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Trustline online trading

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  1. Trustline online trading

    Web based
  2. Visiting our trading web page for the first time ?
  3. Registration and account details. 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.)
  4. Registration and account details. 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
  5. Login for the first time. Once you have received your online trading account details like User-id, Login password andTransaction password, you can login our web trading page as shown below. Please fill your login id here and click submit
  6. Login for the first time. As you enter your login id, you will be taken to a different page where you need to enter your login password which you have received at your mobile number as a sms and click the “Login button”. (below is the sample screen) Please enter your login password and click login. After you put your correct password and click login you will be directed to a different page where you are required to choose one security image, (to be displayed for selection in later login requests) kindly select one and click the button save. (below is the sample screen) Please choose your Secure access image and click save.
  7. Login for the first time. As you save your secure access image you have finished step 1 of 2 factor security access and step 2 requires you to answer any 5 security questions answer out of which random 2 will be required to answer in later login sessions, Whatever answer you type for the questions will be case sensitive so mind taking a note while you type capital and small letters. (below is the sample screen) Answer any five questions and click save
  8. Login for the first time. As you save your answers for security question, you will be prompted for a password expiry message and change of password is required. (below is the sample screen) The next screen prompts for a password change window and you need to fill fields like old password (login received at mobile sms) and transaction password (received at email address) to choose a fresh password set. (below is the sample screen) Fill your old login password received as SMS Similarly do the process for transaction password received at email. Fill a new password (mix of alphabets and numbers) At least 8 characters long. Fill a new password (mix of alphabets and numbers) At least 8 characters long. Confirm the above new login password. After you fill all click change
  9. Login for the first time. As you hit change button you will be prompted for a successful or failed password change process in a message box . If successfully changed you will see this message box. (below is the sample screen) New password change 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
  10. Logged in page. “Click and refresh” market watch (Ideal for low bandwidth sites) Various Menu bars. JAVA based Market watch for Live streaming rates. Live News, Tips, Messages from Server.
  11. Creating a Market watch. Click “Click and refresh” market watch As you click Market watch link below screen will appear, please click “SET MW” button to create a market watch (below is the sample screen) Click “Set MW” to create a market watch
  12. Creating a Market watch. As you click Set MW a pop up page appears where you can create and manage existing and new market watchs (below is the sample screen) Click “Create MW” to create new. Once you click “Create MW” you are taken to a page to define the “Market watch name (see screenshot here) type a name and click a button “Create”
  13. Creating a Market watch. As you define the name you are taken to add stocks and contracts into your market watch (below is the sample screen) Select your exchange and add stocks and futures you want to see and trade. Once you are done adding contracts And securities into your MW per exchange Click on “Add to MW” button – a message Will be displayed like “Task Successfully Completed”
  14. Creating a Market watch. Once you are done adding securities your Market watch screen looks like this (below is the sample screen) Buy and sell form Stocks and futures you just added
  15. Buying and Selling – Click and refresh MW. How to invoke a buy or sell order form from market watch (below is the sample screen) Click on the stocks radio button which You want to buy or sell. Buy and sell form loads as per your selection Click submit after filling Qty and price Press submit to send order to exchange.
  16. Order Form Details - Sell. What particulars you need to fill in an order form. (below is the sample screen) Choose “Buy” or “Sell” and price type as “Limit”, “Market” or “Stop loss” Choose Product MIS – for Intraday NRML – for Delivery CNC – Holding Sell Exchange and contract loads automatically If you select from Market watch Screen itself. Choose Quantity you want to trade In this example we are placing a selling Order of 150 Qty at a limit price. Choose disclosed quantity if you wish to Disclose a certain volume only. Check for minimum percentage also. Fill the price you want to place the order and submit . If you are not familiar with order types like Limit, Market and SL, please see details in later slides. Check Product type NRML, MIS, CNC and CO features in trading product explained slides.
  17. Order Form Details - Buy. What particulars you need to fill in an order form. (below is the sample screen) Choose “Buy” or “Sell” and price type as “Limit”, “Market” or “Stop loss” Choose Product MIS – for Intraday NRML – for Delivery CNC – Holding Sell Exchange and contract loads automatically If you select from Market watch Screen itself. Choose Quantity you want to trade In this example we are placing a buying Order of 150 Qty at a limit price. Choose disclosed quantity if you wish to Disclose a certain volume only. Check for minimum percentage also. Fill the price you want to place the order and submit . If you are not familiar with order types like Limit, Market and SL, please see details in later slides. Check Product type NRML, MIS, CNC and CO features in trading product explained slides.
  18. Order types What various order types are available? Order type: Limit In this order type you define a particular price at which you would like do the trade, if the price is available in the market the order gets traded and you will receive a notification about the same in trade book and in log messages also, and in case if the price is not available the order gets stored in passive order book of exchange awaiting the price. Order type: Market In this order type you place a buy or sell order without defining a price and you let your trade at whatever best price is available in market at that moment. Order type: Stop loss limit(SL-L) In this order type after you created a position or for a holding position where you want to restrict future probable losses and want to contain a cap on the risk side, you define a trigger price on the contrary side to profit at which you would like to trade/exit your positions, as this being a stop loss limit order you also need to define price at which your order becomes active in exchange after the defined trigger price is breached. Please keep your “price” and “trigger price” at some difference which is justified with the price volatility. For a Sell Stop loss limit order “Trigger price” should be greater then “price”. For a Buy Stop loss limit order “Trigger price” should be less then “price”. Order type: Stop loss market(SL-M) In this order type the price field is disabled and there is only “trigger price” field active rest is same as SL-L, The only difference is if the trigger price is breached the order gets active for a market order i.e the order goes to find a trade at whatever best rate is there in market.
  19. Order types Order types Snap-shot [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.
  20. Trading products What various trading products types are available?
  21. Trading products Delivery products defined 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 scrip's. [2] No other segment except NSE, BSE in cash is allowed here.
  22. Trading products Intraday products defined 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. [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.
  23. Trading products Intraday products defined [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.
  24. Trading products 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. 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.
  25. Trading products 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.
  26. Trading products Understand how CO works. Calculation for a cover order.
  27. Trading products features compared Comparison and features of products:
  28. Reports Available – Order Book. This report lists all orders punched by you and on your behalf by dealers, Go to Trade menu and select “Order Book”, This will open another web page which will have all sort of filtering option for orders placed during the day. The order book will have option to select open and pending orders and do a modification and cancellation request. (below is the sample screen). Select Order book to see a complete listof orders in various exchanges.
  29. Reports Available – Trade Book. This report lists all trades done by you and on your behalf by dealers, Go to Trade menu and select “Traded Orders”, This will open another web page which will have all sort of filtering option for trades done during the day. The trade book will have option to select and do a position conversion from one trading product to another. (below is the sample screen). Select Traded Orders to see a complete listof trades done in various exchanges.
  30. Reports Available – Position Book. This report summarizes positions in net done by you and on your behalf by dealers, This report can be filtered as DAYWISE report where only day trades are displayed in net , Second option is NETWISE where all carried forward positions are also included for display. Go to “Position” menu and select “Positions”, This will open another web page which will have all sort of filtering option for positions. The position book will have option to select and see positions for a particular product type. (below is the sample screen). Select Positions to see all positions.
  31. Reports Available – Limits. This report is available under positions menu, on click a separate pop up page gets displayed for selection of respective segment like Equity/Derivatives/Currency or Commodity. Please select the respective segment and click “Go” (below is the sample screen). Ordered view of Ledger balance, Collateral value and margin utilization etc. Select Segment and click go.
  32. Fund transfers : Pay-in & Pay-out. Doing a fund transfer to start trading or meet margin requirement in your trading account is much easier using our payment gateway services. Please do verify you are able to see all your bank records registered with us in available bank account details list in Pay-in and Pay-out pages. You can write us in case you find trouble finding your bank account details on the page : write us stating your code and query at ibt@trustline.in. You can also get your changed or new bank accounts with us anytime using KYC update form available online at our website, (the new bank update will be visible once your request letter is successfully processed at our records). (below is the sample screen). See previous fund transaction history. Select Pay-in to transfer funds from your Bank account to your trading account. Request a Pay out from your trading account to your Bank account.
  33. Fund transfers : Pay-in As you select to do a fund transfer from your bank account to your trading account, You will be prompted to select the segment you would like to do a transfer, As you do a selection of segment like Equity or commodity you will be required to select from a list of available banks listed and finally the amount you would like to transfer. (below is the sample screen). Select Segment vizEquity or Commodity. After that Select your Bank A/c & Amount to transfer
  34. Fund transfers : Pay-in As you click submit the page allots you a reference number to your pay-in request and takes you to your selected banking gateway where you will be required to authorize using your Net banking credentials. As you finish your transaction you will be prompted for a success or failure message and subsequent entry will be posted in limits view in pay-in column. (below is the sample screen). You need to use your Online bank credentials to validate the transfer, After you successfully complete the Transaction you will be able to see the amount in Pay-in column of Limits Report.
  35. Fund transfers : Pay-out Request a pay-out from your trading account using our payment gateway services. Just select your trading account segment and choose your bank account and amount and press submit. (below is the sample screen). You need to use your Online bank credentials to validate the transfer, After you successfully complete the Transaction you will be able to see the amount in Pay-in column of Limits Report.
  36. Fund transfers : Pay-out Request a pay-out from your trading account using our payment gateway services. Just select your trading account segment and choose your bank account and amount and press submit. (below is the sample screen). You need to use your Online bank credentials to validate the transfer, After you successfully complete the Transaction you will be able to see the amount in Pay-in column of Limits Report.
  37. 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
  38. JAVA Based Streaming Quotes @ Web TradeXpress
  39. TradeXpress – Requires Java This feature of watching streaming rates is available at TraeXpress Window, you will require JAVA installed on your computer for using this feature otherwise the window will not load. Invoke the TradeXpress window by clicking the page hyperlink as displayed in circled red. (below is the sample screen). Click at either of the links and the TradeXpress Window will be invoked. In case you are not able to view the Hyperlink Then kindly write us stating your Client code at ibt@trustline.in .
  40. TradeXpress – Requires Java In case your computer is not having a installed version of java the page will direct you to JAVA home page where a distributed latest vetrsion will be available for installation, Install JAVA and trust the publisher prompt while the TradeXpress page initialize the JAVA use. (below is the sample screen). Loaded TradeXpress Window.
  41. TradeXpress – What is where In case your computer is not having a installed version of java the page will direct you to JAVA home page where a distributed latest version will be available for installation, Install JAVA and trust the publisher prompt while the TradeXpress page initialize the JAVA use. (below is the sample screen). Change a different market watch. Choose a action like buy, sell, order book etc all action has a shortcut key Assigned, check menu list. Add a new script in market watch. Buy and sell streaming rates at real time.
  42. TradeXpress – Buy and Sell Order form Fill Quantity and price for the order Choose a product and click SUBMIT Script loads from selected security from Market watch
  43. TradeXpress – Holding report.
  44. TradeXpress – Confirmation message as you place a order.
  45. TradeXpress – Order Book. This report lists all orders punched by you and on your behalf by dealers, Go to Trade menu and select “Order Book”, This will open another web page which will have all sort of filtering option for orders placed during the day. The order book will have option to select open and pending orders and do a modification and cancellation request. (below is the sample screen).
  46. TradeXpress – Trade Book. This report lists all trades done by you and on your behalf by dealers, Go to Trade menu and select “Traded Orders”, This will open another web page which will have all sort of filtering option for trades done during the day. The trade book will have option to select and do a position conversion from one trading product to another. (below is the sample screen).
  47. TradeXpress – Position Book. This report summarizes positions in net done by you and on your behalf by dealers, This report can be filtered as DAYWISE report where only day trades are displayed in net , Second option is NETWISE where all carried forward positions are also included for display. Go to “Position” menu and select “Positions”, This will open another web page which will have all sort of filtering option for positions. The position book will have option to select and see positions for a particular product type. (below is the sample screen). Choose Day-Wise or Net-Wise Net Quantity and M2M (Mark to Market)
  48. Logging Off your session. While leaving the web-page never forget to Sign out the session by clicking “Log Off” (below is the sample screen). Click the hyperlink to “Log off”
  49. 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
  50. 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
  51. Thank you