EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW)

Transcription

1 EASY DEMAT SOLUTION SOFTWARE USER MANUAL (CLIENT VIEW) Manual Version: 1.1 Last Updated: 29 th Sept, 2015

2 Contents DashBoard... 1 Balance Summary... 2 Transaction History... 4 View Profile... 7 Edit Profile... 8 Change Password Contact Us Log Out... 12

3 DashBoard The landing page when you first login to the EDSS system is the Dashboard. It displays balance summary of all your Demat Accounts. Demat Account ID, Free Balance and Current Balance of each accounts are displayed in the Dashboard. For example, the screen shot below shows the Dashboard of a user named Ram Kumar Thapa. There are 3 Demat accounts registered under the user Ram Kumar. The three Demat accounts along with each account s Free and Current Balances are shown in his dashboard. You can switch to the DashBoard from any other page by clicking the DashBoard tab on the left side menu. To view the detailed Balance Summary of individual Demat Account, simply click on its Demat Account ID (as shown in the screenshot below). Then the Balance Summary of the clicked Demat Account will be as shown in the next following screenshot. 1

4 Balance Summary The Balance Summary tab displays summarized balance of all the ISINs of all the Demat /BOID accounts of the user up to the current date (as shown in screenshot below). 2

5 It is also possible to view the summarized balance of selected ISIN only or of certain BOID only or of selected ISIN from selected BOID account only and also up to the required date. This feature is provided by the Search filter option. The search can be cleared and the entire balance summary can be viewed using the Clear button. For example, if you want to search the summarized balance for MBL stock for BOID then enter the Demat Account ID in the BOID textbox and MBL s ISIN in the ISIN textbox as shown below and then click Search. The filtered Balance Summary will be displayed. 3

6 The Balance Summary can be printed, exported to Excel and also sent as using the respective buttons. Transaction History The Transaction History tab displays the transactions of all the ISINs of all the Demat /BOID accounts. The Balance Summary displays the summarized balances of all the ISINs but with Transaction History, the transaction-wise summary can be displayed. As for example, the screenshot below shows the transaction history of GBIME ISIN. 4

7 As in the Balance Summary tab, here too the Search option is available. It is also possible to view the transactions history of selected ISIN only or of certain BOID only or of selected ISIN from selected BOID account only and also within specific time period. The Search and Clear buttons function similar as in the Balance Summary. The Transactions Summary can also be printed, exported to Excel and be ed. 5

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9 View Profile The View Profile tab can be used to view the profile details of the user. Clicking on the View Profile tab at the left side menu, the user can view his/her profile details such as Name, Gender, , Mobile No., Address and so on as shown in the screenshot below: You can also Edit the profile from the Edit button located at the right end of the Profile panel. 7

10 Edit Profile Edit Profile tab is used to change or update the profile details of the logged in user. When the Edit Profile is clicked the Edit Profile form opens from where you can update the Profile details such as Name, Address, Contact number etc. and as mentioned in the Edit form, fields with * are the mandatory fields which you can t leave blank. To save the edited profile, click Update. Your new profile is now saved. 8

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12 Change Password Change Password is used to change the existing password. Clicking on the Change Password tab you can get the Change Password form where you can type your New password and confirm the New Password. The password should be between 8-20 characters including alphanumeric and special characters. Then click Change Password to bring the new password into effect. 10

13 Contact Us Contact Us tab is used to send an message to your DP admin. In the Subject field provide the subject of your and in the Message field write your message. The is sent to the DP admin at the address mentioned in the field. 11

14 Log Out It will log out the user from the EDSS system. Logging out will redirect you to the initial Login page from where you can login again providing your login credential -Username and Password. 12