Getting started with Rupeezy means moving through a few simple stages: open and secure your account, add money, place your first trade, and then explore other ways to invest. This page is your map to all of it — each stage below links the step-by-step help article for that task. In a hurry? The quick-start checklist is the fast path from a new account to your first trade.
1. Open your account
If you have not opened your account yet, start here.
- How do I open an account with Rupeezy?
- What documents are required for paperless account opening?
- How long does it take to open an account?
- How do I check my account opening status?
2. Log in and secure your account
Once your account is open, sign in and lock it down before you trade.
- How do I log in to the Rupeezy app?
- How do I reset my MPIN?
- How do I set up TOTP for app login?
- What are the best practices for securing a trading account?
- What is the Kill Switch, and how do I use it?
3. Set up your profile
Add the details Rupeezy needs to move money and keep your account in order.
4. Add funds
You need money in your trading account before you can buy.
- How do I add funds to my account?
- Is there a minimum balance required?
- What do ledger balance, withdrawable balance and available margin mean?
5. Understand the charges
Know what you pay before you trade, so nothing surprises you later.
6. Find what you want to trade or invest in
Search for an instrument and keep the ones you follow close at hand.
- How do I search for stocks, ETFs, mutual funds, IPOs, and government securities?
- How do I add instruments to my watchlist?
7. Place your first trade
Pick how you want to trade, then place the order.
- Which product should I choose — Intraday, Delivery, MTF or T+5?
- What are the different order types, and how are they executed?
New to the markets? These short explainers help before you place that first order: what is the difference between trading and investing?, what is a stock (or share)?, and what are limit and market orders?
8. Track and exit your positions
Watch your open positions and close one when you want to book the result.
9. Withdraw your money
Move your funds back to your bank whenever you want.
- How do I withdraw funds?
- When can I withdraw after selling my shares or closing positions today?
- How do I check the status of my payout request?
10. Explore more ways to invest
Rupeezy is more than stocks — you can also invest in mutual funds, IPOs, government securities and more.
- Mutual funds and SIPs — activate mutual funds on Rupeezy, start a SIP, or invest towards a Goal
- Analyse mutual funds — study a basket in MF Lab and review your mutual fund portfolio analysis
- IPOs — how do I apply for an IPO?
- Government securities — how do I invest in G-Secs and T-Bills?
- Margin Trading Facility — how do I activate MTF?
11. Find your reports and statements
Your ledgers, contract notes and profit-and-loss statements live in Dock, Rupeezy's back-office portal.
- How do I log in to Dock?
- How do I access my ledgers and contract notes?
- Where can I view and download my P&L statement?
- How do I download my Tax P&L report?
12. Tools and features worth exploring
Once you are comfortable with the basics, Rupeezy has more to offer.
- Trading tools — place several orders at once with Basket Mode, protect your profits with a Trailing Stop Loss, automate entries with AMT (Automated Manual Trading) orders, trade fast with Scalper mode, and keep a chart in view using Picture-in-Picture mode.
- Get margin from your holdings — pledge or unpledge shares to use them as collateral margin.
- For developers — what is Vortex API?, and how do I register for the Trading API?
Need help?
- Can I call and trade?
- Where can I read Rupeezy's policies and procedures?
- If something does not look right, raise a complaint from the app or reach our support team.