X
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 1800-209-9345 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 1800-209-9345 or write to us at helpdesk@sbicapsec.com.