I am unable to view my holdings on SELFIE/TraderX. Why?
As per SEBI and exchange circulars on the Mandatory Block Mechanism for Pay-in and Early Pay-in, there are certain restrictions with respect to your trading and demat account:
- For non-POA/non-DDPI clients, holdings of unsettled positions will not be shown on our trading platforms till settlement. To verify your holdings, please check the contract note which is sent to your registered email ID and accessible on MyGeojit.
- The trading account PAN and first holder PAN of linked Demat accounts must be the same to be able to view holdings. If they do not match, trading permission in the equity segment will stand withdrawn and holdings of such accounts will not be shown on our trading platforms. Note that these holdings can be viewed on MyGeojit. For example:
Trading Account Holder Holder Sequence of linked Demat Account Trading Allowed A A, B, C Yes B A, B, C No B B, A, C Yes - If you are having two or more demat accounts, one with POA and others without POA, shares will not reflect in portfolio of trading platforms. Note that these holdings can be viewed on MyGeojit. For shares to reflect in portfolio, please refer below:
1. Activate DDPI for the account which is not having PoA
OR
2. Cancel PoA of the account having PoA. Since both accounts not having PoA, the shares will reflect in trading platform and you can sell using e-DIS
OR
3. Detach the demat account which is having PoA from the trade code, if there are no shares in this account or shares are not tradable. Then client can sell the shares using e-DIS.
Please contact your branch or customer care for any assistance.
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