1. Mobile Trading Application

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

3. 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

4. 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)

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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)

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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
We are working on the IOS App which will be soon made available.
To know more please call :
Thank you for your patronage Happy Investing