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Welcome to Client Back Office Login User Guide. www.tseconline.com. Go to the Tsec website www.tseconline.com and click on the Online Accounts link on the right to access the backoffice client page. Accessing your accounts. - PowerPoint PPT Presentation
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Welcome to Client Back Welcome to Client Back Office Login User GuideOffice Login User GuideWelcome to Client Back Welcome to Client Back Office Login User GuideOffice Login User Guide
www.tseconline.comwww.tseconline.comwww.tseconline.comwww.tseconline.com
Go to the Tsec website www.tseconline.comand click on the Online Accounts link on the right to access the backoffice client page.
Go to the Tsec website www.tseconline.comand click on the Online Accounts link on the right to access the backoffice client page.
Accessing your accountsAccessing your accountsAccessing your accountsAccessing your accounts
On the backoffice client page click on ‘Access your updated accounts’ to go to the login page.
On the backoffice client page click on ‘Access your updated accounts’ to go to the login page.
Download Java Virtual MachineDownload Java Virtual MachineDownload Java Virtual MachineDownload 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.
Before login,please make sure that your machine has Java Virtual Machine Installed. To download Java Virtual Machine click on the download MSJVM link.
Saving the Zip fileSaving the Zip fileSaving the Zip fileSaving the Zip file
To install , first save the file on your computer and then open it.To install , first save the file on your computer and then open it.
Run the exe filesRun the exe filesRun the exe filesRun 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.
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.
Login InLogin InLogin InLogin 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
Back Office Home PageBack Office Home PageBack Office Home PageBack 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 details2.Stocks kept in your account with us3.Contract notes and Margin statement4.Ledgers5.Main menu
Upon login this is the main page from where you can access the following things:1.Available cash margin and share margin details2.Stocks kept in your account with us3.Contract notes and Margin statement4.Ledgers5.Main menu
Client ID
Client ID
Client ID
Client ID
View Contract NotesView Contract NotesView Contract NotesView Contract Notes
To view your the contract note, just click on the link and the contract note will open.
To view your the contract note, just click on the link and the contract note will open.
Client ID
Client ID
Client ID
Client ID
Your Name
Your Address
Your PAN no.
Client Margin ReportClient Margin Report
To view the margin report, just click on the link and the daily margin report will open.
To view the margin report, just click on the link and the daily margin report will open.
Client ID
Client ID
Client ID
Client ID
Your Name
Your Address
Your Name
Previous Contract Notes and margin Previous Contract Notes and margin reportsreports
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.
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.
To download the contract notes, you have to first download the viewer from the link given and then download and open the contract notes.
LedgersLedgers
You can view the following ledgers from here:a.NSE Ledgerb.NFO Ledgerc.Combined Ledger (NSE & NFO)d.Customized Ledger
You can view the following ledgers from here:a.NSE Ledgerb.NFO Ledgerc.Combined Ledger (NSE & NFO)d.Customized Ledger
Your Name & Client Id
Customized LedgerCustomized Ledger
In the main menu, you can access your custom ledger. Click on A/C Reports and then select 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 criteria’s.
You can customize the ledger based on the time period, market segment, detailed ledger or brief ledger, and can use many other criteria’s.
Your Name & Client Id
Ledger ViewingLedger ViewingLedger ViewingLedger 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 .
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
Profit & Loss Statement for cashProfit & Loss Statement for cashProfit & Loss Statement for cashProfit & 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
View Profit & Loss Statement for CashView Profit & Loss Statement for CashView Profit & Loss Statement for CashView 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
F&O Profit & Loss StatementF&O Profit & Loss StatementF&O Profit & Loss StatementF&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.
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
View F&O Profit & Loss StatementView F&O Profit & Loss StatementView F&O Profit & Loss StatementView 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.
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
Your Name & Client Id
Demat ReportsDemat ReportsDemat ReportsDemat 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.
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 Name & Client Id
Your DP A/C No.
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.
Through the demat reports link you can view all the transfers and hold back details done with your linked DP A/C.
Contract Notes through EmailContract Notes through EmailContract Notes through EmailContract Notes through Email
As per instructions from SEBI, we have started sending your contract notes to your email id by Electronic Contract Notes (ECN).You can view the contract notes in your mailbox. If you wish to download them and save the ECN’s 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 http://tseconline .com and click on the link given on the website.
As per instructions from SEBI, we have started sending your contract notes to your email id by Electronic Contract Notes (ECN).You can view the contract notes in your mailbox. If you wish to download them and save the ECN’s 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 http://tseconline .com and click on the link given on the website.
For any further help please feel free to For any further help please feel free to Call us at +91 33 4005 3131 or Call us at +91 33 4005 3131 or E-mail [email protected] [email protected]
Thank You.Thank You.
Wish you Happy Trading!Wish you Happy Trading!