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Welcome to Client Back Office Login User Guide. www.tseconline.comwww.tseconline.com Go to the Tsec website www.tseconline.com and click on the Online.

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Presentation on theme: "Welcome to Client Back Office Login User Guide. www.tseconline.comwww.tseconline.com Go to the Tsec website www.tseconline.com and click on the Online."— Presentation transcript:

1 Welcome to Client Back Office Login User Guide

2 Go to the Tsec website and click on the Online Accounts link on the right to access the backoffice client page. Go to the Tsec website and click on the Online Accounts link on the right to access the backoffice client page.

3 Accessing your accounts On the backoffice client page click on Access your updated accounts to go to the login page.

4 Download Java Virtual Machine Before login,please make sure that your machine has Java Virtual Machine Installed. To download Java Virtual Machine click on the download MSJVM link.

5 Saving the Zip file To install, first save the file on your computer and then open it.

6 Run the exe files Unzip and Run the msjavx86.exe and vb- setup.exe files given inside the folder.Once you have done this you are ready to access the Backoffice Login page.

7 Login In In the Backoffice Login page please type your 5 digit client id in the Username field & enter the password (By default your PAN ) and click on LOGIN In the Backoffice Login page please type your 5 digit client id in the Username field & enter the password (By default your PAN ) and click on LOGIN

8 Back Office Home Page Your Name & Client Id Upon login this is the main page from where you can access the following things: 1.Available cash margin and share margin details 2.Stocks kept in your account with us 3.Contract notes and Margin statement 4.Ledgers 5.Main menu Upon login this is the main page from where you can access the following things: 1.Available cash margin and share margin details 2.Stocks kept in your account with us 3.Contract notes and Margin statement 4.Ledgers 5.Main menu Client ID

9 View Contract Notes To view your the contract note, just click on the link and the contract note will open. Client ID Your Name Your Address Your PAN no.

10 Client Margin Report To view the margin report, just click on the link and the daily margin report will open. Client ID Your Name Your Address Your Name

11 Previous Contract Notes and margin reports Your Name & Client Id You can access previous contract notes and margin reports, select more from the main page and scroll through the past contract notes available. To download the contract notes, you have to first download the viewer from the link given and then download and open the contract notes.

12 Ledgers You can view the following ledgers from here: a.NSE Ledger b.NFO Ledger c.Combined Ledger (NSE & NFO) d.Customized Ledger You can view the following ledgers from here: a.NSE Ledger b.NFO Ledger c.Combined Ledger (NSE & NFO) d.Customized Ledger Your Name & Client Id

13 Customized Ledger In the main menu, you can access your custom ledger. Click on A/C Reports and then select ledger You can customize the ledger based on the time period, market segment, detailed ledger or brief ledger, and can use many other criterias. Your Name & Client Id

14 Ledger Viewing Once you select your criteria and select view, the ledger will open on the screen, where in you would be able to see all the details of transactions done by you within the selected period. Your Name & Client Id

15 Profit & Loss Statement for cash You can also view your trading profit and loss statement for a selected time period or scrip wise or any other criteria you wish to view. Select Trading Profit/Loss Statement from the A/C Reports menu and enter your criteria to view. You can also view your trading profit and loss statement for a selected time period or scrip wise or any other criteria you wish to view. Select Trading Profit/Loss Statement from the A/C Reports menu and enter your criteria to view. Your Name & Client Id

16 View Profit & Loss Statement for Cash Here you can view the profits or losses incurred for any particular trade or on a date or in a scrip. For example, here in this screen shot, the selected criteria was for a specific day for NSE Cash market trading done by the client. Here you can view the profits or losses incurred for any particular trade or on a date or in a scrip. For example, here in this screen shot, the selected criteria was for a specific day for NSE Cash market trading done by the client. Your Name & Client Id

17 F&O Profit & Loss Statement To view your profit and loss statement in the F&O segment, go to the FO Reports link and customize your view criteria. Your Name & Client Id

18 View F&O Profit & Loss Statement Here, your detailed profit/loss incurred in the F&O segment will be reflected along with any open positions you might be carrying till date. Your Name & Client Id

19 Demat Reports In this report you can view whether the share you purchased through us are kept in our Client Margin A/C or whether they have been transferred to your DP which you have linked with us. Your Name & Client Id Your DP A/C No. Through the demat reports link you can view all the transfers and hold back details done with your linked DP A/C.

20 Contract Notes through As per instructions from SEBI, we have started sending your contract notes to your id by Electronic Contract Notes (ECN). You can view the contract notes in your mailbox. If you wish to download them and save the ECNs in your computer, you need to download an exe file and run it before your can open and view the downloaded contract notes. To download the exe file, please visit our website and click on the link given on the website. As per instructions from SEBI, we have started sending your contract notes to your id by Electronic Contract Notes (ECN). You can view the contract notes in your mailbox. If you wish to download them and save the ECNs in your computer, you need to download an exe file and run it before your can open and view the downloaded contract notes. To download the exe file, please visit our website and click on the link given on the website.

21 For any further help please feel free to Call us at or Thank You. Wish you Happy Trading!


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