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Go Digital DIY Document

The document provides instructions for using key features of the MO Investor and MO Trader apps, including how to: 1) Download and login to the apps for the first time or if forgetting your password. 2) Place trades through the apps by searching for stocks, adding them to a watchlist, and entering trade details like quantity and price. 3) Check order status, open positions, available margins, and receive recommendations and set price alerts.

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Shaik
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51 views6 pages

Go Digital DIY Document

The document provides instructions for using key features of the MO Investor and MO Trader apps, including how to: 1) Download and login to the apps for the first time or if forgetting your password. 2) Place trades through the apps by searching for stocks, adding them to a watchlist, and entering trade details like quantity and price. 3) Check order status, open positions, available margins, and receive recommendations and set price alerts.

Uploaded by

Shaik
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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#GoDigital

Go Digital
Our MO Trader and MO Investor Platforms available on App and Web are powered with intuitive and
intelligent tools to help you get a seamless trading and investing experience.

Key features to start trading online through MO Investor app and MO Trader app

 How to download & Login in MO Investor & Trader app?

*First time login or Forgot Password*


1. Download the app from app store or play store
2. Go to Login screen
3. Click on Generate New Password
4. Enter client code/mobile no/email id and PAN/DOB
5. Enter 4 digit password sent on your registered email and mobile number
6. Update the new password
 How to place a trade through MO Investor App?
1. Search Stock from get quote or add the stock in Watchlist
2. Click on stock name
3. Click on Trade & add DOB
4. Enter quantity
5. Enter Price for limit order or select market order
6. Click on Buy/Sell
 How to place a trade through MO Trader App?
1. Add the stock in Watchlist or search stock
2. Swipe Right and click on Buy/ Sell
3. Enter quantity / Price for limit order or select market order
4. Click on Buy / Sell for execution
 How to check Order status?
1. Go to Reports from the main menu
2. Select Order/Trades report
3. Check the current order status as Pending/Completed/Rejected etc

 How to check Open positions?


1. Go to Reports
2. Select Net Position tab
3. Check the real time updated net position with MTM/BPL
4. Switch tab to check days positions and over all positions
 How to check Available Margins?
1. Go to Reports from main menu
2. Select Margin tab
3. Check the available and utilized margin across trading segments

 *How to do Funds Transfer?


1. Click on Menu and select Funds Transfer
2. Select Payin for transfer of funds in MOFSL ledger
3. Select Bank
4. Select Account Number
5. Enter Amount and you will be redirected to bank page for fund transfer.
 How to check Advice/ Recommendations
1. Click on Menu and select Our Recommendations
2. Select segment/ Category
3. You can also view the customized calls based on your behavior under “Calls for You”

 How to add price alert?


1. Click on Menu and select Set Alert / Price Alert
2. Select the scrip name, alert criteria and price and alert type
3. Select Create
 How to be updated with the latest news?
1. Click on Menu and select News
2. You can view segment wise news or even search news for a specific company or scrip

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