Can I use both Trading ledger and UPI Mandate and get a combined margin?

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• How can I switch my Fund Source from Trading Account to UPI Mandate(TSBM)?

  The client can switch the Fund Source from Trading Account to UPI Mandate(TSBM) from all the web, Mobile and exe applications. The client will have to go to Profile → My Details → Fund Source(TSBM) and put a switch request.

• Can I use BNPL, Intraday, Bracket Order, Cover Order and Margin Pledge when UPI Mandate(TSBM) is active?

  No.

• What is Margin Pledge?

  Margin Pledge is a process in which users can pledge their stocks to the broker in return for a collateral margin that can be utilized for trading. Let’s understand this better via an example; suppose I am an investor who has shares of RIL, TCS and ...

• How to switch back to trading account?

  The client will have to visit Profile → My Details → Fund Source(TSBM) to switch the Fund Source from UPI Mandate(TSBM) to Trading Account.

• Handling of Fixed Deposit (FD) created on my behalf from ledger.

  In the case of clients who have opted for fixed deposit from the ledger, any unutilized margin on the day of settlement payout will lead to liquidation of the FDR. The interest rate will be reduced based on tenor, and a prematurity penalty will be ...