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Knowledge base
My Account & Profile
Profile & bank
6
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 6
Login & security
6
How do I freeze or unfreeze my trading account?
How do I reset or unlock my password?
How do I set up a passkey?
How do I set up TOTP for app login?
What is the Kill Switch and how do I use it?
View all 6
Authorisations (DDPI)
2
Why does Rupeezy ask for a DDPI (alternative to POA) for the demat account?
How to activate DDPI (POA) for Your Demat Account ?
Complaints
2
How to raise a complaint ?
How to know the status of my complaint ?
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
16
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 16
First Steps
4
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?
Using the App
Alerts & tools
3
How do I set price alerts?
What is Scalper mode and how do I use it?
What is F&O scanner?
Baskets
2
How do I use Basket Mode?
How do I share a basket?
Charts
17
How do I enable a multi-layout chart?
How do I use Picture-in-Picture (PIP) mode?
How to Trade From Charts (TFC) on TradingView charts at Rupeezy?
How do I view multiple charts on Rupeezy?
What does the Day's Range on Rupeezy represent?
View all 17
Downloads & platforms
4
How to download the Mobile app for NSE+MCX?
How to download the Mobile app for NSE?
How to log in web Based trading software?
What different softwares are available ?
Stock SIP
1
How do I set up and manage a Stock SIP?
Watchlist & positions
6
What is a floating position?
How do I use the Futures Chain?
What's on the stock detail screen?
What is P&L based on market depth?
How do I sort and filter my Positions screen?
View all 6
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
1
How do I apply for an IPO?
MTF (Margin Trading Facility)
9
How can I convert my MTF position to delivery on the Rupeezy app?
How to activate Margin Trading Facility (MTF)?
How to activate subscription for reducing interest into my MTF account?
Is BTST (T+5) allowed in Rupeezy's MTF?
How do I reduce margin on my positions?
View all 9
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 TV 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
8
What is an Iceberg order and how do I use it?
What is order splitting?
How can I place basket orders on Flow?
Does Rupeezy provides "Good Till Canceled" (GTC) or "Good Till Date" (GTD) or "Valid Till Date" (VTD) order?
Can I place Cover order on Mobile App
View all 8
GTT & conditional orders
2
What are GTT orders and how do I place them?
How to place One Cancel Other (OCO) GTT Orders?
Managing & protecting orders
4
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?
Reports & Statements
Reports
7
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 7
Holdings & demat
4
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?
Accessing your reports
1
How do I access my reports (Dock back office)?
Mutual Funds
Mutual Fund Basics
18
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 18
SIP
8
How are automatic monthly installments processed for payment?
How to start a SIP on Rupeezy?
How to modify SIP date or amount?
How to cancel an ongoing SIP?
Why has my SIP installment been deducted from the bank, but it is not reflecting on my dashboard or investment portfolio?
View all 8
Transactions
4
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?
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 start investing in Rupeezy?
What is Goals on Rupeezy?
Developer & API
API & MCP
7
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 7
Market Education
Futures & Options basics
2
What are the risks of trading Futures and Options (F&O)?
What is F&O (Futures and Options)?
Market basics
8
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 8
Adding & Withdrawing Money
Add funds
3
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?
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
