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Online Trading - Insta Plus Demo

Online Trading - Insta Plus


Demonstration

A Reliance Capital company


www.rsec.co.in (www.reliancemoney.com) – Insta Plus
http://www.rsec.co.in

Link to login to
your Insta Plus
trading account

A Reliance Capital company


Active User Login
INSTA PLUS LOGIN
PAGE

Enter User ID and


Password

Click “Login”

Enter Security
Token

View last login


date and time

A Reliance Capital company


New User Login

Password change required


on entering security key

Both Login password and


Transaction password must
be changed

Message on successful
password change

A Reliance Capital company


Trading Home Page

Click to go to Market Watch

Click to go to Market Watch


with streaming quotes

A Reliance Capital company


Market Watch

Step 1 Blank Market Watch


Click “Set MW” to start will be displayed when
the process of setting up no market watch has
a New Market Watch been created

A Reliance Capital company


Market Watch Name

Step 2
Click to open the “Create Step 3
Market Watch Page” and enter Enter Market
Market Watch Name Watch Name

Step 4
Click to go to “Add
Scrip” window

A Reliance Capital company


Add Scrip to Market Watch

Step 5
Select scrip & click on
the “Add>>” button to
move the scrip to the
“Selected” box. To add
multiple scrips at a time,
keep the Ctrl key
pressed and click on all
the scrips you wish to
select

Step 6 Note
After selecting the To change the available list
scrips, click “Add to of scrips:
Market Watch” •Select Exchange and / or
Settlement type and click
“Go”.
OR
•Enter part of the security
name in ‘Search Text’ field
and click “Go”.

A Reliance Capital company


View Market Watch

Shortcut links to Add/Delete Scrip, view Prices, Order Book, Trade Book, Positions, News

A Reliance Capital company


Order Entry

Products
CNC – 100% Cash margin on
buy orders and stock
balance required for sell
orders.
MIS –Intraday Margin trade.
Compulsory square-off.
Step 1 Step 2 NRML – TPLUS Margin
Select the Scrip in which Select Buy or Sell, Select product, Select Limit or Market. trade.
you wish to place an order Enter other order details and click “Submit”

A Reliance Capital company


Order Entry

Step 4
Order Acceptance
Confirmation by the Trading
System
(This is not the Exchange
Confirmation Number.
Please check Order Book for
Step 2 Exchange confirmation)
Please enter the transaction password
(required only for first order of the
session)

Step 3
Click Submit

A Reliance Capital company


Order Book

Check the status of the orders


placed by you in the order
book provided.

In case of rejected orders


please check the reason for
rejection in the Order book

A Reliance Capital company


Position Conversion

Step 1
Click on “Trade Book”

Step 3
Click on Position
Conversion

Step 2
Select the trade
which you wish to
convert

A Reliance Capital company


Position Conversion
Step 6
Confirmation message for
successful conversion
Step 4
Select the desired product

Step 5
Click “Convert
Position”

A Reliance Capital company


Check Position Conversion

Check Product Type in Trade


Book

Check Product in Position


Book

A Reliance Capital company


Ticker and Get Quote

Ticker Window

Shortcut to
“Get Quotes”
on Home Page

A Reliance Capital company


Transfer Funds

Click on the “Pay-in” link under


“Funds Transfer” tab to use the bank
payment gateway. Transfer funds
instantly to your trading account

A Reliance Capital company


Funds Withdrawal Request

Payout requests will be


Click on the “Payout” link under
processed at end of day. Payout
“Funds Transfer” tab to request a
requests will reduce the margin
payout
available for trading

A Reliance Capital company


Funds Withdrawal Request

Click on the “Transfer Status” link under “Funds Transfer” tab to


check the status of your Pay-in and Payout requests

A Reliance Capital company


RMS Limits

Click on the “Limits” link under


“Position” tab to view your
available balance and used
margin

A Reliance Capital company


Holdings

Click on the “Holdings” link


under “Position” tab to view
your available stock balance

A Reliance Capital company


User Profile

Click on the “User Profile” link


under “Account” tab to view
your account details.

A Reliance Capital company


Log Messages

Click on the “Get Log Message”


link under “Account” tab to
view all or filtered messages

A Reliance Capital company


Logout from Insta Plus

Click on “Logout” in order to log


out of your Insta Plus Trading
Account

Message for successful logout


from Insta Plus Trading
Account

A Reliance Capital company


Thank You
THANK YOU
For more details email us at:
customer.support@reliancemoney.co.in
or call us at 022 39886000

A Reliance Capital company

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