Mobile Trading Application

IDBI Direct on your Phone The IDBI direct icon on your mobile phone. …. Touch and hold here to access Markets on mobile

IDBI Direct – How to login Enter Your login Id here Enter your password here Enter your Date of Birth here Touch here to access Markets after entering the log in credentials

Basic Features Your Name Your Name Here The Home Page Touch here to log out Touch here for main menu Various Menu Options available (elaboration follows)

Basic Settings Put the update to automatic (On) Touch and hold here for basic settings Touch here to change “Password” Set your trading preferences – primary choice of options

Select a segment (the one in Green shade is selected - Equity How to Search a Scrip Select a segment (the one in Green shade is selected - Equity Select the “Exchange” Enter a minimum of first four letter to search a scrip and then select from the drop down list

Creating / Modifying Watch list Touch and hold here to delete a scrip from the list Touch and hold here to create or modify any of the watch lists You will scrip LTPs and percentage and absolute prices changing automatically Touch and hold here to see scrip detail and buy and sell Touch and hold to create or modify scrip list any of the 3 watch lists (we chose WATCHLIST1 Touch and hold here to view the watchlist Touch and hold here to add a new scrip Touch and hold here to save changes made

Checking Limits and Funds Hold You can see your balance amount Details of your limits will be displayed Enter amount to hold Touch and hold here to check your limits Touch and hold here to hold funds Touch and hold here to Get your Bank Balance Touch and hold here to complete the process

How to Place Order and check details Click here to check the top 5 bids and offers Press here to Refresh Last traded Price Percentage and absolute price change Daily and 52 weeks High – Low for the scrip Click here to check the scrip’s future segment details Total traded volume of the scrip for the day Graphical depiction of the scrip price for the day Click here to initiate a “Buy” trade Press this to Go to earlier Screen Click here to add the scrip to one of the 3 market watch Click here to initiate a “Sell” trade

How to Place Order and check details Choose “Buy” or “Sell” – in this case we chose “Buy” Choose an appropriate “Order type” – we chose “Cash” Enter the “Quantity” Enter the “Price” – Enter “0” for “Market” order Enter the “Disclosed Quantity” Enter “Trigger Price” if you are placing a Stop Loss order Click here to Place Order Choose Order Validity – “Day” of “IOC” (Immediate or Cancel)

How to Place Order and check details An alert will indicate the amount of funds shortfall for the order to execute After checking details – Press here to confirm order Confirmation of Bank transaction Select a Bank The internal Order number will reflects here Action – “Buy” or “Sell” Select a Bank A/c Number Order Type Name of the Scrip Quantity to Buy or Sell Select “Submit” to complete Funds transfer / lien Disclosed Quantity if any Order type – in this case “Limit” indicating that a specific price is mentioned Price entered by you Click here to Lien mark funds Trigger Price entered by you in case of a Stop Loss order Press here Value of the order

Modification of an Order You will see a confirmation of Bank transaction You will see an order confirmation Choose the bank to call funds from Touch and Hold here to see details Choose the bank account to call funds from Order Status Order details Modify Order Quantity In case there is funds shortfall – you will see an alert Modify Order Price Get fresh quotes for the scrip Click here to take care of funds shortfall Choose “Order Book” to see the orders placed and their status Recheck the order details and confirm Touch and hold here to complete the order Touch and Hold here to complete modification of order Touch and hold here to cancel the displayed unexecuted order Touch and hold here to modify the displayed unexecuted order Touch here to complete process

Checking Open Positions Touch and hold here to the details and option to square off the position Touch and hold here to see your Margin Positions in cash and derivatives Touch and hold here to see the product wise filter

Checking Demat Holding Touch and hold here to see the details, lien mark and buy and sell Touch and hold here to check your demat balance

Lien marking Demat Holding Total Valuation of total demat holding Quantity of Securities held Quantity held - LTP Scrip Name and face value Scrip ISIN Number Valuation of scrip holding Scrip quantity already on hold Touch and hold here to “Hold” security Scrip LTP Touch and hold here to see details Touch and hold here to complete the process Value of the Scrip holding Touch and hold to initiate a “Sell” Trading Segment Touch and hold to initiate a “Buy” On the main menu touch and hold here to see limits against stocks collateral Scrip Quantity available for hold marking Nature of hold – Cash or Collateral – we chose “Collateral” Filter stocks for a demat account in case multiple demat accounts available Enter the Quantity to hold

Thank you for your patronage Happy Investing The Application is feature rich allowing complete flexibility What we highlighted are some of the basic features of the App All the Menus in the App are intuitive and fairly simple to use. All the action flows are logical. Please explore the App to make the most of it. You may download the Android App from https://play.google.com/store/search?q=idbidirect&hl=en We are working on the IOS App which will be soon made available. To know more please call : 1800 2233 66 Thank you for your patronage Happy Investing