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System Configuration Settings

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Trading Session

EVENT NSE Cash NSE FNO BSE Cash
Market Open 09:15 HRS. 09:15 HRS. 09:15 HRS.
Margin Sell Square off 15:10 Hrs NA 15:10 Hrs
Market Close 15:30 Hrs 15:30 Hrs 15:30 Hrs
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Password Policy


In keeping with the latest circulars and guidelines from NSE and BSE, the password policy for client passwords on the Internet trading terminal of HSBC InvestDirect Securities (India) Limited has been made more stringent. The new policy shall require.
  • The client id and password should not be the same
  • The new password cannot be the same as the previous password.
  • The Password should be minimum of 8 characters and maximum of 12 characters.
  • The password is required to contain a mix of numbers (0-9), alphabets (A-Z/a-z) and special character.
  • Password should not contain white spaces, single quote( ' )and double quote( " )
  • The password will expire every 14 days.
  • The password will get locked if the password is not entered correctly 3 times consecutively.
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After Market Order


Please Note:
  • After market orders will be accepted daily between 05:30 P.M. to 10:00 P.M. and then from 11:00 P.M. to next day 08:00 A.M.
  • You can place After market orders in NSE & BSE across Delivery, Margin and SRS products.
  • All your orders will be risk validated post 8:00 a.m. on next trading day.
  • All risk validated orders will be sent to exchange at market open time.
  • You can cancel the AMO before risk validation.
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SEBI Circular Information

All our customers are requested to take note of following points:

A) Customers intending to trade in derivatives (F&O) segment are required to compulsorily provide documentary evidence of financial details.Click here to find list of acceptable documentary evidence. Please note that financial information along-with documentary evidence is required to be updated on an annual basis.

B) For operational convenience, client may provide us an authorization to maintain their trading account on a running account basis. Such running accounts would require renewal annually, if client wishes to avail such operational convenience on a continual basis. Click here to download the letter format. Kindly note that such running account authorization is Optional.

The duly completed documents along-with documentary evidence may be submitted at your nearest branch or can be dispatched at the following address:

Central Processing Cell
HSBC InvestDirect Securities (India) Limited,
HSBC Umang, Fifth Floor, Mind Space,
Link Road, Malad West, Mumbai - 400064

For queries, please call our customer service department on 1800 209 44 77 | 1800 200 4477
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SEBI circular - Short-collection/Non-collection of client margins

At HSBC InvestDirect, it is our constant endeavor to keep you informed of market developments and information to facilitate your trading with us.

We would like to inform you about SEBI circular ref no. CIR/DNPD/7/2011 dated August 10, 2011 directing Stock Exchanges to levy penalty on any margin shortfall in the F&O segment w.e.f September 01, 2011.

The penalties applicable for margin shortfall on your account as specified in the circular are mentioned below:
Shortfall in margin Per day penalty to be levied to client account
(as a percentage of the shortfall)
Less than 1 Lakh and less than 10% of applicable margin 0.5 %
Greater than 1 Lakh or greater than 10% of applicable margin 1.0 %
  • Incase of margin shortfall continuing for more than 3 consecutive days, penalty of 5% for each day of default beyond the 3rd day of shortfall will be levied to client account.
  • Incase of margin shortfall continuing for more than 5 days in a month, penalty of 5% for each day of default during the month, beyond the 5th day of shortfall will be levied to client account.
We request you to maintain adequate upfront margins on open/new F&O positions and top-up margin, as required, on regular basis so as to avoid levy of penalties.
Kindly note repeat instances of non maintenance of upfront margin may lead to suspension of your trading account.
To view the SEBI circular, please click here
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Guide to Secondary Password


Untitled Document
 
As transaction volumes originating from channels like Internet etc are gaining momentum and provide greater convenience for our customers, they also present significant opportunities for fraud and phishing activities etc. In order to enhance security on accessing the trading platforms and to provide protection against any un-authorised access which would create risk to both customers and HISL even where there is no risk of immediate financial loss, we recommend having the static password with Random Character Challenge (RCC) implemented on the first level login.
 
 A.Set Secondary Password
 
 B.Set Secondary Password
 
 C.Forgot Secondary Password
A. Set Secondary Password      Go to Top
   
 
1. When you log in to the website using the first level user ID and password, you will be requested to set the secondary password.
   
 
   
2. The screen displayed will be as below, wherein you are requested to set the answers for forget password, as well as set secondary password. On successfully entering the details the system will prompt you to re-login. (Kindly note the secondary password can’t be the same as first level password)
   
 
   
3. Post successful re-login, screen requesting secondary password will be displayed as below;
   
              



 
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B. Secondary Password Reset      Go to Top
   
 
1. Access the "My Profile" section post first level login, refer screen below:
   
 
   
2. Go to the bottom of the “My Profile” to access “Edit \ Change Details” page. On resetting the secondary password the customer will be asked to re-login.
   
 
   
 
   
 
 
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C. Forgot Secondary Password      Go to Top
   
 
Re-generate the secondary password by clicking on the “Forgot Secondary password” link on the “Enter Secondary password “screen. It will ask for the first level password. Post successful authentication it will allow set the new secondary password
 




 
In case the incorrect password is entered 3 times the accounts gets locked and the customer would have to unlock the account and generate a new secondary password by selecting the forgot password link.
 
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System Requirements


System Requirements
SmartTrade
Minimum Recommended
Operating System Windows XP, Windows7 Windows XP
Hard Disk Space 1 GB 1 GB
Minimum Memory
Requirement (RAM)
1 GB 2 GB
Internet Connectivity 512 kbps and above 1 mbps
Sun Java JRE 1.6
(Update 17 and above)
JRE 1.6
Update 17

SmartInvest
Minimum Recommended
Operating System Windows XP, Windows7 Windows XP
Hard Disk Space 1 GB 1 GB
Minimum Memory
Requirement (RAM)
1 GB 2 GB
Internet Connectivity 512 kbps and above 512 kbps
Sun Java JRE 1.6
(Update 17 and above)
JRE 1.6
Update 17

SmartStart
Minimum Recommended
Operating System Windows XP, Windows7 Windows XP
Hard Disk Space 1 GB 1 GB
Minimum Memory
Requirement (RAM)
1 GB 2 GB
Internet Connectivity 512 kbps and above 512 kbps
Sun Java - -


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Observation / Caution letters based on trading pattern of trading members and their client/s


To identify and alert trading members/ clients at an early stage about unusual/abnormal activity, Exchanges have decided jointly with SEBI to issue observation/ caution with letter to Members/ Clients where such activities are observed. Further in such cases, trading member may also take appropriate measures against the clients for such activities. Refer NSE circular NSE/INVG/20934 and BSE notice 20120605-30 dated June 5, 2012 for details

Given below details of the circular for reference:

With a view to identify and alert the market participants viz., Members, and their Clients at anearly stage about unusual/abnormal activity, the Exchanges have decided jointly with SEBI toissue observation/caution letters to Members/clients where prima facie, unusual/abnormalactivities are observed by the Exchange. This practice will start with immediate effect.

Trading members may note that as per the Code of Conduct prescribed in SEBI (Stock Brokersand Sub-Brokers) Regulations, 1992 a stock broker is required to act with due skill, care anddiligence in the conduct of all his business. In continuation to the same, upon receipt ofobservation/caution letter from the Exchange, they will take adequate measures to ensure thatthere is no continuation of or undertaking of similar trading activity by them or their clients

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Important: Two Step Authentication for Accessing the Online Trading Platforms


In order to make the trading platform more secure, HSBC InvestDirect will be adding an additional layer of password protection. This initiative will enhance your security in a way that access to the trading platform is not delayed. The additional layer of security will also ensure compliance with the SEBI circular no: CIR/MRD/DP/ 8 /2011 which mandates brokers to have a Two-Factor Authentication for access to Trading. Kindly find below the changes on the trading platforms with regards to same. Should you have any clarifications/queries, email to customerservice@hsbc.co.in or call us on our Toll Free number 1800-209-4477 (India Toll Free) or 080-30111500 (Toll Chargeable).


A) Authentication process for SmartSTART and SmartINVEST

1. On login for the first time
On successful first level login you would be asked to set the answers to the secret questions for "forgot password", post which you which the system will prompt you to enter the Bank Account number of the registered bank account linked to the trading account, post which it will request for secondary password to be set. On successful authentication you will be prompted to re-login and you will be required to enter the First level login details and secondary password to access the trading platforms.

2. Existing Customer
All existing customers, who have been accessing the website, you will be requested to authenticate your account by entering the details of the bank account linked to the trading account, post which they will be prompted to mandatorily reset the secondary password.

Kindly note this is a one-time exercise for customers login to browser based terminals

B) Authentication process for accessing SmartTRADE and Low Bandwidth Site

In order to enhance the authentication process on accessing SmartTRADE terminals, you will be mandatorily required to enter the account number of the bank account linked to the trading account on every login. Please note if you enter the incorrect bank account or trading password thrice the account will be locked. Refer screens below of the login page which will be requested on access to SmartTRADE and Low Bandwidth Site.

Smart Trade login Mobile Trade login

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Frequently Asked Questions (FAQs)

1. How do I receive the log in ID and password for the first time?
After we complete the account opening formalities we would send the welcome pack, which will mention the Client Code. This Client code needs to be quoted by you for any queries with regards to your account. Alternatively, you can also access the services and trading platforms* on www.hsbcinvesdirect.co.in using the client code and password which is mailed to you separately for security reasons.

2. How do I login?
Click on the login screen on the website or access the www.trade.hsbcinvestdirect.co.in , where-in you will be prompted to enter the Client Code and password, whilst the secondary password input screen will be disabled. Enter the Client code and Password provided and click on login.


On clicking on login the screen you will be prompted to reset the password, post which you would be requested to set the answers for forget password, as well as set secondary password. On successfully entering the details the system will prompt you to re-login. (Kindly note the secondary password cannot be the same as first level password)





Post successful entry the system will ask you to re-login again with your Client Code, Password and Secondary Password. You will be required to enter these credentials henceforth to access the services and trading platforms* on the website


*Trading platforms are enabled only for customers subscribed to Internet Trading



3. How do I reset the Secondary and Login Password?
Refer the process below for resetting the Secondary and Login Password

a) Access the "My Profile" section post first level login, refer screen below:

b) Go to the bottom of the My Profile page to access Edit \ Change Details page. On resetting the secondary or the login password you will be requested to re-login.

4. I have forgotten my secondary password and login password. What do I do?
Re-generate the secondary password by clicking on the "Forgot Secondary Password" link on the login page. It will ask for the Bank Account Number mapped to the trading account and login password. Post successful authentication it will allow you to set the new secondary password.



5. I have forgotten my login password. What do I do?
Re-generate the Login password by clicking on the "Forgot Password" link on the login page. It will ask for details of the Bank Account Number linked to the trading account and any 2 of the forgot password questions. Post successful authentication it will allow you to set the new login password.



6. How do I Unlock my account?
Click the "Unlock Account" link on the login page, where-in you would be requested to enter the details of the Bank account Number and PAN number provided at the time of account opening. Post entering the correct details, the account will be unlocked.

7. Is secondary password required to login to SmartTRADE?
Secondary Password is not required to login to SmartTRADE. SmartTRADE can be accessed by entering the Client Code, Password and Bank Account Number. In the near future we intend to have a uniform login experience, wherein you would be requested to enter the secondary password similar to the website.

8. How do I request for a new password?
It's recommended that you reset the password online; this will save you time (Refer Point 3, Section B Reset secondary and Login Password). Alternatively you can reach us on 1800-200-4477 / 1800-209-4477 (Toll Free) or +91-80-30111500 or mail to customerservice@hsbc.co.in Your requested will be processed in 48 hours.

9. Will I be charged for requesting physical password?
Currently there are no charges for physical password requests.

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1. I am not able to access the services and the trading platform. What do I do?
Basis feedback received from you, we have reduced the number of passwords required to access the services and the trading platforms on www.hsbcinvesdirect.co.in.
W.e.f the ___________________, you will be required to login with the client code provided at the time of account opening and only one password to access the services and online trading platforms* on the website.

*Online Trading Platforms are accessible to customers who have subscribed to Internet Trading with HISL

2. I am an online trading customer, how do I access SmartSTART and SmartINVEST?
Till now you had to login with a user ID and 2 levels of password to access the trading platforms. In order to make the login experience easier and more secure, you will be required to login with the Client Code and the trading password to access the services and the trading platforms on www.trade.hsbcinvestdirect.co.in . Refer screen below:

Should you have any concerns kindly mail to customerservice@hsbc.co.in or reach us on 1800-200-4477 / 1800-209-4477 (Toll Free) or +91-80-30111500

If you want to trade immediately, then use our Tele-Trade service for placing of Orders through a dealer. The Toll Free No. is 1800-200-4477 / 1800-209-4477 (Toll Free) or +91-80-30111500. For trading through Tele-Trade, you will need to authenticate yourself with Client code.

3. I am an Offline customer, how do I access the reports on the website?
Till now you had to login with a user ID and first level password to access the services and reports on www.trade.hsbcinvestdirect.co.in. In order to make the login experience easier and more secure, you will be required to login with the Client Code instead of the user ID; both the other passwords remain as is currently being used. Refer screen below


Should you have any concerns kindly mail to customerservice@hsbc.co.in or reach us on 1800-200-4477 / 1800-209-4477 (Toll Free) or +91-80-30111500

4. I have forgotten my secondary password and login password. What do I do?
Re-generate the secondary password by clicking on the "Forgot Secondary Password" link on the login page. It will ask for the Bank Account Number mapped to the trading account and login password. Post successful authentication it will allow you to set the new secondary password.



5. I have forgotten my login password. What do I do?
Re-generate the Login password by clicking on the "Forgot Password" link on the login page. It will ask for details of the Bank Account Number linked to the trading account and any 2 of the forgot password questions. Post successful authentication it will allow you to set the new login password.



6. How do I Unlock my account?
Click the "Unlock Account" link on the login page, where-in you would be requested to enter the details of the Bank account Number and PAN number provided at the time of account opening. Post entering the correct details, the account will be unlocked.

7. Is secondary password required to login to SmartTRADE?
Secondary Password is not required to login to SmartTRADE. SmartTRADE can be accessed by entering the Client Code, Password and Bank Account Number. In the near future we intend to have a uniform login experience, wherein you would be requested to enter the secondary password similar to the website.

8. How do I request for a new password?
It's recommended that you reset the password online; this will save you time (Refer Point 3, Section B Reset secondary and Login Password). Alternatively you can reach us on 1800-200-4477 / 1800-209-4477 (Toll Free) or +91-80-30111500 or mail to customerservice@hsbc.co.in Your requested will be processed in 48 hours.

9. Will I be charged for requesting physical password?
Currently there are no charges for physical password requests.

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1. What is Secondary Password authentication?
Secondary Password authentication process is an approach to authenticate user by verifying "two or more" of the authentication factors.


2. Why is Secondary Password necessary for HSBCInvestDirect?
SEBI has issued a guideline to all stock broking entities to implement Two-factor authentication for login session for all orders emanating using internet.


3. How 2FA (Two factor Authentication) is implemented for HSBC InvestDirect?
While login through HSBC InvestDirect you are required to enter your Client Code, Password and Secondary Password. If both levels of authentications are successful then only you will be allowed to enter the transaction pages of HSBC InvestDirect.
In case of 3 unsuccessful attempts to enter the Secondary Password your account will get locked.


4. What happens if I enter incorrect secondary password at the time of login?
Yes. On entering the incorrect secondary password thrice the accounts gets locked, you will be required to unlock the account. To unlock the account, select the "Unlock Account" link on the login page.


5. I have forgotten my secondary password. What should I do?
Re-generate the secondary password by clicking on the "Forgot Secondary password" link on the "Login" screen. It will ask for the Bank Account number and Login password. Post successful authentication it will allow you set the new secondary password.
You can mail your concerns to customerservice@hsbc.co.in or reach us on 1800-200-4477 / 1800-209-4477 (Toll Free) or +91-80-30111500. For trading through Tele-Trade, you will need to authenticate yourself with Client code.

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Important Announcement - Change in CMP DP ID

Customers are requested to make a note of the changes in HISL Demat A/C. This will be used while initiating Delivery Instruction to HISL for pay-in and margin obligations.

The changes would be made effective from 2nd August, 2010

OLD CM DETAILS NEW CM DETAILS
  Purpose CM BP ID DP ID CLIENT ID CM BP ID DP ID CLIENT ID
1 SECURITIES PAY IN NSE IN510330 IN300095 10003971 IN565873 IN303825 10000005
2 SECURITIES PAY IN BSE IN601252 IN300095 10150660 IN655873 IN303825 10000013
3 CASH MARGIN ACCOUNT - IN302871 20157629 - IN303825 10000046
4 FnO MARGIN ACCOUNT - IN302871 20157637 - IN303825 10000054
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Forgot Password

Step 1:Call us on our toll free nos. 1800-209-4477 / 1800-200-4477 or +91-80-30111500 (local, STD, ISD charges apply) and speak to our customer service executives. Alternatively you may write to us at the email IDs mentioned below form your registered email ID:
For Indian residents :customerservice@hsbc.co.in
For NRIs : nri@hsbc.co.in
Step 2:We will generate a fresh password and send the pin mailer by courier to address registered with us. You will receive the same within 3 to 5 working days.
Step 3:Login with your new passwords. Kindly change the password after login.
Note:In case you do not get your password within 3 workings days, you may call our customer service executives at the numbers mentioned above and find out the status of your request for password re-set.
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Login to Online Services

HSBC InvestDirect Securities (India) Limited has decided to discontinue its retail broking and de-mat businesses. Please visit the HSBC InvestDirect website homepage for details.
AMO Message
Client Code  ?Login with your Client Code which has been sent with your welcome kit.
Password  ?New customers - the password is part of the PIN mailer, you will be asked to reset the same on login for the first time.
Existing online trading customers enter the trading password.
Secondary Password
1
2
3
4
5
6
7
8     
 ?First time users will be requested to set the secondary password. You would be asked to enter any 3 characters of the secondary password on subsequent login.
Account Type
 
              
Unlock Account  |  Forgot/Reset Password  |  Forgot Secondary Password
System Requirements  |  Password Policy  |  FAQ's
 
Note:
  • IL&FS Investsmart Securities Limited is now HSBC InvestDirect Securities (India) Limited
  • Normal market both Capital Market and Derivative segment for both NSE & BSE will open at 9:15 am from 18th October 2010