Please go through the following sections for help on using Insta Plus

Page Section
02 Login to Insta Plus Logging in for the first time?
03 Forgot Password? (Change/Unlock) Please check these features
05 Easy Order Entry
07 Order Book / Order Modification / Cancellation
08 Trade Book / Trade Conversion
09 Positions & Limits
10 Funds Transfer
11 Create Market Watch
13 Streaming Market Watch
15 Back Office Reports
16 Menu at a Glance – Where to look for what

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 Login to Insta Plus

1. Enter User ID
2. Enter Password
3. Click ‘Login’

1. Enter Security
Key (Token)
2. Click ‘OK’

On successful
authentication, your
Last Login Date &
Time are displayed

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 Forgot Password?
(Change / Unlock)

New users on Insta Plus, if you have not received your password you can set a new password
OR
You are an existing user and you received the following message due to incorrect login attempts

You can use the ‘Forgot Password’ link on the Login page to set a new password.

Click ‘Forgot
Password’ to set a
new password

1. Enter User ID
2. Enter PAN
3. Enter Security
Key
4. Click “Submit”

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 Note: The ‘Transaction Password’ is required ONLY for the FIRST order in a session

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 Easy Order Entry

After successful login you will be taken to the following Order Entry page

Click >> to get market

information for the scrip

1. Select Product
2. Enter Quantity
3. Select Order Type
4. Enter Price
5. Click Buy or Sell

You can also enter other parameters like ‘Disclosed Quantity’, ‘Trigger Price’ (in case of Stop Loss order),
‘Retention’ period as Day, IOC, etc.

To place AMO orders the check-box next to ‘AMO’ should be ticked (selected).

Confirm order as shown below.

Note: The ‘Transaction Password’ is required ONLY for the FIRST order in a session

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 This is NOT the Exchange Order
Number. Please see Order Book /
Trade Book for details

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 Order Book / Order Modification / Cancellation

To modify a pending order, select the order and click ‘Modify Order’

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 Trade Book / Trade Conversion

To convert the product in which you have traded, click on select the trade and click on “Position Conversion”
(circled above). The following page will be displayed.

1. Select target
product
2. Click “Convert
Position”

Check Trade Book

after conversion

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 Positions & Limits

Note the [Day/Net Wise] drop-down box (circled above). A DAYWISE view shows positions taken on current date.
The NETWISE view includes open positions of previous day in Futures & Options.

Combined Limits across PRODUCTS - CNC / MIS / NRML ( What's This? )

Trading Limit Amount The Limits page
Available Margin Limit 241,070.00 displays segment-wise
Available Delivery Limit 90,150.00 available limits and an
Available Derivative Limit 241,070.00
Available Option Buy Limit 90,150.00
explanation of its
Withdrawable Funds / IPO / MF Limit 60,900.00 various components
Details Debit Credit
Cash Balance 100,000.00
Notional Cash Credit 0.00
Collateral Value 172,000.00
Pay In Amount 5,900.00
Ad Hoc Margin Credit 0.00
Net Delivery Sell Amount 15,000.00
Net Premium Receivable 40,000.00
Booked Profit on Margin Positions 2,500.00
Notional Cash Debit 25,000.00
Ad Hoc Margin Debit 2,500.00
Net Delivery Buy Amount 0.00
Delivery Brokerage (Indicative) 750.00
Unrealized Loss (MtoM) on Delivery Positions 0.00
Margin Used for Cash Segment 5,200.00
Span Margin (Futures & Options Portfolio) 10,000.00
Exposure Margin (Futures) 5,000.00
Net Premium Payable 0.00
Booked Loss on Margin Positions 0.00
Unrealized Loss (MtoM) on Margin Positions 880.00
Requested Payout 0.00 Explanations for each
IPO Amount 30,000.00 term can be seen by
Mutual Fund Amount 15,000.00 clicking the link at the
Total 94,330.00 335,400.00
bottom of the page
Click here for an explanation of terms used above

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 Funds Transfer

Online Payment Gateway for Payin

Request for a Payout

Funds available for withdrawal are displayed. Enter the amount for which you require
payout and click on ‘Submit’

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 Create Market Watch

A blank market watch is displayed if no market watch has been setup.

Click on ‘Set MW’ (shown as circled above). The following page will open to guide you through the process.

Click on ‘Create MW’ to

name your new market
watch

Enter the Market Watch

Name and click ‘Create’

Select Securities and [Add >>] to the ‘Selected Company’ List on the right

Click on ‘Add to Market Watch’ to add the selected securities to the new market watch

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The following is a view of a created market watch

Quick Links on top of your new market watch allow you to move to Order Book, Trade Book, Position, etc.

An Order Entry panel appears at the bottom of your market watch and allows you to place orders by selecting a
security from your market watch.

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 Streaming Market Watch

Click on ‘Trade Express’ link to watch your market watch update automatically and provide real time quotes.

Under the ‘Options’ drop-down (see circled above) you can view shortcut keys for placing Normal and After
Market (AM) orders and for viewing Order Book and Trade Book. You can also view Net Positions, Intraday
Graph, Holdings, Limits,

Quick Links on top of your Streaming Market Watch allow you to move to Payin, Payout, Limits, Holdings, etc.

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Quick links and options can also be accessed by simply right-clicking on the streaming market watch, as
indicated below.

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 Back Office Reports

Various reports are available on the ‘Home’ link of Insta Plus AFTER Login

Clicking on ‘Home’ link above will open the following page  Go to ‘My Accounts’ to access the reports

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 Menu at a Glance - Where to look for what

Easy Trade  Easy Order Entry

Market Watch  Create Market Watch
Trade Express  View Streaming Market Watch
MF / IPO  Place MD Order / Apply for IPO
Order Book  View / Modify Orders
Traded Orders  View Executed Orders
AMO  Place After-Market Orders
Live News  View Research Calls

Exercise Exercise an Option

Exercise Report View Exercise Orders

Positions View Net Positions

Limits Available Limits
Holdings Holdings / Collaterals
T1 Holdings ATST Holding
Collateral List Collateral Master

Payin  Transfer Funds

Payout  Request for payout
Transfer Status  Check status of funds transfer

Change Password  Change your password

Get Log Message  Check for order confirmations / exchange messages
User Profile  View your profile details

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