FAQs

• Logon to www.yesinvest.in
• Click on My Account
• Select Fund Transfer
• Click on Transfer In
• Enter amount under Amount field and click on Submit

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• Click on My Account
• Select Fund Transfer
• Click on Transfer Out
• Enter amount under Amount field and click on Submit

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• Click on Create Watchlist
• Enter Watchlist name and click ADD
• Now,you can view the watchlist you added

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• Click on the specific Watchlist you wish to add stocks into
• Click on Add Stock on your selected Watchlist
• Search Company Name, select your company name (of the desired exchange) and provide confirmation

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• Select Buy/Sell -> Place Order
• Search Company Name, select your company name (of the desired exchange), select Buy/Sell, product {Normal (CNC), MTF, Intraday (Regular, Bracket order (BO), Cover Order (CO)}, price & quantity values
• Select Advanced to enter advanced options & select Place Order

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• Go to Track/Manage -> Order Book
• Select your Order and click on Modify or Cancel

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• Click on YES Securities SNAP
• Allocate sufficient funds through Fund transfer option
• Click on IPO
• Click on IPOs List
• Select an IPO
• Select your Order type – Retail or Non-institutional
• Select your DP ID
• Select Cut-Off Price (to place the bid at the price decided by the Issuer) or you may bid your application within the given price band
• Now click on Submit button to proceed your application further
• Once the application is placed you are requested to check your application status through your IPO order book

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• Click on YES Securities SNAP
• Click on IPO
• Click on IPO Order Book
• Select date range and click on Submit
• If the order is placed successfully, status will reflect as ‘Offline Waiting’

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• Click on YES Securities SNAP
• Click on IPO
• Click on IPO Order Book
• Select date range and click on Submit
• You will be able to view your IPO application
• Kindly select your Order and select Modify or Cancel available on top right side the page.

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• Select Buy/Sell -> SIP
• Search Company Name, select your company name (of the desired exchange), select Buy/Sell, Quantity, Start date, Frequency and Select SIP (in case of Buy) or SWP (in case of Sell)

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• Click on Reports tab
• Click on respective report, date range, exchange and click View

• Limit: If you want to buy/sell stock at your specified price you should select “limit” as your order type Example: If you want to buy/sell 100 shares of XYZ Company at INR 1000. The current available price is INR 1020. You may place a limit order for Quantity 100, Price INR 1000. Once the stock trades at or below INR 1000, your order will be executed. If your limit price does not meet the prevailing stock price on the same day, order will get cancelled at the end of the day.
• Market: In order to buy/sell a stock at the best available price / current market price (CMP), one should select the Order type as “Market”
• Stop Loss limit order: The purpose of a stop loss order is to minimize / restrict losses on your open position(s) in case your trade goes against your expectation. Trigger price – The price at which a Stop Loss order gets activated in the system Limit price – The price at which client is willing to bear maximum possible loss
  Ex. You bought 50 shares of ABC at INR 100 with a view that the stock price may go up to INR 120. However, the stock price starts falling against your expectations. Here you can limit / restrict your losses depending upon your risk appetite. Let’s assume you are willing to bear losses up to INR 90. In that case you will execute a Stop Loss – Sell – Limit Order as follows => Place a Stop Loss Sell Order with a Trigger price (let’s say) of INR 95 and a Limit price of INR 90. In this case, once the market price reaches INR 95, your stop loss order will be activated in the system and it will get executed in the range of INR 95 – 90 thereby restricting your maximum loss to INR 90 per share
• Stop loss market order:A Stop loss market order is very much similar to a stop loss limit order with the only difference being that the stop loss order gets executed at the best available price / current market price (CMP) once it is triggered in the system

• DAY - Orders will be valid for the day when it is placed till the end of market hours
• IOC - It is an immediate or cancel order. If you select IOC, the order will executed only if the price mentioned by you is available in the market subject to availability of said quantity. In case the market price does not match your specified price, your order will be immediately cancelled.

• CNC - Cash and Carry

  Cash N Carry (CNC) is the most conservative product where investor needs to block the entire amount of required funds at the time of order placement. It is suitable for long-term investors.

  In simple words, if you intend to buy shares worth Rs.10,000, then you should have the entire amount of Rs.10,000 in your Trading Account and similarly, if you wish to sell 100 shares, all those 100 shares should be available in your demat account.

  How CASH N CARRY WORKS -

  • Buy stocks based on clear ledger balance and sale proceeds of the day i.e. "Available Delivery Limits"
  • Limits get enhanced immediately with the value of sell trade.
  • Sell stocks available in DP holdings
  • Convert your delivery product CNC to intraday product (MIS)

  Benefits –

  • Hold stocks till you get your desired profit, can be used as collateral for limits
  • Take your time to make a decision and reduce the risk of losses
  • Take advantage of company benefits like dividends, split of stocks, bonus, etc.
• Regular – (MIS - Margin Intraday Square off)

  MIS is an intra-day transaction product wherein you can take leverage up to 5 times on your existing margins. Your margins in this case will include your ledger balances, funds allocated and collateral value after haircut. All positions taken in MIS needs to be squared off before 3:00 P.M., else YSL will square off the open positions.

  Important note If you want to convert your position into delivery you can do so before 3:00 P.M. provided there are sufficient funds in your account.

  Example: Stock ABC is quoting at INR 350 and you wish to buy 100 shares. The total transaction value is INR 35, 000/- in order to buy the stock in intraday the required margin is (let’s say) 20% then you need to pay only INR 7,000/- to take the position in MIS

• CO - Cover Order

  Cover Order is a unique intraday product which helps one take super leverage of 10 times and above on your margins for intra-day trading along with a compulsory stop loss order. Your margins in this case will include your ledger balances, funds allocated and collateral value after haircut. There are 2 orders which are placed simultaneously; 1st order will be at market rate and 2nd leg will be stop loss market order which would get triggered at the specified stop loss trigger price. Once the order is placed you can only modify the stop loss price as per the specified range. If the trigger price is activated, the stop loss order gets executed as a market order. You can square off your open position before 3:00 P.M. by selecting “Exit CO”, else YSL will square off the open positions.

  Example: You place a Buy cover order for 100 XYZ Shares. In this order 1st leg will be a market order and will get executed at market price (let’s say INR 900). The 2nd leg order will be stop loss market order where you have to enter only the trigger price which would be within Trigger Range as is shown in the order screen.

• Bracket Order

  Bracket Order is type of order where you can enter a new position along with a Book Profit (SELL) means profit taking and Trigger Price(SELL) means stop loss.

  You can initiate Bracket orders using ‘Limit’ or 'Market' order. As soon as the main order is executed the system will place two more orders (profit taking and stop loss). When one of the two orders (profit taking or stop loss) gets executed, the other order will get cancelled automatically.

  Bracket orders can be used only for intraday trades. All bracket orders will be squared off automatically at predefined time basis YSL RMS policy time to time after 3:00 pm.

  Bracket orders are allowed on selective BSE/NSE stocks, F&O contracts

Collateral value is the value after haircut of your stocks with YSL account. Only those stocks approved by YSL are considered for providing Collateral. YSL Approved Stock list is updated on a regular basis on the portal. (Home page -> YES SNAP -> Reports - > Margin -> YES SECURITIES Collateral Master) On the basis of this collateral limit you can place orders in Intra-day product (Cash and Derivative) and for Carry forward derivative position.

Important note: You cannot buy delivery shares by using your Collateral value.

Notional Cash is the sale proceeds for all un-settled trades. You can use this balance for all transactions except IPO, SGB, ETF, OFS, etc.

Note: You cannot place Payout / Withdrawal request for notional cash balance