc.)
64. Section # VII Software and your account details – A look into reports available. Com _level meant for limits in Commodity Segment Positions window Equity Level segment at ALL-ALL-ALL-ALL
65. Section # VII Software and your account details – A look into reports available.
66. Section # VII Software and your account details – A look into reports available. [1] Summarizes holding and collateral valuation on last traded price on real time basis. [2] Summarizes Holding quantity on Scrip name and BSE scrip code for parallel valuations from NSE and BSE parallel. [3] Displays Holdings and Haircut percentage applicable for collateral valuation. [4] The column field “Qty” displays holding in pool account, whereas “T1 Qty” displays depository account holdings. [5] The column “Used Qty” resembles quantity share of the scrip for which a trade has been done in CNC delivery product or an pending order is placed. [6] Simultaneous NSE LTP valuation and BSE LTP valuation columns help you get trades at best rates.
67. Section # VII Software and your account details – A look into reports available. Select your User code here and click button “Get Holdings” Haircut percentage applicable. LTP valuation from exchanges. Scrip holdings and quantity’s
68. Section # VII Software and your account details – A look into reports available.
69. Section # VII Software and your account details – A look into reports available. [1] Summarizes order book into two sections viz. “Open Orders” and “Closed Orders”. [2] Open Orders section lists orders which are of pending status at exchange or are in queue to be sent to exchange. [3] Lists orders with classification details like stop loss, limit, AMO, GTC, GTD etc. [4] On double click to a order it shows time stamp logs of timings when placed plus modification logs and attempts if any. [5] Every order in order book is time stamped and serial number is assigned to it locally and also from exchange as and when it is placed with exchange. [6] The Order book contains button to modify or cancel a pending order from open order book [7] Exit button is meant for exiting a position of SL-M trigger nature under CO at market rate.
70. Section # VII Software and your account details – A look into reports available. Tick the Display all Orders to list all orders. Open Orders Section Open Orders Section
71. Section # VII Software and your account details – A look into reports available.
72. Section # VII Software and your account details – A look into reports available. [1] Summarizes trades done from various entities like Investor clients Online, dealers, Admin. Call and trade etc. [2] All trades are tagged for original product chosen while placing orders like NRML, MIS, CNC others. [3] Trades listed can be filtered using “Ctrl+F” and by typing filter characters like exchange, product type etc. [4] The trade book has the option to convert the trades from one group to another using the Position Conversion button. [5] Advanced filter options on time and entity are available under “Filter Trades” button.
73. Section # VII Software and your account details – A look into reports available. Tick the Display all Orders to list all orders. Advanced filter option Simple filter for characters using “Control+F” key. Position conversion option from one product to another. Removes “Ctrl+F” filter option to all data.
74. Section # VIII Trading products available and various order types.
75. Section # VIII Trading products available and various order types.
76. Section # VIII Trading products available and various order types. Delivery Products : NRML [1] Delivery Product like NRML are meant for trading to carry forward positions, one can also do a square-off the outstanding position same anytime. [2] Blank selling is not allowed under NRML as being a delivery product in normal cases in cash segment of NSE, BSE, could be allowed on delivery slip and undertakings on exceptions, Allowed in cases of futures. [3] All carried forward and overnight outstanding position in futures are uploaded under NRML, so if you have carried some future outstanding like in NIFTY or in Gold , NRML is the product where you will be squaring off. Delivery Products : CNC [1] Delivery Product CNC is meant for trading in NSE, BSE for selling holdings, This product is also meant for buying trade to trade scrips. [2] No other segment except NSE, BSE in cash is allowed here.
77. Section # VIII Trading products available and various order types. Intraday Product : MIS [1] Intraday product like MIS are meant for trading intraday only and any outstanding position under this product type will be subject to square-off in last 15 minutes of normal trading session. One can also do a square-off the outstanding position same anytime. [2] Blank selling allowed under MIS as being a intraday product. [3] Segments allowed are allowed but are not meant for carrying forward outstanding, if you wish to carry forward some net position under MIS product then you shall convert it to NRML. Intraday Product : CO [1] Cover Order is a special order type for day trading where as the name resembles every trading buy or sell order is placed hand in hand with a stop loss order. [2] Outstanding trades are subject to square off, No conversion no carry forward allowed.
78. Section # VIII Trading products available and various order types. [3] Each cover order has got two legs, 1st Leg is for a BUY or Sell Decision. 2nd Leg is a auto for Stop loss for Leg1. [4] Leg 1 Trades at market. Can not be placed like a limit order. Linked with Leg 2, If for any reason Leg 1 gets rejected Leg 2 will not be placed. [5] Leg 2 Placed as SL-M (stop loss at market rate). Requires a trigger price for maximum loss for Leg 1. Linked with Leg 1, If for any reason Leg 1 gets rejected Leg 2 will not be placed. Based on trigger price for Leg 2, Margin required will be calculated.
79. Section # VIII Trading products available and various order types. Some facts on CO. 1] All Orders Placed by the user for the product “CO” (cover order) shall be a market order. 2] System would auto place an SL order at price specified while entering order. 3] Trigger price entered by the user for stop loss should be within this % from last rate defined in field Perc max. 4] Selective Contracts are allowed under this facility (Check with RMS equity for current available contracts). (Currently NIFTY, MINIFTY, BANKNIFTY, USDINR). 5] Trades under this facility can not be modified to any other trading product like NRML or MIS.
80. Section # VIII Trading products available and various order types. Some facts on CO. 6] Orders once placed under CO can't be cancelled and one need to book the profit or Loss to exit the position by selecting the Stop Loss Trigger Order and clickingexit button. (This will send CO SL Trigger order at market rate to exit position.) One can modify the Stop Losses as per his perception for risks within range subject to fund availability in his/her account). 7] A minimum %age which system should block is currently (0.5% of contract value + Cushion 0.075 % of contract value) stands currently around 1700/- per order as minimum required. 8] For CDS %age which system should block is currently (0.5% of contract value + Cushion 0.023 % of contract value) stands currently around 300/- per order as minimum required. 9] Profit or Loss for the day under CO product will be adjusted with limit Excluding Cushion Amount for days trading.
81. Section # VIII Trading products available and various order types. Some facts on CO. 10] The Amount blocked for an CO order will depend as higher of Minimum percentage defined or Value derived using difference between Stop loss price and Market price adjusted with Cushion. 11] Please note Once order is placed the second Leg of CO can not be cancelled, The lone option is EXIT button in Order Book to square at market rate (Stop Loss range can be modified within range subject to availability of fund) But in no circumstances positions under CO Product can be carried forward for next trading day irrespective of Clients margin.
82. Section # VIII Trading products available and various order types. Understand how CO works. Calculation for a buy cover order.
83. Section # VIII Trading products available and various order types. Comparison and features of products:
84. Section # VIII Trading products available and various order types. Order types: [1] Limit : Placed at a particular price. [2] Market : Placed at market price. [3] SL-L : Stop loss Limit order. [4] SL-M : Stop loss Market order. [5] AMO : After market order. [6] Spread order (2L). [7] Cover Order. [8] Basket order. [9] Order validity: GTC, GTD, IOC, DAY.
85. Section # IX Placing your first order with us – Know important terms.
86. Section # IX Placing your first order with us – Know important terms. Invoke a buy order form using key F1 or using + sign in keyboard. Fields and meaning: [1] Exchg-Seg: The segment in which the order will be placed like MCX, NSE. [2] Order Type: The nature of order like Limit price, Market price etc. [3] Symbol & Expiry: Picks from market watch itself. [4] Qty: Quantity you want to place order for. [5] Price: Price you want to trade at.
87. Section # IX Placing your first order with us – Know important terms. [6] Tr. Price: Trigger price is required in cases of stop loss orders. [7] Disc Qty: Disclosed quantity works on cash scrip's. [8] Prod Type: Product type like NRML, MIS, CNC as per delivery and intraday choice. [9] Validity: Order will be valid till Day, IOC, GTC, GTD etc. [10] Client ID: User code for client in which order will be placed. Invoke a sell order form using key F2 or using - sign in keyboard. All terms are same as above.
88. Section # IX Placing your first order with us – Know important terms. If Nifty is trading at 5400 and you want to take a stop loss of 25 Points i.e. 50*25=Rs.1250, then fill the Trigger price as 5375 Buy Cover Order form. Select client Trigger price range Choose trigger price from range specified. Finally click submit
89. Section # IX Placing your first order with us – Know important terms. If Nifty is trading at 5400 and you want to take a stop loss of 25 Points i.e. 50*25=Rs.1250, then fill the Trigger price as 5425 Sell Cover Order form. Select client Trigger price range Choose trigger price from range specified. Finally click submit
90. Section # IX Placing your first order with us – Know important terms. Placing an Buy After market order: Ctrl+F1 Placing an Sell After market order: Ctrl+F2
91. Section # IX Placing your first order with us – Know important terms. Basket order: Ctrl+B Add multiple order parameters here. You can export your list in csv and edit it add more like it using excel Helps you plan and place multiple orders in multiple contracts and codes in a single click Load a saved csv file
92. Section # IX Placing your first order with us – Know important terms. Spread order: Invoked by pressing F1 and F2 in an spread contract in market watch.
93. Section # X Online fund transfer and bank gateways – Pay-in and Pay-out.
94. Section # X Online fund transfer and bank gateways – Pay-in and Pay-out. Clients can now do a fund transfer from their registered bank accounts using their online banking services at our payment gateways to get instant credit in their trading account and trade at convenience. Navigate to “Secure Url : Payin menu” for fund transfer inwards. Navigate to “Secure Url : Payout menu” for fund transfer outwards. Please request a payout if your positions are not outstanding with us on leverage.
95. Section # X Online fund transfer and bank gateways – Pay-in and Pay-out. Choose your segment like Equity or commodity. Amount to transfer. Choose from the list of banks registered for you. Banks currently available, new banks keeps on adding plz see page for latest.
96. Section # X Online fund transfer and bank gateways – Pay-in and Pay-out. Select bank details and amount and click Submit Select the Segment you would like to do the transfer (Option1: Equity/Derv/Currency Option2: Commodity) Select the Bank account option (A list of accounts available will be displayed as per KYC details) Fill the amount which you would like to transfer to your trading account. Click on Submit button.
97. Section # X Online fund transfer and bank gateways – Pay-in and Pay-out. Next page is our banking gateway takes you to your selected banks page Next Page takes you to banking page where you need to authenticate the fund transfer transaction using your online bank credentials.
98. Section # X Online fund transfer and bank gateways – Pay-in and Pay-out. On successfully completing the transaction you will be prompted a reference number to the transaction and the amount will be credited to your trading account instantly. A simultaneous impact of successful transaction will increase your trading limit which is displayed in Pay-In column of limit reports. Please note following things while doing a fund transfer: [1] Do not close the page midway to the transaction; a successful transaction message is displayed at Trustline page when you complete a transaction. [2] Do not use back or Refresh buttons while you are transacting. On successfully completing the transaction you will be prompted a reference number to the transaction and the amount will be credited to your trading account instantly. A simultaneous impact of successful transaction will increase your trading limit which is displayed in Pay-In column of limit reports.
99. Section # X Online fund transfer and bank gateways – Pay-in and Pay-out. Read complete fund transfer steps at: ftp://ftp.ibt.trustline.co.in/Tutorials/Nest_Fund_Transfer.pdf In case you have submitted bank details which are not appearing as option: Write us stating the problem at ibt@trustline.in
100. Section # XI Troubleshooting guidelines.
101. Section # XITroubleshooting guidelines. Some self help guidelines. I am unable to receive password in my email address? Online trading user-id and Login passwords are sent to clients at their registered email addresses by default for the first time after registration is complete. In case if your email junk and spam settings treats or delete mails from trustline domain; please add and edit your email junk/spam/security settings to classify email id pwd@trustline.in as Secure/Not Spam. I forget my last password what should I do now? Get your password regenerated from forgot password option at trading page and in software also at forgot password link, Remember you need a private security key as PAN to use this feature, if you don’t have one write us at ibt@trustline.in.
102. Section # XITroubleshooting guidelines. What particulars are needed to use the Forget password option/link? One need his/her User Id (Upper Case), Security key in place of PAN Registered Email address (Lower Case) to use Forget password link. (Please refer Screenshot below)
103. Section # XITroubleshooting guidelines. I am getting OS error while I start my software? Errors of nature like ‘OS Error’ is due to poor or no connectivity of internet. The software program uses certain ports which may be blocked due to official IT policies at works place. Contact your Internet service provider for support; If your service provider tells you things as ok, please contact technical support trustline for analysis and support. Always load ‘nestclient_internet.ini’ while you start/initialize your software. I am getting error ‘invalid parameter’ or nest diagnostic's shows one of the indicators in ‘red’ while I start my software? This may be a local firewall or antivirus issue, If you are using Windows7 please reload ‘nestclient_internet.ini’ while startup.
104. Section # XITroubleshooting guidelines. Cleaning Compatibility files [2] Click on ‘find target’ or ‘open file location’ [3] Click compatibility files in software installed folder. [1]Right click on desktop shortcut
105. Section # XITroubleshooting guidelines. [4] Delete all files from compatibility folder of software. The view below is contents of compatibility files from virtual store in Windows7 – Delete all.
106. Section # XITroubleshooting guidelines. The software broadcast is not getting updated for all my MW scrip's and I am getting subscription exceeds limit error in message log? The case above is likely due to excess scrip's added above your limit allowed by us, kindly report us the error by writing us at ibt@trustline.in The solution is to further increase market watch scrip limits. My charts are not coming and data error ‘Data Unavailable’? The error is most likely due to incorrect date and time settings in your local computer, check AM/ PM also. Check time zone as GMT+5:30 Chennai, Kolkata, Mumbai, New Delhi.
107. Section # XII Security measures you must follow.
108. Section # XIISecurity measures you must follow. Safe Online Trading Tips (Advices) [1] Keep changing your Login and Transaction password on a regular basis. [2] Disable Auto Complete forms in internet explorer and clear all saved passwords. [3] Never select Auto fill option and save option for browsers. [4] Never Click on emails containing fake links which can be fake sites to capture your user ids and passwords. [5] Always use www.trustline.in manually typed to avoid any phishing attempts. [6] Never disclose your Account credentials like Email, PAN, Email passwords, Login or transaction passwords etc. to anyone including Trustline representatives. [7] Always close the browser window after log-off. [8] Trustline Support desk can be called for General and operational clarifications, one can contact the same at: Helpdesk (Central Customer Support Centre) B3 Sector 03 Noida; Uttar Pradesh 201301 Tel (O) Board: 0120 466 3333 Ext (Helpdesk) Email: helpdesk@trustline.in
109. Section # XIISecurity measures you must follow. Where should I report a suspicious email? Trustline Technology desk can be called for reporting Suspicious emails which demands your account credentials or is leading you to some fake site. Please report the same over phone at : Technology Department (ITD) B3 Sector 03 Noida; Uttar Pradesh 201301 Tel (O) Board: 0120 466 3333 Ext (IBT) Report suspicious emails and password theft over email at ibt@trustline.in & technology@trustline.in.
110. Section # XIII Escalation matrix.
111. Section # XIIIEscalation matrix. Escalate problems and issues.
112. Section # XIV Contact details.
113. Section # XIIIContact details. Contact details. Need to get in touch with us > Call us at 0120 466 3333 > Dial an extension for respective department > Take help from reception. > Helpdesk and Remote Support > 0120 466 3333 Ext Helpdesk > helpdesk@trustline.in
114. Section # XIIIContact details. Contact details. Trustline Securities Limited Trustline Commodities Pvt Ltd. # B 3 Sector 03 Noida; Uttar Pradesh 201301 Tel (O) Board: 0120 466 3333 Customer Support: (Helpdesk)- helpdesk@trustline.in Grievances: RDCC@trustline.in

115. Thank you