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Knowledge base
My Account & Profile
Profile & bank
9
How do I change my Bank Account Number ?
How do I change my email address?
How do I change my mobile number ?
How do I add a new bank account?
How do I add a nominee?
View all 9
Login & security
29
How do I freeze or unfreeze my trading account?
How do I reset or unlock my password?
How do I set up TOTP for app login?
What is the Kill Switch and how do I use it?
How do I sign in with a QR code?
View all 29
Authorisations (DDPI)
3
Why does Rupeezy ask for a DDPI (alternative to POA) for the demat account?
How to activate DDPI (POA) for Your Demat Account ?
Why did NSDL send me an SMS and email about blocking my securities for pay-in?
Complaints
7
How do I create a ticket or raise a complaint at Rupeezy?
How to know the status of my complaint ?
Can I create a ticket after my Rupeezy account is closed?
Can I create a ticket without logging in to my Rupeezy account?
How do I attach files while responding to a ticket?
View all 7
Close account
1
How do I close my Rupeezy Demat and Trading account?
Charges & Taxes
Brokerage & charges
12
How much are delivery charges?
How to View the Charges Summary
What are MCX transaction and other charges (as per Exchange and Government)
What are NSE transaction and other charges (as per Exchange and Government)?
What are the AMC charges for Demat?
View all 12
Getting Started
Account Opening Process
20
How do I open an account with Rupeezy?
How long does it take to open an account with Rupeezy?
What all documents are required for paperless account opening with Rupeezy?
Can an NRI / NRO resident open an account ?
How do I know if my trading account is opened with Rupeezy?
View all 20
First Steps
5
I've opened my account — what do I do first?
Is there a minimum balance required in my Rupeezy trading account?
Can I call and trade
What do ledger balance, withdrawable balance and available margin mean?
Where can I read Rupeezy's policies and procedures?
Using the App
Alerts & tools
7
How do I set price alerts?
What is Scalper mode and how do I use it?
What is F&O scanner?
How to modify or delete an alert on the Rupeezy app?
How will I be notified if an alert is triggered?
View all 7
Baskets
2
How do I use Basket Mode?
How do I share a basket?
Charts
23
How do I enable a multi-layout chart?
How do I use Picture-in-Picture (PIP) mode?
Can third-party charting applications be connected with Rupeezy?
How do I change a candle's body, wick, or border colour on the chart?
How do I change the price scale and axis on the chart?
View all 23
Downloads & platforms
8
Is there a separate Rupeezy app for NSE and MCX?
How do I download the Rupeezy app?
How do I log in to Rupeezy web?
What platforms can I use to trade on Rupeezy?
How do I update the Rupeezy app?
View all 8
Stock SIP
2
How do I set up and manage a Stock SIP?
How do I modify a Stock SIP?
Watchlist & positions
26
What is a floating position?
How do I use the Futures Chain?
How do I view the Option Chain on Rupeezy and what does it show?
What's on the stock detail screen?
What is P&L based on market depth?
View all 26
App settings
1
How to switch to dark theme on Rupeezy?
Products & Segments
Government Securities
5
How do I invest in G-Secs and T-Bills on Rupeezy?
What are dated G-Secs and State Development Loans (SDLs)?
What are Government Securities (G-Secs)?
What are the benefits of investing in G-Secs and T-Bills?
What is a Treasury Bill (T-Bill)?
IPO
17
How do I apply for an IPO?
Can a minor apply for an IPO?
Can I apply for an IPO without UPI?
Can I apply for SME IPOs on Rupeezy?
Can I improve my IPO allotment chances?
View all 17
MTF (Margin Trading Facility)
11
How can I convert my MTF position to delivery on the Rupeezy app?
How to activate Margin Trading Facility (MTF)?
Does Rupeezy offer lower interest rates for MTF?
Is BTST (T+5) allowed in Rupeezy's MTF?
How do I reduce margin on my positions?
View all 11
Options: Greeks & strategies
8
How are Option Greeks Calculated?
How to check Options Greeks on Rupeezy?
How to check Options Greeks & Strategies on Rupeezy?
How to create Options Strategies in TradingView Terminal
How to create options strategies with Strategy Builder
View all 8
T+5
5
What is the T+5 product?
Which product should I choose — Intraday, Delivery, MTF or T+5?
Can I take a new trade while I hold a T+5 position?
Does the T+5 holding period include Saturday and Sunday?
How do I convert my T+5 position to Delivery?
Equity
2
Delivery
Intraday
Placing & Managing Orders
Order types & validity
33
What is an Iceberg order and how do I use it?
What is order splitting?
How to use the basket order feature on the Rupeezy app?
Does Rupeezy provide "Good Till Canceled" (GTC), "Good Till Date" (GTD), or "Valid Till Date" (VTD) orders?
Can I place a Cover order on the mobile app?
View all 33
GTT & conditional orders
19
What are GTT orders and how do I place them?
How to place One Cancel Other (OCO) GTT Orders?
What are GTT Orders at Rupeezy?
Are Good Till Triggered (GTT) orders available for F&O contracts?
How to delete Good Till Triggered (GTT) orders?
View all 19
Managing & protecting orders
6
What is Market Price Protection (MPP)?
How do I use Order Tags?
How do I square off positions on the Rupeezy app?
How do I set a Trailing Stop Loss?
How to cancel orders quickly on the Rupeezy app?
View all 6
Reports & Statements
Reports
8
Where can I view and download my P&L (Profit & Loss) statement?
Where can I get my contract note in Rupeezy?
How to download tax P&L Reports?
Where can I download my ledger report?
How do i access my ledgers and contract notes ?
View all 8
Holdings & demat
8
How to pledge shares to get margin (collateral margin)?
How do I transfer my shares to another demat account?
How do I pledge or unpledge shares?
Where can I see my unlisted stocks?
Can I sell pledged securities instantly without placing an unpledge request?
View all 8
Accessing your reports
1
How do I log in to Dock?
Mutual Funds
Mutual Fund Basics
28
What are mutual funds and how do they work?
What are ELSS Plans?
What are Debt Funds?
What are Liquid Funds?
What are Equity Funds?
View all 28
SIP
10
How are automatic monthly installments processed for payment?
How to start a SIP on Rupeezy?
How to modify, pause or delete a SIP on the Rupeezy app?
Why has my SIP installment been deducted from the bank, but it is not reflecting on my dashboard or investment portfolio?
How to change autopay / bank for SIP on Rupeezy?
View all 10
Transactions
9
My amount got debited but the transaction shows as failed. When will I get the refund?
Why did I receive less money than the amount I withdrew or redeemed from my account/investment?
Rupeezy Mutual Fund Refund Policy
Can I update the Saving account for redemption of Mutual funds Unit?
What is my mutual fund login ID and how to log in?
View all 9
MF Lab
15
What is MF Lab on Rupeezy, and how does it work?
How can I create a virtual basket in MF Lab?
What historical performance metrics does the MF Lab provide?
How does the MF Lab assess risk in my asset basket?
Can I see how diversified my asset basket is?
View all 15
Getting started with MF
2
How to place a lumpsum order on Rupeezy?
What is Goals on Rupeezy?
About Mutual Funds on Rupeezy
7
How to activate mutual funds on Rupeezy?
What are the advantages of investing in mutual funds on Rupeezy?
What are the charges for investing in mutual funds on Rupeezy?
What is the mutual funds platform on Rupeezy?
What is XIRR on Rupeezy?
View all 7
Getting Started
9
How do I see my mutual fund portfolio analysis on Rupeezy?
How to check mutual fund scheme details on Rupeezy?
How to search for mutual funds on Rupeezy?
How to view mutual fund investment details on Rupeezy?
How to view mutual fund investments on Rupeezy?
View all 9
Developer & API
API & MCP
13
How does the Algo ID work in API trading?
How does Static IP work in API trading?
How do I register for the Trading API (Vortex)?
How do I set up the Rupeezy MCP server?
Can I subscribe to historical API without subscribing to Vortex API?
View all 13
Market Education
Futures & Options basics
19
What are the risks of trading Futures and Options (F&O)?
What is F&O (Futures and Options)?
What are the trading restrictions during an F&O ban?
How do I read an option chain?
How do options help in hedging?
View all 19
Market basics
43
How do I prepare for volatile market days?
What are circuit limits or price bands?
What are short term capital gains and long term capital gains?
What is interoperability of exchanges and how does it affect my Equity and F&O trading?
What is Limit Price Protection (LPP)?
View all 43
Charts & technical analysis
15
How do I read a candlestick chart?
What are a trend and a trendline?
What are Bollinger Bands?
What are common candlestick patterns like doji, hammer and engulfing?
What are double tops and head-and-shoulders patterns?
View all 15
Corporate actions
11
How do corporate actions affect the share price and my P&L?
What is the difference between record date and ex-date?
What are AGMs and EGMs, and can I vote as a shareholder?
What are corporate actions?
What are dividends, and how do I receive them?
View all 11
Economy & markets
10
How does crude oil affect the Indian market?
What are bond yields, and why do rising yields worry equity markets?
What are FII and DII flows?
What are GDP, IIP and PMI?
What happens to markets on Budget day?
View all 10
Fundamental analysis
15
How do I read a balance sheet?
How do I read a profit and loss statement?
How do I read an annual report?
How do I use valuation ratios like P/E, P/B and PEG?
What are debt-to-equity and interest coverage?
View all 15
Indices & passive investing
8
How is an index constructed?
What are beta and alpha?
What are the Nifty Next 50, midcap and smallcap indices?
What are sectoral and thematic indices?
What is an index fund, and how is it different from an ETF?
View all 8
IPO basics
12
How does IPO allotment work?
How does the IPO process work, from DRHP to listing?
How is an SME IPO different from a mainboard IPO?
What are the retail, HNI and QIB categories in an IPO?
What are the price band and book building in an IPO?
View all 12
Margins & leverage
6
What are SPAN and exposure margins?
What are VaR and ELM margins in equity?
What is a margin shortfall, and what is the penalty?
What is collateral margin from pledging?
What is margin in trading?
View all 6
Market microstructure
12
How does order matching work on a stock exchange?
What are block deals and bulk deals?
What are IOC and Day order validity?
What are market makers?
What are order freeze limits in F&O?
View all 12
Risk management & trading psychology
12
What is a drawdown?
What is capital preservation, and why does surviving matter most?
What is concentration risk?
What is FOMO in the markets?
What is overtrading, and how do I avoid it?
View all 12
Settlement & clearing
9
How are F&O trades settled?
What are NSDL and CDSL?
What are pay-in and pay-out?
What happens if I sell shares before they are delivered to my demat account?
What is a clearing corporation?
View all 9
Surveillance & investor safeguards
8
How do I spot pump-and-dump schemes and fake stock tips?
What are surveillance measures, and why do exchanges use them?
What is a market-wide circuit breaker?
What is the Additional Surveillance Measure (ASM)?
What is the Enhanced Surveillance Measure (ESM)?
View all 8
Taxes on trading & investing
8
Do I need to pay advance tax as a trader?
How are buybacks and bonus shares taxed?
How are dividends taxed?
How is F&O trading taxed?
How is intraday trading taxed?
View all 8
Commodities
19
How are commodity contracts settled?
How do commodity futures work?
How do I start trading commodities on Rupeezy?
What is the difference between spot price and futures price, and what is basis?
What are commodity lot sizes and contract specifications?
View all 19
Adding & Withdrawing Money
Add funds
5
Can I transfer funds from bank accounts that are not linked to my Rupeezy account?
How do I add funds to my account ?
Why are my transferred funds not updated?
Why was an email and SMS sent by the clearing corporation informing about the allocation of funds?
Why does Rupeezy email a weekly statement?
Withdraw funds
8
How do I check the status of my payout request?
How do I withdraw funds ?
How much time does it take to process a withdrawal request?
How does Instant Withdrawal work?
When can I withdraw my funds if I sell my shares or close my positions today?
View all 8
Referral & Rewards
Refer & Earn
3
Rupeezy COINS FAQs
Rupeezy Refer and Earn
What is REFER & EARN 2.0 Programme ?
Partners
Mutual Fund Distributors
2
How to add new client or lead on partner app
How to Connect AI to Client Data in Minutes with Privacy Mode
Authorised Person (AP)
1
Registration