Video Tutorial | TradeSmart Knowledge Base

How to check list of referred clients and take referral bonus payout?

To check list of referred clients & referral bonus, please visit BOX >> Referral Center. You may access BOX directly (without entering the BOX user id and password) from our trading applications like Sine and TradeSmart. Please go to trading application >> Click on Menu bar >> Click on BOX. Alternatively, you may login to […]

How to place Payout Request from Back-office?

To place Payout Request from Back-office, please login on BOX.

How to view Ledger Balance in Back-Office?

To view Ledger Balance in Back-Office, please login in BOX.

How to view Trade Summary in Back-Office?

To view Trade Summary in the Back-Office,please login in BOX.

How to view Open position in Back-Office?

To view Open Position in Back-Office, please login in BOX.

How to view stocks in Demat account?

To view stocks in Demat account, please refer to the video.

How to view Client Master?

To view Client Master, please follow the steps. Login to BOX At top right corner, click on your name > My Profile Click on “Download Client Master” under “Demat” section

How to view Annual Profit and Loss (P&L) Summary?

To view Annual profit and loss Summary, please visit BOX.

How to generate Contract note from back office?

To generate Contract note, Login to BOX, go to ledger report. There is an option to download contract note at the right hand side on the bill entry. Please go through our blog on BOX back office to know the functions of all reports.