FAQS

TOP FAQ's

I have given request for new Login password/One Time Password (OTP) but still it is not received by me?
+
_

A Login Password/One-time password (OTP) is sent to your registered Email address & Mobile number.

In case, if you have not received the login password / OTP in your Email ”Inbox”, we request you to check the Password/OTP  in “Spam & Junk Folder" of your email account.

If you are still unable to receive OTP on your mobile number or email id you can contact us on 022 6854 5555 or helpdesk@sbicapsec.com.

Please note: For receiving the Login password / OTP, it is important that your email address & mobile number is updated with us. We request you to follow simple steps to update your email address &mobile number.

How do I Lien/Transfer Funds to my account ?
+
_
  • Kindly follow below mentioned steps for lien marking of funds/ fund transfer to your trading account.
  •  
  • Please login to your trading account, click on home tab, select Limits
  • Select Limits > Manage
  • SBI bank & your Bank Account Number will be pre-populated in the Account Number option. Enter the amount that you wish to Lien mark.
  • You will be redirected to your linked bank website. Put in your password and Click on Submit.
  • Please click on Confirm Option after verifying the details of your transaction.
  • The window will show “Your Funds are successfully marked as Lien for Trading”.

Note: You can follow the below mentioned path to view demos for the Lien mark of funds. 

Home Page > Education > Demo

You can check the Lien amount under Home tab > Under Limits option. Here you can view the details of the lien amount marked by you.

How do I log onto my Trading account? What is my password?
+
_
  • Click on the” Trade Login” tab.
  • Enter your Client code, Password & Pan Card Number.
  • Click on “Sign In”. You will be directed to post login page of our website.
  •  
  • Please ensure that you are submitting appropriate Client code, Password & Pan card at the time of account login. In case you are unable to Log into the account or have forgotten the password, you can generate a new password by clicking on "Forgot password" or "Get New Password". Click on the same and follow the further guidance thereon:

Fill in your Username (which is same as your Client Code)

Fill in your PAN Number

OTP will be generated and sent to you on your registered mobile number and e-mail id

Put in the OTP number

  • Click on Verify OTP
  •  
  • Put in your new password and confirm the same.
  •  
  • Click on Change Password.
  •  
  • You can now log in with your changed password.
How to view your ledger balance?
+
_
  • Click Trade Login
  • Enter your trading username and password
  • Click on "Home" tab on the left-hand side screen
  • Go to "Back Office"
  • Click on "Ledger"
  • Select the Financial Year and click Submit to view your ledger details.
Where can I see all my Positions?
+
_

Click on the” Trade Login” tab.

To know the status of all open positions in the market, go to Home Screen.

  • Select Position option and you can view all open positions under this option.

Note: Order/Trade status & Position can also be viewed on our SBISMART mobile trading application.

Where can I see my Order status?
+
_

Click on the” Trade Login” tab.

  • To know the status of all orders in the market, go to Home Screen.
  • Select the Order Book option and you can view all the orders under this option.

Note: Order/Trade status & Position can also be viewed on our SBISMART mobile trading application.

Where can I see my Traded Orders
+
_

Click on the” Trade Login” tab

  • To know the details of all executed orders, Go to Home Screen.
  • Select option: Trade Book, You can view all executed orders under these option.

Note: Order/Trade status & Position can also viewed on our SBI SMART mobile trading application

I have not received Initial password. Please help.
+
_

Once the account is opened, an Initial password is sent to your registered email address.

In case you haven’t received the Initial password, you can generate your password by clicking on "Forgot password" or "Get New Password". Click on the same and follow the further guidance thereon:

  • Fill in your Username (which is same as your Client Code)
  • Fill in your PAN Number
  • OTP will be generated and sent to you on your mobile number and e-mail id
  • Put in the 5 digit OTP
  • Click on Verify OTP
  • Put in your new password and confirm the same
  • Click on Change Password. You can now login with your changed password.

After clicking on “Forgot password“ or “Get New Password” if you are getting an error “Your account is not enabled for this option", contact Customer Care on 022-68545555 or write to us at helpdesk@sbicapsec.com.

Why do I get an SMS and Email regarding funds and securities from the exchanges every month?
+
_

These monthly SMS, emails from NSE, BSE, and MCX with details of funds and securities, are part of SEBI's new initiative for enhanced supervision. It reflects the balance of funds and securities lying with the broker (in broker’s beneficiary account) on behalf of the clients and does not reflect the balance of securities lying in client’s demat accounts. You may refer to the circular from SEBI on 'Enhanced Supervision of Stock Brokers and Depository Participants’.To view your actual position of holdings and funds, kindly refer to your demat holding and trading ledger. 

What is my User ID/ User Name or Trading Client ID to log in to my account?
+
_

Please go to 'forgot client code' option on our website or mobile application and follow the below-mentioned path:

Enter Registered email ID > Enter Pan Card Number > your login ID will reflect on the screen and an email will be sent on your email id.

My account is blocked, how do I unblock it?
+
_

Your account gets locked after 3 incorrect password attempts.
If your account is locked on the website, it will automatically get unblocked after five minutes. Please reset your password through 'forgot password' option.
If your account gets locked on the mobile application, please click on 'unblock account' and follow the below-mentioned process.
Enter your client code > PAN Card number > Enter OTP sent on your registered mobile number and email id > your account will be unblocked.

I forgot my trading account password, how do I reset it?
+
_

To reset password, kindly visit our website or mobile application and click on 'forgot password' option and follow the below-mentioned process.

Enter Your Client Code > PAN Card number > OTP is sent on your mobile number and email id > Enter and confirm your new password > Click on change password.

Password policy: 
It should have a minimum of 8 characters and a maximum of 1 characters.
It must include at least 1 number, 1 alphabet and 1 special character such as ! @ # $ % ^ & * ().
 

I forgot my trading account password, how do I reset it?
+
_

To reset password, kindly visit our website or mobile application and click on 'forgot password' option and follow the below-mentioned process.

Enter Your Client Code > PAN Card number > OTP is sent on your mobile number and email id > Enter and confirm your new password > Click on change password.

Password policy: 
It should have a minimum of 8 characters and a maximum of 1 characters.
It must include at least 1 number, 1 alphabet and 1 special character such as ! @ # $ % ^ & * ().

What is my Demat account number?
+
_

To check your demat account number on: 

Website: Login and go to customer Service > Back office > Client Profile > Demat Details
Mobile App: Login and go to more > Click on your name > Demat Details

How do I change/update my email id or mobile number?
+
_

Log in to website > Go to Customer Service > Update mobile number/email ID > Select option > Mention existing and new details > OTP will be sent to your registered email id > Confirm.

After the online request is submitted, it will be implemented within two working days in your trading and demat account.

How can I check my account details online?
+
_

Website: Login and go to customer Service > Back office > Client Profile
Mobile App: Login and go to more > Click on your name

Given below are the list of details you can check online.
1. Personal details
2.Active segment
3. Brokerage plan
4. Contact details
5. Correspondence Address
6. Bank details
7. Demat details

I have sold the shares, when will the amount be transferred/credited to my saving account?
+
_

Payout of funds depends on fund payout in your account. Your payout rule can be viewed under client profile. 

Release due credit: Your sales proceeds will be credited in your bank account after trading + 2 working days. 

Running account: Payout is given to you on a quarterly basis. If you wish to withdraw sales proceeds, kindly place withdrawal request after trading +2 working days through 'Manage Funds'.

How do I apply for Sovereign Gold Bonds?
+
_

Log in www.sbismart.com > Trade > Order Entry > Go to NCD > Select Current issue > Select Transact > Gold> Select Issue and Category > Enter Quantity > Click on T&C and Accept > Click on submit.
You can also check the below-mentioned link for placing NCD/BOND order.
https://youtu.be/dqVxpcYqK2c

Issue start - July 06,2020
Issue Close - July 10,2020
Issue price for online mode - Rs. 4,802 per gram.
Issue price for Offline mode - Rs. 4,852 per gram.


Please note: This process is for placing an order in the primary market. For the secondary market, you can either contact your relationship manager or place the order from the SBISMART Money application.

Why am I unable to view my SGB (Sovereign Gold Bonds) in my portfolio?
+
_

SGB units will not reflect in the portfolio if purchased from the primary market. Kindly check your demat holdings to view the current holdings in your account.

How do I apply for Arvind Fashion rights issue?
+
_

You can submit the physical application to your nearest collecting bank. For a list of collection banks, please refer the application form.
You can also submit an online application through the R-WAP application, which can be accessed through the below-mentioned link. The application can be submitted to the collection bank branch (list available on page 2 of common application form (CAF)). 
The link belongs to Link Intime (registrar to the issue) 
https://linkintime.co.in/RightIssues/index.html
You can also download CAF from the website of the Registrar (www.linkintime.co.in) if you have not received it. You can contact the registrar by email <afl.rights@linkintime.co.in> or phone <022-4918 6200>

Details of Arvind Fashion rights issue
+
_

Issue open date: - 29th June, 2020
Issue close date: - 17th July, 2020
Record date: - 18th March, 2020
Ratio: 16 shares for every 47 fully paid up shares held on record date (i.e. 16:47) 
Last date for on market renunciation: - 13th July, 2020
Last date for off market renunciation: - 16th July, 2020

How do I withdraw my application for Arvind rights issue?
+
_

An investor who has applied for the issue may withdraw his/her application at any time during the issue period by approaching the SCSB where the CAF has been submitted or sending withdrawal request by email to afl.rights@linkintime.co.in if the application was made through R-WAP facility. However, the application, whether made through ASBA facility or R-WAP facility, cannot be withdrawn after the issue closing date.

How do I renounce my rights entitlement shares?
+
_

Rights entitlement refers to those shares that are credited in your demat account before the issue opening date so that you can renounce them on market as well as off market, if you do not wish to apply for the rights issue.

To renounce these shares on market, please follow the process shown below:
Login > Trade > Order Entry > Sell > Scrip Code > Qty > Price.
Please note that you can renounce these shares on market latest by July 13, 2020. After that date, you will not be able to do it online.

Why do I get an SMS and email regarding funds and securities from the exchanges every month?
+
_

It reflects the balance of funds and securities lying with the broker (in the broker’s beneficiary account) on behalf of the clients and does not reflect the balance of securities lying in the client’s demat accounts. These monthly SMS, emails from NSE and BSE with details of funds and securities, are part of SEBI's new initiative for enhanced supervision. You may refer to the circular from SEBI on 'Enhanced Supervision of Stock Brokers and Depository Participants’.

Kindly refer your demat holding and ledger for your demat holdings and funds position.

Where can I view a demo of the website and mobile application?
+
_

Kindly visit our demo section on the website at https://www.sbismart.com/education/demo
You may also refer our You Tube videos http://www.youtube.com/channel/UCpAG_iCjKJ8BK8YHgn9cxCQ