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Operational help and functionality. Preliminary usage guidelines. The software is being provided for end use by investor clients and dealers to place.

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Presentation on theme: "Operational help and functionality. Preliminary usage guidelines. The software is being provided for end use by investor clients and dealers to place."— Presentation transcript:

1 Operational help and functionality

2 Preliminary usage guidelines. The software is being provided for end use by investor clients and dealers to place orders on exchanges available as per user exchange registrations. Software for online trading is being provided for free but a valid user registration is required in this regard, contact your relationship manager for details. Various security measures for online trading is being in place to ensure correct communication and use by you, A valid mobile number and a address of yours need to be registered with us for communicating your account credentials. Any change of your communication details should be updated with us. The software use will require internet connectivity and ports for connecting to our trading servers, please refer to troubleshooting guidelines for any connectivity problems. You may contact technical support by dialing us. - refer contact details in subsequent sections.

3 SectionFeatures illustrated IPre-Requisites for software program. IIWhere to get the software. IIIInstalling software on your computer. IVRegistration and Online account credentials delivery. VLogging in for the first time – Changing password and setting 2FA Questions (Password policy). VISoftware Menus - A small note on what is where ? VIISoftware and your account details – A look into reports available. VIIITrading products available and various order types. IXPlacing your first order with us – Know important terms. XOnline fund transfer and bank gateways – Pay-in and Pay-out. XITroubleshooting guidelines XIISecurity measures you must follow. XIIIEscalation matrix XIVContact details.

4 Section # I Pre-Requisites for software program.

5 1]The software program will require internet connectivity and certain open ports for connecting to our trading servers, Generally these ports are open on default direct connections from various internet service providers. 2]However in certain cases like office firewall, Selective or Restricted internet usage policies in office environment or otherwise can cause failure of software connectivity. 3]In some domestic internet cases there could be problems related to signal strength or intermittent wired connectivity, please contact your service provider for alternatives. 4]Some internet providers may run locally on selective open port policies, if all is well with your internet connection and software engines still show connectivity problem, then you can contact technical support desk at us to diagnose a blocked port. You can speak to your internet service provider for such ports problem. 5]The software program is compatible for Operating systems like Windows (XP, VISTA, WIN7 etc) Ubuntu, Red Hat GUI, MAC. 6]Software windows version is available for download at our website, for MAC, Ubuntu or Red Hat Versions kindly write us at quoting your client

6 Section # II Where to get the software.

7 1]Download current available software version from our website Download Section of ftp link as below. ftp://ftp.ibt.trustline.co.in/Versions/

8 Section # III Installing software on your computer.

9 1]Extract (Unzip) the software downloaded to local disk 2]Double click the EXE setup file to install the program in your computer. (You may need administrator privilege in case you are operating a user account.) Extract the Zip file downloaded using your ZIP application like Winzip, Alzip etc. Double click the extracted file to start the installation process.

10 3]As you initiate the installation process, you need to click “next” button wherever prompted and “I Accept” for terms and License agreement Select the “I accept ~” terms to proceed further Click the “Next” button wherever prompted during the installation.

11 4]Please fill your Computer User name and other details, you need to click “next” button wherever prompted. Fill your User name and Other details. Click the “Next” button wherever prompted during the installation.

12 5]Select the Complete Setup option, you need to click “next” button wherever prompted and Click “Install button” Select the “Complete” Option Click the “Next” button wherever prompted during the installation.

13 6]Installation in progress. Wait as the installation finishes

14 7]Click Finish button to exit the installation wizard. Select the “Finish” button. Installation finished, Software is ready for use.

15 Section # IV Registration and Online account credentials delivery.

16 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 address and mobile number. 5]Login password is sent at your registered Mobile number. 6]Transaction password is sent at your 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 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, 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.)

17 Transaction password SMS Login password Processing End USER Secure delivery of passwords. Forgot Password option in software or Web. User ID D Security Key

18 Section # V Logging in for the first time – Changing password and setting 2FA Questions & (Password policy).

19 1]As you finish your software installation a desktop icon is created at your desktop for quick launch, Double click it to quick launch software. 2]Choose the “nestclient_internet” in the Load form drop down (For internet users) and click “Load” Button Subsequent to it click button “Launch Nest Trader”. Double click the icon to Launch the software. Choose the “nestclient_internet” in the Load form. Click the Load button. Click Launch Nest trader button.

20 Software Login Window.

21 Fill your Login Id here.

22 Press the Go Button Fill your Login password received at your Mobile SMS. Press the Login button.

23

24 Please choose a “Secure Access Image” and click “Save”.

25 Answer any five question and click “Save”

26

27 You will be prompted for password expired, and need for a change.

28 Put your old login password you received on your cell phone. Changing your password.. Type your new password and confirm the same below. Password Change Help: Password should be a alpha – numeric character. Can include a special character also # ! etc Last three password can not be same. Please refer complete guideline at password policy section. Password Change Help: Password should be a alpha – numeric character. Can include a special character also # ! etc Last three password can not be same. Please refer complete guideline at password policy section.

29 Success message on change of login password

30 Put your old transaction password you received on your id. Changing your password.. Type your new password and confirm the same below. Password Change Help: Password should be a alpha – numeric character. Can include a special character also # ! etc Last three password can not be same. Please refer complete guideline at password policy section. Password Change Help: Password should be a alpha – numeric character. Can include a special character also # ! etc Last three password can not be same. Please refer complete guideline at password policy section.

31 Logging in session progress, press continue button.

32 Logged in session

33 Create a group by writing a name like “ABC” and click button Add New. Added group gets listed in Available Groups pane.

34 Choose your shares and contracts Click add after selecting to add in market watch.

35 Click save groups once you are done adding contracts in your list. After you “Save Groups” you can double click the Group name to load it.

36 Loaded Market Watch picture Group ABC.

37 Password Policies (Advices) What measures should you follow to protect your online user-id and password? Password Protection 1. Don’t write your passwords anywhere (Memorizing is the best option). 2. Don’t share your passwords with anyone. 3. Don’t share password over the telephone. 4. Say No to password forms on the internet. 5. Don’t use the "Remember Password" feature of application programs such as Internet Explorer or any other program. 6. Always use secure login where the web browser address starts with https:// rather than 7. Report any suspicion of your password being broken to Information technology team at mentioning your user-id. 8. Avoid using generic words as part of password.

38 9. Avoid using common words or reverse spelling of words in part of password. 10. Using login ID as password is a invalid attempt. 11. Never use parts of numbers easily remembered such as phone numbers. 12. Be careful about letting someone see you type password.

39 Password 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

40 Do I get an alert when my password will expire? System uses to inform last logged in session Date time and days to password expiry. What are types of password I need to operate my account? There are two types of password (each of them expires at every 14 days of last change) Login Password (Meant for logging in to web site or Software, sent at mobile.), Transaction Password (Required Once a day every session of login for validating transaction) What Internet Security measures should I follow? (Specifically in Cyber Café’s) Sometimes your Login Id and passwords are saved at internet explorer page if it happens with you next time you observe follow the following steps as a corrective measure to ensure nothing is left unsecure for others to access your privilege account. I. Open Internet Explorer and click on (Tools -- > Internet Options -- > Content) II. Under (Personal Information), click on (Auto Complete) III. Uncheck (User names and passwords on forms) and click (Clear Passwords) IV. Click (OK)

41 What one should must know while logging in for the first time? Use virtual keyboard for entering the passwords over internet login page. It is mandatory for you to change your Login and transaction password when you login for the first time. If your password does not work then do not try the third attempt else it will lock the account in case of another failure. Using alphanumeric combination is always good for your new passwords. Changed password should not be same as the previous three used passwords. If you have tried with two wrong attempts do not try the third time, instead one should use Forget password link to regenerate a new one to avoid account lockout.

42 Section # VI Software Menus - A small note on what is where ?

43 Scrip Search and add bar – to Start press “Shift S” Market Depth / Snap Quote – to Start press “F6” or double click the scrip in MW

44 Changing 2FA Questions.

45 User Settings – general to receive messages like Pop-up and in log window.

46 User Settings – Market watch settings. User Preference settings for Market watch colors.

47 User Settings – Some Useful Order settings. Some Common and useful settings are ticked here, meaning are self explanatory.

48 User Settings – RMS. Risk color matrix can be set like for 0.00 to % MTM loss text in green further in Red and so on.

49 Your ledger balance and other financial details are at RMS View Limits Section. Viewing your financials Shortcut key is Ctrl+Shift+V Viewing your financials Shortcut key is Ctrl+Shift+V Select Option “Show All Clients” Limits and account balances are displayed here. Position if any will get displayed here.

50 Your Holding balances, Collaterals and free DP holdings are listed here.. Viewing your Holdings - Shortcut Key “Alt F9”

51 Global Standing position window : Admin positions : F11 Viewing your Positions at any point of time: Global View : Trades done by self or by dealers + Carried forward. Select Option “Show All Clients”

52 Setting alerts on TWS (Work station) or notification. Set Alerts option enables you to get notified whenever the condition gets triggered. Can be set for stocks, indexes, or on [pending orders getting traded – from Set order alert.

53 Fund transfer Gateway’s – Pay-in and Pay-out options. Funds Pay in gateway allows you to transfer funds using our gateway and get limits instantly. Banks available for validated transfer. (Banks keeps adding in list, check list on site option)

54 Buy and Sell order forms. Buy order form – invoked with “F1” or + button in numeric keyboard. FORM COLOR: BLUE Sell order form – invoked with “F2” or - button in numeric keyboard. FORM COLOR: RED

55 Order Book : Invoked with key F3 Open Orders Section, Section where orders are pending to be executed or sent. Completed Orders Section, where completed orders are listed like, traded, rejected, cancelled etc.

56 Trade Book :Invoked with key F8 Trade book : shortcut key F8, lists all traded orders here. Lower section lists summary of list : like sum of buy quantity, buy value etc.

57 Section # VII Software and your account details – A look into reports available.

58 Some Important Reports. Admin positions: F11 RMS Limits : Ctrl + Shift + V Holding and Collateral : Shift F9 Order Book : F3 Trade Book : F8

59 Admin positions: F11

60 [1]Admin Positions : Invoked with Key F11 [2]Presents a Global view of positions brought forward from previous trading session and day’s traded positions by clients, dealers, admins etc. [3]Report displays Net outstanding position on real time basis, click to refresh latest values on positions and MTM thereon. [4]Displays position on all exchanges combined. [5]Have options to list report on “Day wise” or “Net wise” option. [6]Have options to square off position by selecting scrip and choosing %age to square off. [7]Some Key columns in report are are (CF-carry forward Buy Sell Qty’s, Net Qty, Buy Avg Price, Sell Avg Price, BEP, MTM etc.)

61 See as Net Wise or Day wise Click Get Position to refresh report. Square off Selected percentage option on nearest round figures in lots

62 RMS Limits : (Ctrl + Shift +V)

63 [1]RMS Limits : Invoked with Key Ctrl+Shift+V [2]Presents a Global view of Limit and finance view along with parallel positions window displaying booked and open positions (multi exchange). [3]Report displays Net outstanding position on real time basis, click to refresh latest values on positions and MTM thereon. [4]Displays Cash margin as ledger balance, collateral value, Funds pay in, and margin utilised in gross due to Carried forward futures or day’s trades plus MTM. [5]Contains level for multi exchange group display like in Equity and commodity there are separate limit levels. [6]Limit section is named Present values whereas Position window is named Present positions. [7]Some Key columns in report are are (Category, Level, Cash Margin Avlb, margin used, collateral value, Gross holdings, Span margin present, Pay in, Pay out, Realized and Unrealized MTM etc.)

64 Com _level meant for limits in Commodity Segment Equity Level segment at ALL-ALL-ALL-ALL Positions window

65 Holding and Collateral : Shift F9

66 [1]Summarizes holding and collateral valuation on last traded price on real time basis. [2]Summarizes Holding quantity on Scrip name and BSE scrip code for parallel valuations from NSE and BSE parallel. [3]Displays Holdings and Haircut percentage applicable for collateral valuation. [4]The column field “Qty” displays holding in pool account, whereas “T1 Qty” displays depository account holdings. [5]The column “Used Qty” resembles quantity share of the scrip for which a trade has been done in CNC delivery product or an pending order is placed. [6]Simultaneous NSE LTP valuation and BSE LTP valuation columns help you get trades at best rates.

67 Select your User code here and click button “Get Holdings” Haircut percentage applicable. Scrip holdings and quantity’s LTP valuation from exchanges.

68 Order Book : F3

69 [1]Summarizes order book into two sections viz. “Open Orders” and “Closed Orders”. [2]Open Orders section lists orders which are of pending status at exchange or are in queue to be sent to exchange. [3]Lists orders with classification details like stop loss, limit, AMO, GTC, GTD etc. [4]On double click to a order it shows time stamp logs of timings when placed plus modification logs and attempts if any. [5]Every order in order book is time stamped and serial number is assigned to it locally and also from exchange as and when it is placed with exchange. [6]The Order book contains button to modify or cancel a pending order from open order book [7]Exit button is meant for exiting a position of SL-M trigger nature under CO at market rate.

70 Tick the Display all Orders to list all orders. Open Orders Section

71 Trade Book : F8

72 [1]Summarizes trades done from various entities like Investor clients Online, dealers, Admin. Call and trade etc. [2]All trades are tagged for original product chosen while placing orders like NRML, MIS, CNC others. [3]Trades listed can be filtered using “Ctrl+F” and by typing filter characters like exchange, product type etc. [4]The trade book has the option to convert the trades from one group to another using the Position Conversion button. [5]Advanced filter options on time and entity are available under “Filter Trades” button.

73 Tick the Display all Orders to list all orders. Advanced filter option Simple filter for characters using “Control+F” key. Position conversion option from one product to another. Removes “Ctrl+F” filter option to all data.

74 Section # VIII Trading products available and various order types.

75 Delivery Products CNC – Cash and Carry NRML – Normal Intraday Products MIS – Margin Intraday square off CO – Cover Order

76 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 scrips. [2]No other segment except NSE, BSE in cash is allowed here.

77 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.

78 [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. [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.

79 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.

80 Some facts on CO. 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 clicking exit 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 % 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 % 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.

81 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.

82 Calculation for a buy cover order. Understand how CO works.

83 Comparison and features of products: ExchangeActionsDelivery Product 1Delivery Product 2Intraday Product 1Intraday Products 2 NRMLCNCMISCO NSE - CashFresh Buy YES (Multiplier Available see RMS Approved list)YES (100% Upfront) YES (Multiplier available - Subject to square off within day trading)Not allowed NSE - CashBlank SellNot allowed YES (Multiplier available - Subject to square off within day trading)Not allowed BSE - CashFresh Buy YES (Multiplier Available see RMS Approved list)YES (100% Upfront) YES (Multiplier available - Subject to square off within day trading)Not allowed BSE - CashBlank SellNot allowed YES (Multiplier available - Subject to square off within day trading)Not allowed Holding and DP StocksSell DeliveriesNot allowedYES (100% Payout)Not allowed NSE - F&O & CDSFresh Buy YES (on Applicable SPAN margin)Not allowed YES (Multiplier available - Subject to square off within day trading)YES (on Selective contracts) NSE - F&O & CDSFresh Sell YES (on Applicable SPAN margin)Not allowed YES (Multiplier available - Subject to square off within day trading)YES (on Selective contracts) NSE - F&O & CDSSquare off Carry Fwd PosYESNot allowed MCXFresh Buy & Sell YES (on Applicable SPAN margin)Not allowed YES (Multiplier available - Subject to square off within day trading)Not allowed MCXSquare off Carry Fwd PosYESNot allowed NCDEXFresh Buy & Sell YES (on Applicable SPAN margin)Not allowed NCDEXSqaureoff Carry Fwd PosYESNot allowed

84 Order types: [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.

85 Section # IX Placing your first order with us – Know important terms.

86 Invoke a buy order form using key F1 or using + sign in keyboard. Fields and meaning: [1]Exchg-Seg: The segment in which the order will be placed like MCX, NSE. [2]Order Type: The nature of order like Limit price, Market price etc. [3]Symbol & Expiry: Picks from market watch itself. [4]Qty: Quantity you want to place order for. [5]Price: Price you want to trade at.

87 [6]Tr. Price: Trigger price is required in cases of stop loss orders. [7]Disc Qty: Disclosed quantity works on cash scrip's. [8]Prod Type: Product type like NRML, MIS, CNC as per delivery and intraday choice. [9]Validity: Order will be valid till Day, IOC, GTC, GTD etc. [10]Client ID: User code for client in which order will be placed. Invoke a sell order form using key F2 or using - sign in keyboard. All terms are same as above.

88 Buy Cover Order form. Choose trigger price from range specified. Trigger price range If Nifty is trading at 5400 and you want to take a stop loss of 25 Points i.e. 50*25=Rs.1250, then fill the Trigger price as 5375 Select client Finally click submit

89 Sell Cover Order form. Choose trigger price from range specified. Trigger price range If Nifty is trading at 5400 and you want to take a stop loss of 25 Points i.e. 50*25=Rs.1250, then fill the Trigger price as 5425 Select client Finally click submit

90 Placing an Buy After market order: Ctrl+F1 Placing an Sell After market order: Ctrl+F2

91 Basket order: Ctrl+B Helps you plan and place multiple orders in multiple contracts and codes in a single click You can export your list in csv and edit it add more like it using excel Add multiple order parameters here. Load a saved csv file

92 Spread order: Invoked by pressing F1 and F2 in an spread contract in market watch.

93 Section # X Online fund transfer and bank gateways – Pay-in and Pay-out.

94 Clients can now do a fund transfer from their registered bank accounts using their online banking services at our payment gateways to get instant credit in their trading account and trade at convenience. Navigate to “Secure Url : Payin menu” for fund transfer inwards. Navigate to “Secure Url : Payout menu” for fund transfer outwards. Please request a payout if your positions are not outstanding with us on leverage.

95 Choose your segment like Equity or commodity. Choose from the list of banks registered for you. Amount to transfer. Banks currently available, new banks keeps on adding plz see page for latest.

96 Select bank details and amount and click Submit Select the Segment you would like to do the transfer (Option1: Equity/Derv/Currency Option2: Commodity) Select the Bank account option (A list of accounts available will be displayed as per KYC details) Fill the amount which you would like to transfer to your trading account. Click on Submit button.

97 Next page is our banking gateway takes you to your selected banks page Next Page takes you to banking page where you need to authenticate the fund transfer transaction using your online bank credentials.

98 On successfully completing the transaction you will be prompted a reference number to the transaction and the amount will be credited to your trading account instantly. A simultaneous impact of successful transaction will increase your trading limit which is displayed in Pay-In column of limit reports. Please note following things while doing a fund transfer: [1] Do not close the page midway to the transaction; a successful transaction message is displayed at Trustline page when you complete a transaction. [2] Do not use back or Refresh buttons while you are transacting. On successfully completing the transaction you will be prompted a reference number to the transaction and the amount will be credited to your trading account instantly. A simultaneous impact of successful transaction will increase your trading limit which is displayed in Pay-In column of limit reports.

99 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

100 Section # XI Troubleshooting guidelines.

101 Some self help guidelines. I am unable to receive password in my address? Online trading user-id and Login passwords are sent to clients at their registered addresses by default for the first time after registration is complete. In case if your junk and spam settings treats or delete mails from trustline domain; please add and edit your junk/spam/security settings to classify id as Secure/Not Spam. I forget my last password what should I do now? Get your password regenerated from forgot password option at trading page and in software also at forgot password link, Remember you need a private security key as PAN to use this feature, if you don’t have one write us at

102 What particulars are needed to use the Forget password option/link? One need his/her User Id (Upper Case), Security key in place of PAN Registered address (Lower Case) to use Forget password link. (Please refer Screenshot below)

103 I am getting OS error while I start my software? Errors of nature like ‘OS Error’ is due to poor or no connectivity of internet. The software program uses certain ports which may be blocked due to official IT policies at works place. Contact your Internet service provider for support; If your service provider tells you things as ok, please contact technical support trustline for analysis and support. Always load ‘nestclient_internet.ini’ while you start/initialize your software. I am getting error ‘invalid parameter’ or nest diagnostic's shows one of the indicators in ‘red’ while I start my software? This may be a local firewall or antivirus issue, If you are using Windows7 please reload ‘nestclient_internet.ini’ while startup.

104 [3] Click compatibility files in software installed folder. [1]Right click on desktop shortcut [2] Click on ‘find target’ or ‘open file location’ Cleaning Compatibility files

105 [4] Delete all files from compatibility folder of software. The view below is contents of compatibility files from virtual store in Windows7 – Delete all.

106 The software broadcast is not getting updated for all my MW scrip's and I am getting subscription exceeds limit error in message log? The case above is likely due to excess scrip's added above your limit allowed by us, kindly report us the error by writing us at The solution is to further increase market watch scrip limits. My charts are not coming and data error ‘Data Unavailable’? The error is most likely due to incorrect date and time settings in your local computer, check AM/ PM also. Check time zone as GMT+5:30 Chennai, Kolkata, Mumbai, New Delhi.

107 Section # XII Security measures you must follow.

108 Safe Online Trading Tips (Advices) [1] Keep changing your Login and Transaction password on a regular basis. [2] Disable Auto Complete forms in internet explorer and clear all saved passwords. [3] Never select Auto fill option and save option for browsers. [4] Never Click on s containing fake links which can be fake sites to capture your user ids and passwords. [5] Always use manually typed to avoid any phishing attempts. [6] Never disclose your Account credentials like , PAN, passwords, Login or transaction passwords etc. to anyone including Trustline representatives. [7] Always close the browser window after log-off. [8] Trustline Support desk can be called for General and operational clarifications, one can contact the same at: Helpdesk (Central Customer Support Centre) B3 Sector 03 Noida; Uttar Pradesh Tel (O) Board: Ext (Helpdesk)

109 Where should I report a suspicious ? Trustline Technology desk can be called for reporting Suspicious s which demands your account credentials or is leading you to some fake site. Please report the same over phone at : Technology Department (ITD) B3 Sector 03 Noida; Uttar Pradesh Tel (O) Board: Ext (IBT) Report suspicious s and password theft over at &

110 Section # XIII Escalation matrix.

111 Escalate problems and issues. IssuesLevel ILevel II User Account details queryHelpdesk : ; unresolved at : User Account updateContact your local Branch for : Forms required i.e KYC Update etc.if unresolved at : Missing bank account in fund gatewayIBT : unresolved at : Tech support - Software troubleshootRemote Support Helpdesk : ; unresolved at : RMS Query issues - EquityRMS-EQ : unresolved at : RMS Query issues - CommodityRMS-COM : unresolved at : Other Software operational issuesHelpdesk : ; unresolved at : Other Web-Trade operational issuesHelpdesk : ; unresolved at : Suspicious mail and security issueHelpdesk : ; unresolved at :

112 Section # XIV Contact details.

113 Need to get in touch with us > Call us at > Dial an extension for respective department > Take help from reception. > Helpdesk and Remote Support > Ext Helpdesk >

114 Contact details. Trustline Securities Limited Trustline Commodities Pvt Ltd. # B 3 Sector 03 Noida; Uttar Pradesh Tel (O) Board: Customer Support: (Helpdesk)- Grievances:

115


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