Samco Web - Support | Samco

How to add stocks in Web Samco

Yogesh Salvi — Tue, 24 Nov 2020 10:53:43 +0000

Web Samco is a very user-friendly website trading platform that promises to make trading and investing a very simple and easy process.
Adding stocks to your own custom Watchlist is an easy task.
A watchlist is a comprehensive table of your favorite company’s stocks. You can view the stock rates, their daily gains, and other key metrics on a single screen.
Click on the Search Icon at the top of the watchlist to open the search screen. You can select any one of the markets like Equity, Currency, or Commodity and select the segments like Cash, Future, or Options.

Here, one can search by typing the name, symbol, or script code of the security. For e.g. if you wish to add ITC, you can do so by typing either the Symbol as “SBIN”, or by name as “State Bank of India”, or BSE Code “500112”.

To change the exchange segment in the equity shares, click on the NSE and you able to see to option select BSE or NSE.

You can add multiple symbols selected from different segments at a time. For e.g. If you wish to add Reliance shares and Reliance future, search Reliance in Cash & select the script. Now, by selecting “Futures” from the options, type RELIANCE, and select the future contract. Likewise, you can search and select as many symbols as you want. Post selection, click on “Added symbol” (beneath the Equity tab) then click on the number displayed beside it. All the selected symbols would be added in one go after clicking on “Add to Watchlist”

In the next screen, select the watchlist from the drop-down arrow to which you want to add the scrips and click on “Add to Watchlist”. You can also create a New watchlist group of the selected symbols directly by clicking on “New Group”.

For adding the Options contract symbol to the watchlist, follow these steps:
Eg. If you select options and search “Bank nifty” it will drop-down the expiry, strike price, and action (clicking on the blue links). You may take any of the contracts that you prefer.
Furthermore, it will also show the most popular strike price of the bank nifty contract below thus enabling the user to trade in the most-active contracts.

You can also add scrips from the feeds.
Eg. Click on the script name on the note. Next, click on the “+” button on the right-hand side of the price. Now on the corresponding screen, you would be asked to select the Watchlist where you wish to save the script.

Note: You can add a maximum of 30 stock symbols in one watchlist group, but you can create unlimited watchlist groups with different group names.
To know more about Watch l ist settings
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The post How to add stocks in Web Samco first appeared on Support | Samco.

How to Transfer Funds by using Samco Web

Pradeesh R — Tue, 04 Jan 2022 13:04:37 +0000

For anyone to start trading or to add more capital, they need to add funds to their trading account. Funds have to be transferred through the bank account linked to your trading account via UPI/ Payment Gateway/ NEFT/ RTGS/ IMPS or via Cheque in favor of Samco Securities.
It is a very simple process. Refer to the below steps to Transfer Funds into your Samco trading account by using the Web Samco trading platform.
To Transfer Funds, please follow the below steps.

Step 1 Login into Web Samco (Add URL)
Step 2 After Login, click on the “Quick Stats” icon or “Add Funds” button as shown in the below image.
Step 3 A. Once you click on the Quick Stats icon you will get the Transfer Funds option button.
- You able to see the “Transfer Funds” option button
- Click on the “Transfer Funds” tab then a new tab will open for the selection of Segments and payment modes.
Step 3 B. Once you click on the “Add Funds” tab then a new tab will open for the selection of Segments and payment modes.
Step 4 You can see the Segment, Bank Name, Transfer Type(Net Banking, UPI), and enter the Amount boxes.
Step 4 There are two types of funds transfer
1. Net Banking
2. UPI
Now we can check the steps How to transfer funds via “Net Banking” Mode
- Select the “Segment” as your trading requirement capital.
- Select the “Bank Name” (If have multiple bank account link with Samco trading account then choose the bank for fund transfer)
- Confirm the “Account number”
- Select Funds transfer mode is “Net Banking”
- Enter the amount for trading
Click on the “Submit” button After Click on the “Submit” button you will merchant reference for this Transaction id then Click on “OK” After click on “OK” you have redirected to the Bank Net banking login page. Fill in the details and complete the transaction.

For all the above process you can check your Todays Fund transfer amount under the “Quick Stats” tab in “Payin Today“
Now we can check the steps How to transfer funds via “UPI” Mode

Select the “Segment” as your trading requirement capital.
Select the “Bank Name” (If have multiple bank account link with Samco trading account then choose the bank for fund transfer)
Confirm the “Account number”
Select Funds transfer mode is “UPI”
Enter the UPI ID /VPA ID and the UPI ID should be linked to your registered bank account. Please ensure that the payment is made from your registered bank or else the payment would be rejected.
Enter the “Amount” for trading
Click on the “Submit” button
Open the UPI app (BHIM, Google Pay, PhonePe, etc) which UPI ID you used for the transaction, and approve the transaction. You will get the notification for the amount collected by Atom Technologies.
To complete this transaction, you need to enter your six/four-digit UPI pin and your fund will be transferred successfully.

After getting the ‘Success’ message in the UPI app, you will see the same success message from Samco. This web page might take a couple of seconds to reflect the transaction status, so don’t close this page in the processing period.
After completion of all the above-mentioned processes, now you will see your transferred fund in Quick Stats under Payin Today.
Note :
1. The amount entered by you in the amount field should be between 51To Rs.1,00,000 Max in UPI.
2. Ensure that the new transfers are made only from the UPI’s collected request and NOT made using SAMCO’s VPA (For E: UPI ID- Atom@Hdfcbank). If you make a transfer using Samco’s VPA directly, the money won’t reflect in your balance and you will have to raise a ticket for the credit or refund.

The post How to Transfer Funds by using Samco Web first appeared on Support | Samco.

How do I login into Web Samco

Yogesh Salvi — Tue, 24 Nov 2020 12:00:37 +0000

Web Samco is a trading platform provided only to Samco customers where they can trade and get an overview of market trending feeds. It works as a complete frontend where one can view their Watchlists, Orders, positions, funds, charts, holdings, etc.
If you don’t have Samco Demat and Trading account then please click here to open an account with Samco.
After you open an account with Samco. You can get your Trading User ID from the Welcome Email sent by SAMCO. Mail would be from the mail id: noreply@samco.in.
Please follow the below steps to log-in to the Web Samco trading platform.
Step 1. Login to Web Samco using the following link: web.samco.in

Step 2. Click on the “Login” Button

Step 3. Enter your User ID and password given in the welcome letter with your Year of Birth, and click on Secure Login.

Step 4. When you login for the first time you are required to set the answers for 2 Factor Authentication (2FA) questions. Answer any 5 of the 2FA questions and click on Save.

Step 5. After answering the 2FA questions, you would be asked to reset your Login. Kindly reset the password according to your liking.

Note:-

Password should be at least 6 characters and maximum 12 characters.
Password should not be the same as your User/Login ID.
Password should not be the same as your last 3 passwords.
For extra safety, it is recommended that you use a special character in the password.
Three consecutive wrong attempts block your Samco Trading account. To unblock your account just click on “Help” option and Unblock the account by entering your personal details.

If everything is proper you will get the message “Your Password has been successfully changed and the new password will expire in 90 days”

Step 6.Now you would be asked to again login with the new password.

Now you can create a watchlist and start trading with us.
Addition Links;-

The post How do I login into Web Samco first appeared on Support | Samco.

How to check Holdings in Web Samco

Yogesh Salvi — Tue, 17 Nov 2020 06:50:29 +0000

The Web Samco readily provides your entire holding details on a single interface.
To check holdings in Web Samco, after logging in to the Web Samco platform, click on the Position/Holding tab on the home page of the Web Samco screen.
In the Holding book, you can check Your Portfolio NAV, Total gain loss with the bifurcation of Day PNL, and Total PNL.
You can even directly sell your holdings or enter Stop Loss, or even buy more lots of your open positions without adding it to the watchlist.
With the help of the Filter, you can search your holdings with its value, its price, or quantity.

You may also use the dropdown (Symbol) and select the desired filter to search for your holdings.

If you wish to see your Holding’s Profit and Loss, as per the previous day’s close or the average buying price, then navigate to the Home page, click on User Settings, then on Account Settings.
Under Position Book Settings, select the option you prefer and click on the Save button.

Note: The buying average price shown in Web Samco is according to the FIFO method.

Watch this video to understand How check holdings

Addition Links.

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