Trustline – Online Trading

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”