Steps to be followed for Start of Trading in ISS
(Please initiate all steps simultaneously):-

• Please get in touch with Networking Dept. /Systems Department for establishing connectivity.
• Please get in touch with Systems Dept. on telephone no. 27812056/8 (Ext. 104/145/164) for your FTP (File Transfer Protocol Services – This will help you access the Extranet Server for getting downloads and other data including circulars) PASSWORD. Please mention the User ID allotted to you for getting the FTP password. Your User ID would have been intimated to you by the Technology Department after your registration as a sub-broker. After receipt of the FTP PASSWORD, please access FTP (log in) using the above User ID and password and submit your request for 'Application for Approval of User' online. The same will also have to be submitted on your letterhead (soft copy format is available on our website.)
• Please ensure that you are NCFM certified for the relevant segment i.e Capital Market and Derivatives segment & BCSM for BSE Cash Segment before submitted the user request. Please ensure that a hard copy of the NCFM/BCSM certification mark sheet is sent along with the hard copy of the ‘Application for Approval of User’. After the hard copy of the ‘Application for Approval of User’ is received at ISS and the online submitted data is received, ISS will allot the trading password within 72 hours. A default password will be allotted to you who should then be changed. At this point you should get in touch with the Exchange Systems personnel and ask then to install the ODIN software for trading purposes. Please also insist that your mail ID is configured at this point. You may then log into the trading system thereafter.
• Please ensure that you open Bank Accounts i.e. Client Account and one Settlement Account with HDFC Bank Ltd. for BSE & NSE Cash segment wherein series should start from 099067 for funds settlement purposes and a demat Beneficiary account with any DP for securities settlement purposes. Also note that you have to open separate settlement A/c for F&O segment in HDFC Bank wherein series should started from 099067.
• You will have to keep deposits with ISS for trading purposes to start trading. Rs 50,000 (In CASH) in the said settlement A/c.
• Please ensure that all your statutory payments have been met : SEBI Annual fees ( Rs 5,000.00 ) ; ISE Annual Fees (Rs 12,500.00)( for Dealer ) and 1000/- for (Trader) ISS Annual fees Rs 5,000.00)
• Please ensure that you have submitted the statuary documents. Net worth certificate for Individuals. *For Corporate – 1) Net worth certificate (2) Latest Audit report with copy of Balance Sheet & P&L A/c. You may contact Mr. Sarang Joshi on 2781 2056 Ext. no. 116.
• Please ensure that information in the ISS Form is submitted along with the Application for Approval of User. (NSE/BSE Activation Forms )
• Please ensure that you have submitted these documents in Membership Department You may contact Mr. Kedar or Mrs. Simi Mohanan on 27812056 Ext. 121/140