Funds
Help manage Trading Account
Last updated
Help manage Trading Account
Last updated
Geojit Financial Services
How to Open the Funds page.
How to view your Pay In/Pay Out Report ?
The "Funds" page is a vital tool for users to manage their Trading Account. It allows users to keep track of their Available Funds, monitor their Margin usage, and manage their Account Balance.
The page provides a detailed overview of the user's financial status, including:
This is the total amount of margin available for the user to take new positions. It is calculated by adding the user's utilized cash and collateral balances.
This figure represents the amount of cash that is currently available in the user's account. Users can use this amount to take new positions or withdraw funds.
This shows the amount of margin that is currently being used for open trades.
Furthermore, the page provides a breakdown of the Margin Balance and Margin Utilized for each trading segment, allowing users to monitor their margin usage across different markets.
In addition to this, the "Funds" page offers users the option to manage their Account Balance. Users can add funds to their trading account or withdraw their balance directly from this page.
1) When you exit an Intraday Position for a profit, the profit from the transaction is only released as margin upon the settlement of the transaction, so until then the profit position is shown as blocked.
2) When you sell a stock from your holdings, only 80% of the sale proceeds are released as margin balance, with the remaining 20% blocked.
To go to "Funds" from More page, follow these steps:
This will take you to the "Funds" Page.
To go to "Funds" from Market Overview page, follow these steps:
The "Withdraw" feature in the FLIP Application is used for transferring amount from your Trading Account to your Registered Bank Account.
To "Withdraw" amount, follow these steps:
Click on "Withdraw" Button at the bottom of the page.
You will be redirected to Withdraw Funds Page.
At the top of the page you can see "Withdrawal Balance" available in the Trading Account. It is the amount that is available in the Account which you can "Withdraw".
Enter the Amount you wish to "Withdraw" on the box.
To confirm the Withdrawal of the entered amount, tap on the "Withdraw" Button toward the end of the page.
A Confirmation Message will be displayed.
"Add Funds" feature in the FLIP Application is used for transferring funds from the Registered Bank Account to your Trading Account.
To "Add Funds", follow these steps:
On the Funds page, locate and click on the "Add Funds" Button at the bottom of the page.
This will take you to the "Add Funds" page.
This page will display your "Current Available Fund Balance" and various options for adding funds.
Enter the desired Amount in the provided space.
Select the Bank from which you wish to transfer the Funds.
Choose the desired "Mode of Transfer" from the available options.
To Add Funds using "UPI ID", follow these steps:
Click on the "UPI" option provided on the FLIP Application.
Enter the "UPI ID" of your choice in the pop-up page.
The UPI ID will be verified before the request is sent.
A collect request from "Geojit" will appear on the selected UPI App.
Enter your "UPI PIN" and approve the transfer.
If the transfer is successful, you will receive a confirmation pop-up.
Please Note: The UPI linked bank is the same bank that is registered with Geojit by you.
To find the details of your pay-in/pay-out report, follow the below steps:
You will by default land on the "Funds" page.
Find the "Pay In/Pay Out" tab right next to the Funds button. Click on it.
Your Pay In/Pay Out Report is displayed, with the most recent transaction at the top. Date of transaction, transferred amount, and type of transaction can be seen.
You can see the report for a specific time period by clicking on the calendar icon given just below the Pay In/Pay Out button.
You can apply a filter and view the pay-in-only and pay-out-only reports too.
Click on the "Payout Status" button given right next to the Pay In/Pay Out Report.
Here you can see the transaction history, with the most recent one at the top. The requested amount and status (approved or rejected) will be shown here.
You can apply a filter and see the list of transactions that are approved and rejected separately.
Moreover, by clicking on the Payout Status, the user can easily view the current status of their Payout request in their MyGeojit Account. This feature offers users the convenience of tracking their Payout Requests and keeping themselves updated with the status of their account.
You can go to the "Funds" page from "Market Overview" page and "More" page.
Locate the "More" Icon on the navigation menu.
Click on the "More" Icon and you will be redirected to the More page.
Tap on the "Funds" Option.
Locate the "Market Overview" Icon at the top left-hand side of Watchlist, Orders, or Portfolio page.
Click on the "Market Overview" Icon and the Market Overview pop-up will appear.
Click on "More Details" adjacent to the Margin.
You be redirected to the "Funds" page.
Go to the "Funds" page.
If you have added multiple Bank Accounts, the default payout bank will be automatically selected. However, if you wish to select a different bank account, you can do so from the Drop-down Menu provided.
To "Add Funds", navigate to the Funds page by clicking on the "More" Button at the bottom of the page.
If you have multiple Registered Banks, click on the a "Drop-down" Icon to select the desired Bank.
Go to the "Funds" page.
