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Holding View                                        

Holding View allows the client to view the stock details as available in DP and can also place hold/release requests for stocks.

This topic provides reference about:

View Stock Holdings

  1. Click DP Gateway à Holding View. The Holding View page is displayed.

  2. Select DP Bank.

  3. Click View Holdings. A confirmation note is displayed.

  4. Click OK, to proceed. The Holding View page is displayed with following details.

    •   Scrip Name

    •   ISIN

    •   Free DP Balance

    •   Blocked

    •   Available DP Balance

    •   Hold

    •   Release

    •   Quantity

     

In case Beneficiary account is not mapped with the client, an error message is displayed.

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Hold Request for Stocks

  1. Click DP Gateway à Holding View. The Holding View page is displayed.

  2. Select DP Bank.

  3. Click View Holdings. A confirmation note is displayed.

  4. Click OK, to proceed. The Holding View page is displayed with following details.

    •   Scrip Name

    •   ISIN

    •   Free DP Balance

    •   Blocked

    •   Available DP Balance

    •   Hold

    •   Release

    •   Quantity

     

  5. Navigate to the scrip you want to hold request.

  6. Select the Hold check box against the required scrip name. Similarly, to remove clear the check box.

  7. Enter Quantity.

  8. Click Hold Request. On authentication the request for that particular scrip is kept on hold.

To select all scrips to be kept on hold, select Hold All option check box.

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Release Request for Stocks

  1. Click DP Gateway à Holding View. The Holding View page is displayed.

  2. Select DP Bank.

  3. Click View Holdings. A confirmation note is displayed.

  4. Click OK, to proceed. The Holding View page is displayed with following details.

    •   Scrip Name

    •   ISIN

    •   Free DP Balance

    •   Blocked

    •   Available DP Balance

    •   Hold

    •   Release

    •   Quantity

     

  1. Navigate to the scrip name you want to release request.

  2. Select the Release check box against the required scrip name. Similarly, to remove clear the check box.

  3. Enter Quantity.

  4. Click Release Request. On authentication the request for that particular scrip is released.

To select all scrips requests to be released, select Release All option check box.

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