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Account Opening

9 articles

1. Online Account Opening
2. Can you assure me that I will get a good dealer?
3. How can I open a Demat Account with ATS?
4. How to contact a ATS representative to open a new account?
5. How to open a ATS account offline?
6. How to open a joint demat account at ATS?
7. Offline Account Opening
8. What are the documents required to change nationality?
9. Which address should the documents be sent to?

Getting Started

6 articles

1. Getting Started
2. Can I WhatsApp / call ATS support from an unregistered number?
3. How to change the XTS password?
4. How to know my ATS client code?
5. Where can I download XTS mobile app and XTS desktop version to start trading?
6. Where do I get my User ID to log in to the ATS platform?

Adding Funds

11 articles

1. Can I transfer the funds by depositing cash directly to the ATS account or through Demand
2. How can I add funds to my ATS account using a cheque?
3. How can I transfer funds through a Web Application?
4. How can I transfer funds through Internet Banking?
5. How can I transfer funds through Matrix App?
6. How can I transfer funds through NEFT, RTGS, or IMPS?
7. How can I transfer funds through QR Code?
8. How can I transfer funds through UPI directly without logging in?
9. How can I transfer funds through UPI?
10. How can I transfer funds without logging into my ATS account?
11. How many ways can I add funds to my ATS trading account?

Withdrawal Funds

11 articles

1. Can I withdraw my funds to my secondary bank account?
2. How do I withdraw money from my trading account?
3. How much time will it take to process my payout request?
4. What is my withdrawal amount?
5. When can I withdraw my funds if the position is closed or shares are sold today?
6. Why have I received a lower amount of payout than what I requested?
7. Why have I received a withdrawal, when no request was ever made?
8. Why have I received a withdrawal, when no request was ever made?
9. Why I cannot withdraw my fund instantly in ATS?
10. Why is my withdrawable amount negative?
11. Why was my payout request rejected?

Bank Accounts

8 articles

1. Can I add my friend's or relative's bank account to my ATS account?
2. Can I link a current bank account to my ATS account?
3. Can I link a joint bank account to my ATS account?
4. Can I link an OD (overdraft) account to my ATS account?
5. Can I link multiple bank accounts to my trading account?
6. How to add more than one bank account to my ATS account?
7. How to add more than one bank account to my ATS account?
8. What is my primary and secondary bank account with regard to my ATS account?

IPO

10 articles

1. IPO application
2. Are there any charges to apply for an IPO?
3. Can a minor apply for an IPO?
4. How does the allotment process work if the IPO is oversubscribed?
5. How long does it take for IPOs to list on the exchange?
6. How to apply for an Initial Public Offering (IPO) via Whatsapp?
7. How to apply for an IPO in the existing shareholder or employee category?
8. What does cut-off price mean?
9. When are funds unblocked if the IPO was not allotted?
10. Why is the IPO allotment status not available on the RTA's portal?

Trading and Market

29 articles

1. Trading FAQs
2. Demat Account Charges
3. How is buy average calculated for F&O trades?
4. How to find the intraday leverages currently offered for MIS and CO?
5. How to find the margins required to take a trade?
6. How to use limit orders as market orders?
7. Margins
8. Product and Order types
9. What are cover orders and how to use them?
10. What are limit and market orders?
11. What are stop loss orders and how to use them?
12. What are the auto square-off timings for open intraday positions?
13. What are the different types of margins charged by the exchange?
14. What are the reasons for order rejection?
15. What are unsettled funds?
16. What changes due to the new upfront margin requirements?
17. What does 'free cash' mean?
18. What does CNC, MIS and NRML mean?
19. What does CNC, MIS and NRML mean?
20. What does settlement cycle mean?
21. What happens to the funds and holdings if a stockbroker defaults?
22. What is the difference between holdings and positions?
23. What is the trigger price in a stoploss order?
24. When does cash settlement happen to close out short delivery?
25. Why are intraday (MIS/CO) orders not allowed for some stocks?
26. Why is higher than usual margin blocked for my F&O trades close to expiry?
27. Why is the MIS or CO position not auto squared off?
28. Why is there a delay in order placement during the market opening?
29. Why was an email and voice message received for the provisional margin shortfall?

Charges

8 articles

1. Charges
2. What are the charges for pledging and unpledging
3. What are the Delivery Charges in ATS?
4. What are the DP(depository)change mean?
5. What are the various statutory charges associated with trading and investing?
6. What is Account Maintenance Charge (AMC) in ATS?
7. What is the brokerage for Future and Option in derivaatives and commodity?
8. Why are DP charges not shown in the contract note?

Reports

6 articles

1. Contract Note
2. How to interpret the contract note?
3. How to view or download the profit and loss report?
4. What could be the reason for a profit and loss report to appear incorrect?
5. What is a contract note?
6. Why is the contract note delayed or not delivered?

Your Profile

25 articles

1. Your Profile
2. Account Modification and Segment Addition
3. Can ATS delete client data on my request?
4. Can I add another person's Demat account to my trading account?
5. Can I close my commodity account without closing the trading and demat account?
6. Can I close the Demat account without closing the trading account?
7. CMR & DP ID
8. How can I reactivate my ATS account?
9. How can I update my KYC documents on DigiLocker?
10. How do I close my ATS account?
11. How do I respond to the email I received from ATS requesting clarity on my trades?
12. How long does it take to reach a customer support executive via call at ATS?
13. I did my KYC when I opened my bank account. Why do I have to redo it again while opening a
14. I have been getting a lot of stock tips on SMS and calls ever since I opened an account in
15. I have received an email from ATS asking me to re-submit a few KYC documents. What should
16. I have received an email from ATS that my account is inactive and I have to renew my KYC.
17. I have received mail from ATS asking for KYC information. What should I do?
18. Login Credentials
19. Nomination
20. Transfer and Conversion of shares
21. What is a Basic Service demat Account?
22. What is Know Your Customer (KYC) and how can I check my KYC status?
23. What is POA/DDPI and how to activate it?
24. Why am I receiving the sms and email from the exchange regarding the allocation of the cas
25. Why is the exchange sending the sms and email regarding the funds and securities balance w

Login Credentials

13 articles

1. Can I change ATS Client ID?
2. How do I log in to my ATS account If I have lost my mobile?
3. How to log in to Matrix App?
4. How to log in to the Web Application?
5. How to modify the registered mobile number or email address with ATS?
6. How to reset the password in Matrix App?
7. How to reset the password in the Web Application?
8. How to unblock a user in Matrix App?
9. How to unblock user in the Web Application?
10. I dont have access to my mobile phone and email id. Now, how do I log in to my ATS account
11. I forgot my Client ID, how would I retrieve it?
12. What is the best practice to secure your Trading and Demat account?
13. Why am I not receiving the sms or emails of the order I am placing?

Account Modification and Segment Addition

9 articles

1. How can I change the registered address of my ATS account?
2. How can I check which market segment is enabled in my ATS account?
3. How can I deactivate my ATS account?
4. How can I update my financial proof in ATS?
5. How do I activate my F&O segment?
6. How do I deactivate my F&O segment?
7. How to e-sign the documents on Digio?
8. What is the procedure for changing the address of the partnership firm and a private limit
9. What is the procedure for changing the signature at ATS?

CMR & DP ID

4 articles

1. What are DP ID, DP name, BO ID, and Demat ID?
2. What is a CMR copy and where can I get it?
3. What is DP ID?
4. What is my demat account number? Where can I check my demat ID?

Nomination

6 articles

1. How do I add nominees offline to my ATS account?
2. How do I add nominees online to my ATS account?
3. How do I change or modify the nomination details in my ATS account?
4. How do I check which nominee I have added to my ATS account?
5. How do I verify the nominee details associated with my ATS account?
6. I am a resident with a trading and demat account with ATS. Can I add Non-Resident Individu

Transfer and Conversion of Shares

20 articles

1. Can I transfer shares to my children?
2. How can a nominee claim shares after the death of the demat account holder?
3. How can a nominee claim shares and funds after the death of an ATS account holder?
4. How to add/ delete/ update a trusted account on CDSL easiest?
5. How to fill out Delivery Instruction Slip (DIS)?
6. How to gift stocks & securities to relatives using CDSL easiest?
7. How to register for CDSL easiest using the ATS demat account?
8. How to transfer shares from another broker to ATS?nees offline to my ATS account?
9. How to transfer shares from ATS demat account through easiest?
10. How to transfer shares from ATS demat account to another demat account offline?
11. How to upgrade from Myeasi to Myeasiest?
12. Instead of the average buy price, why Last Trading Price is showing for stocks that have t
13. Is it legal to continue trading in a deceased person's ATS account?
14. What does the Transmission of shares mean?
15. What is CDSL easiest and what are its benefits?
16. What is Delivery Instruction Slip (DIS), and what is it used for?
17. What is the procedure for a death claim if the deceased’s account has no holdings and fund
18. What is the process to claim shares after the death of a joint demat account holder?
19. What is the process to claim shares after the death of the demat account holder if the nom
20. What is the tax implication on the gifting of shares or transfer of shares?