Onboarding/eKYC process for Demat & Trading A/c can be done through the Phillip9 signup page https://phillip9ekyc.phillipcapital.in/#/ Watch the video tutorial to know the complete process

2.1 Forget Password In case you forget your login password, you can use the 'Forgot Password' link.

2.2 OTP Authentication After entering Login credentials, you will get One Time Password (OTP) on your registered mobile and email Id. OTP process is used to verify the authentication of the valid user while Logging in. You will receive OTP from BSE India/ Bolt+OnWeb

2.3 Password Reset If you are logging in for the first time or the password is reset by Admin, the following window will appear and you can change the password.

2.4 Steps to change my password: 1) Go to the extreme bottom right to the ‘Settings’; then click on change password which is the second option. 2) Enter your Old password of Phillip9, enter your desired password in the New password column, and then enter again your new password in Confirm password section. 3) Then you have to enter your client code and the new password which you have generated and then you will be getting OTP on your the registered mobile number which is only valid for 90 seconds for authentication. If required, you can regenerate the OTP after 20 seconds. By doing this, you will be able to change your password.

1) If you want to see any stocks then go to “Watch”, search your desired stock by entering the stock name

2) Then you can see the information about the particular stock like Open, High, Low, and Close.

3) You can check in the Buyers list for Quantity, Orders and Bid price. You can also check in the Sellers list for the Offer price, Orders and Quantity.

4.1 Add Index Two Indexes can be added on top. Clicking on any index will open a list of indices, and you can select any particular index which you want to configure and will be replaced with the existing index.

4.2 Adding/ Removing Scrips in Market Watch Adding Scrip is easy. You can simply search the name of the company or symbol and the system will give suggestions. This is a global search bar that allows you to select every contract, be it equity, futures or options of a particular underlying. The "Add" button helps in adding the scrip in MW. The "Remove" button helps in removing the scrip. You also have an option of the 'Delete' button once the scrip is added in MW for removing from MW

4.3 Market Depth Market Depth shows all the details of the selected contract/scripts like open, high, low, close, volume, best buy price & quantity, best sell price & quantity

5.1 Order Placement Order placement can be done from Buy/ Sell option available in the market watch after clicking on any particular scrip.

5.2 Buy Order A Buy Order Entry is the request to place a buy order. Once you click on this option, the window will appear in which you need to fill in the different required parameters for placing the order.

5.3 Sell order A Sell Order Entry is a request for placing a sell order. Once you click on this option, the window will appear in which you need to fill in the different required parameters for placing the order.

6.1 Change Pending Order Book Order Book will give information regarding the timing of the order, script name, quantity, price, the status of the order. An open window will only display orders which are pending. A complete window will only display orders which are executed successfully. All windows will display all pending orders, cancelled orders, complete orders & rejected orders.

6.2 Options in Order book You get four options in the pending order book like Modification, Cancellation, Information, and Cancel All. Here you also get a search bar on top for searching any particular order from the list of orders.

6.3 Order Modification If you wish to modify your pending order, it can be done by clicking the modification option available from the pending order book.

6.4 Cancel Order Order can be cancelled by clicking on the "Cancel" option.

6.5 Info tab Info tab gives you more details about your order.

6.6 Cancel All You can cancel all orders or a few selected orders by clicking the checkbox and can easily cancel multiple orders at one go.

In the trade Book, you will be able to see those trades which are executed successfully in the market. An open window will only display trades that are pending. A complete window will only display trades that are executed successfully. All windows will display cancelled orders, complete orders & rejected orders.

Click on Funds

Check your Available Margin

Check your opening Cash

Check your Margin used.

(1)Go to positions (2)See your current positions in the market (3)Click on holdings and see all your holdings

9.1 Add and Exit You can click on Add or Exit button for adding or exiting the existing position. For adding, a new order window will be opened. Exit order will go as a market order by confirming once, and you have an option to reduce the quantity but cannot increase the quantity.

9.2 Position Conversion This option lets you convert the position from Intraday(MIS) to CNC and vice versa.

9.3 Exit All You can select multiple open positions by ticking on the checkbox and click on the Exit button to exit all positions. One confirmation window will come and confirm that you can exit all/ selected positions together.

9.4. Holdings Book Holding window provides you with the stock details which are there in your Demat account.

9.5 Add and Exit option Clicking on Add/ Exit button opens the Buy and Sell window, and you can select the options available in Buy/Sell window to place the order. The Exit (Sell) option can be used if you want to sell the stock from your portfolio. You can also Add (Buy) more of that particular stock by clicking on add button.

1) Go to "Funds"

2) Click on Payin if you want to deposit money Or click on Payout if you want to withdraw money.

1) Go to Settings

2) Click on Reports

3) Here you can see your Ledger and Profit & Loss account

4) You can also see your Capital (Cash Segment) and Futures by entering from date to date.

Activity log shows you all the detailed actions taken in the market for order placement/ order execution. It also shows exchange broadcast messages.

Steps to change my Quick Trade Setting:

1) Go to "Settings"; then click on Quick Trade Settings, which is the fourth option.

2) You can see the exchanges on the left-hand side, BSE, NSE, MCX, & OTHER SEGMENT. In the middle column you can enter your desired quantity and on the right-hand side, there is a column of Price. Select any one option between Limit Trade and Market Trade.

3) Save the current changes.

If you want to change your Phillip9 app theme then go to “Settings”, click on Theme, and then you have 2 options that are Light and Dark. Choose your desired one.

Basket Orders are useful when you want to place & execute multiple orders at different prices, different contracts, different segments & different strategies at one click.

1) Select the Contract or instrument equity, futures, options that you wish to trade into which you wish to place your basket order.

2) Enter the Script, Quantity, Price, Market Type, and select option add to Basket you can add a maximum of 10 scripts/contracts to add in Basket

3) After adding orders in the Basket, you have to select execute option to place the buy or sell basket orders.

1)Step 1: Login to Phillip9 Mobile app and select IPO under Settings option.

2) Step 2: Select the IPO from Ongoing IPO's list.

3) Step 3: Click on Apply Now, Please Enter the price or you can click on cut- off price and then enter your quantity, your UPI Id, your UPI BANK and accept the terms & condition by clicking on checkbox and proceed by selecting Next button.

2) Step 4: Verify all the details and click on Submit Application, your bid will be successful once you accept the mandate received from your UPI application.