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Welcome to Client Back Office Login User Guide

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.

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Welcome to Client Back Office Login User Guide

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  1. Welcome to Client Back Office Login User Guide

  2. 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.

  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

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

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

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

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

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

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

  14. Ledger Viewing Your Name & Client Id 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 .

  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. Your Name & Client Id

  16. View Profit & Loss Statement for Cash Your Name & Client Id • 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.

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

  18. View F&O Profit & Loss Statement Your Name & Client Id Your Name & Client Id • 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.

  19. Demat Reports • Through the demat reports link you can view all the transfers and hold back details done with your linked DP A/C. Your Name & Client Id Your Name & Client Id Your DP A/C No. Your DP A/C No. • 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.

  20. Contract 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.

  21. For any further help please feel free to Call us at +91 33 4005 3131 or E-mail helpdesk@tseconline.com Wish you Happy Trading! Thank You.

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