Last updated on : 20 Nov 2011
 

Q. 01

What is My Motilal Oswal?

Q. 02

What are the features available in My Motilal Oswal?

Q. 03

How can I access My Motilal Oswal?

Q. 04

How can I customize My Motilal Oswal? 

Q. 05

How can I add or remove widgets in My Motilal Oswal?

Q. 06

How can I move widgets within the tab?

Q. 07

How can I Create New Tabs (Pages)?

Q. 08

How can I change the order of Tabs (Move the Tab Up or Down)?

Q. 09

How can I change the theme (Colours)?

Q. 10

How can I as a customer set my Nickname? (available only for customers)

Q. 11

How does My Motilal Oswal integrate Backoffice Reports?

Q. 12

How do I Set Alerts in My Motilal Oswal?

Q. 13

How can I create a Watchlist in My Motilal Oswal?

Q. 14

How can I access Research Reports in My Motilal Oswal?

Q. 15

How does Portfolio Restructuring work in My Motilal Oswal?

Q. 16

How do I transfer funds to MOSL through My Motilal Oswal?

Q. 17

Where can I view the Consent Letters in My Motilal Oswal?

Q. 18

Where can I view MOSt 2020 in My Motilal Oswal?

Q. 19

Where can I view Contract Notes and STT Reports in My Motilal Oswal?

Q. 20

Where can I view Depository Reports in My Motilal Oswal?

Q. 21

How can I Change Password in My Motilal Oswal?

Q. 22

Where can I view Commodity account reports in My Motilal Oswal?

Q. 23

How can I see a demo of My Motilal Oswal?

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Q. 01 - What is My Motilal Oswal?
 
A. 01 - My Motilal Oswal is a unique service that provides an integrated view of all your investments through a single sign-on. You can use the service to access all your statements and reports, set alerts and reminders based on research recommendations.

Simply put, all the pieces of information you require frequently can be created in the form of widgets or mini-applications that you can customize as per your individual needs.
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A. 02 - Through “My Motilal Oswal” you can enjoy features given below:

Feature List for both Customers and Guests:
  • Equity Market update
  • Commodity Market Updates
  • Market News
  • Alerts
  • Intraday Charts
  • Advances / Declines
  • Watch list
  • Research Reports
  • Derivative Summary
  • Equity / Commodity / MF Quotes
  • IPO News
  • MF News
  • Query Builder
  • Restructure Portfolio
Feature List for Customers only:
  • Integrated view of your portfolio
  • Equity Backoffice Reports
  • PMS Backoffice Reports
  • MF Backoffice Reports
  • Depository Reports
  • Contract Notes and STT Reports
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Q. 03 - How can I access My Motilal Oswal?
 
A. 03 - To access My Motilal Oswal, go to www.motilaloswal.com and click on .
Customers can log into My Motilal Oswal using any 1 of the below-mentioned 3 options:
  1. UCID: UCID stands for Unique Customer Identification Number and is generated for all customers of Motilal Oswal.  UCID is mapped to all products and services subscribed by customers. 
  2. Nickname: Customers can set their nickname which should be unique and they can use this nickname  to log into My Motilal Oswal.
  3. Equity Client code:  Customers can also log into My Motilal Oswal using their Equity Client Code. 
Guests can log into My Motilal Oswal using the Nickname they had set while registering for My Motilal Oswal.
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Q. 04 - How can I customize My Motilal Oswal?
 
A. 04 - You can customize My Motilal Oswal by setting preferences as per your individual needs. You can:
  • Add or Remove Widgets
  • Move widgets within the tab using drag and drop functionality
  • Create New Tabs (Pages) or Delete existing Tabs (Pages)
  • Change the order of Tabs (Move Tabs Up or Down)
  • Change the theme (Colours)
  • Set Nickname to log into My Motilal Oswal (only for Customers)
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Q. 05 - How can I add or remove widgets in My Motilal Oswal?
 
A. 05 - To add the widget follow the 3 simple steps:
  1. Login to My Motilal Oswal and select the tab in which the widget needs to be added
  2. Click on Add Widgets button
  3. Click on All Widgets and select the widget or search widget on its title (Widgets have been categorized product wise)
Please note that you can add maximum 6 widgets on My Page. If My Page already contains 6 widgets you have to either delete 1 widget or create a new tab and add widget in the new tab.

To remove a widget, follow the below-mentioned steps:
  • Click on the drop down arrow of the widget to be removed
  • Click on Delete Widget
  • You will be prompted to confirm whether you want to delete this widget. Click OK to delete the widget or Cancel to retain the widget
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Q. 06 - How can I move widgets within the tab?
 
A. 06 - To move a widget within the tab, place your cursor on the widget title bar and you will be able to see that the cursor changes to . Click on widget title bar and then drag and drop the widget to your desired location.
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Q. 07 - How can I create new tabs (Pages) ?
 
A. 07 - You can add a new Tab (Page) above or below a selected tab. To add a tab, follow 4 simple steps
  • Click on the drop down arrow of the selected tab
  • Select from Add Tab Above or Add Tab Below
  • Give a name to the tab and select the layout from 4 types of layout  (Different layouts are for different sizes of the widgets available)
  • Click on Save and Back to My Motilal Oswal to go the default page
To delete a tab, follow the below-mentioned steps:
  • Click on the drop down arrow of the Tab to be removed
  • Click on Delete
  • You will be prompted/asked to confirm if you want to delete this Tab. Click OK to delete the Tab or Cancel to retain the Tab
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Q. 08 - How can I change the order of Tabs (Move the Tab Up or Down)?
 
A. 08 - To move the Tab Up or Down, click on the down arrow to the right of the selected tab. Choose from the options Move Up or Move Down to move the tab.
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Q. 09 - How can I change the theme (Colours)?
 
A. 09 - You can change the theme of your choice by following these 3 simple steps:
  • Click on My Settings
  • Choose the colour theme from the available options
  • Click on Save 
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Q. 10 - How can I as a customer set my Nickname? (available only for customers)
 
A. 10 - To set your nickname, click on Set Nickname option on the top of page, type your desired nickname in the box given below and click on Save. 

Note: Nickname should be unique and if it is already in use by another user, you will have to provide another Nickname and Save it.

You will continue to get login access via UCID and Equity Client Code in addition to login access through Nickname.
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Q. 11 - How does My Motilal Oswal integrate Backoffice Reports?
 
A. 11 - Earlier the customers had multiple login ids and passwords to access various Backoffice Reports such as Equity Backoffice Reports, Demat Account Reports, Mutual Fund Reports, PMS Reports, etc and it was cumbersome to remember these multiple login ids and passwords. 

My Motilal Oswal is a powerful new way to track all your investments using an integrated login. You no longer need to remember multiple login ids and passwords to access various BackOffice reports. All your information from various product categories, based on the products subscribed by you, will be available to you as an integrated view via a single sign-on.
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Q. 12 - How do I Set Alerts in My Motilal Oswal?
 
A. 12 - Receiving timely market updates is of utmost importance. Alerts are the notifications sent by My Motilal Oswal based on the type of alerts set by you.  My Motilal Oswal provides this facility to set a variety of alerts including Research, Market updates, Reminders, Recommendations and News. These alerts can be triggered via SMS and Email.

Benefits to you:
  1. Personalized Alerts
  2. Stay in touch with market events
  3. SMS and Email options
Steps to set an alert:
  • Go to www.motilaloswal.com, and login to My Motilal Oswal
  • Click on My Alerts under Quick links
  • Click on Configure Alerts
  • Click on any 1 of the available types of alerts you want to set (Research, Market updates, Reminders, Recommendations and News)
  • Click on Add Alert, select the parameters including SMS/Email and click on Save icon
    E.g. For Research Alerts, parameters to choose are: Product, Frequency, Report Name and Channel (Alert Inbox, SMS or Email).  For Market Alerts, choose Company Name, Value (Price) and the Channel.
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Q. 13 - How can I create a Watchlist in My Motilal Oswal?
 
A. 13 - Watchlist is a feature in My Motilal Oswal through which you can create and customize your portfolio across various market segments like Equities, Mutual Funds, Commodities, and Derivatives to stay in touch with the market movements.

Benefits to you:
  • Customized Watchlist
  • Track market movements
  • Integrated recommendations
  • Multiple investment categories
Steps to create your Watchlist:
  • Go to www.motilaloswal.com, and login to My Motilal Oswal
  • Select Add Tab Above or Add Tab Below My Page Tab
  • Set Tab Name as ‘Watchlist’, select layout type 4 and tick check box ‘Make this as active Tab’
  • Click on Save and Watchlist Widget will be displayed below
  • Click on Add button to the right of Watchlist widget and Click on Back to My Motilal Oswal
  • To Add scrips to your Equity Watchlist, Click on Add button, Submit Company Name, Click on Save Icon   and Click on Return button. To add more scrips, Click on Add button, Add Scrips Button, Submit Company Name, Click on Save Icon   and Click on Return button. Unless you click on Save Icon , scrips will not be added to your Watchlist
  • To choose the various parameters related to scrip, Click on Edit button and choose from the various option and click on Save button
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Q. 14 - How can I access Research Reports in My Motilal Oswal?
 
A. 14 - Through My Motilal Oswal, you can now, view various MOSL Research reports  like MOSt Market Action, MOSt Derivatives Daily, Commodities Daily, MOSt 3x3, MOSt Weekly, MOSt Wealth, MF Key Report etc. via a Single SignOn.

Benefits to you:
  1. Online reports via a Single SignOn
  2. Updated information on Companies and Markets
  3. Award Winning Research & Advisory
  4. Informed decision making
Steps to steps to access Research Reports:
  • Go to www.motilaloswal.com, and login to My Motilal Oswal
  • Click on MOSL Research under Quick links
  • Click on View button to get a list of research reports
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Q. 15 - How does Portfolio Restructuring work in My Motilal Oswal?
 
A. 15 - Portfolio Restructuring is a service by which Customers and Guests can either Restructure or Upload and Restructure their Portfolio and get a Portfolio Restructuring advice immediately.

Following options are available to Customers:
  1. Customers can Restructure their existing MOSL Portfolio, Non-MOSL Portfolio or Both
  2. Customers can Upload any portfolio file in Basic Upload Format or Moneycontrol Upload Format and then Restructure that Portfolio. (Please note that this is saved as Non-MOSL Portfolio in the system)
Following options are available to Guests:
  1. Guests can Restructure their existing (Non-MOSL) Portfolio
  2. Guests can Upload any portfolio file in Basic Upload Format or Moneycontrol Upload Format and then Restructure that Portfolio.  (Please note that this gets saved in the system)
To restructure your Portfolio, log into My Motilal Oswal and click on ‘Restructure Portfolio’ button on the top right.  You will be provided options ‘Upload Portfolio’ and ‘Restructure Portfolio’.  Click on Upload Portfolio button and you will be able to view guidelines on How to Upload and Restructure your Portfolio.
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Q. 16 - How do I transfer funds to MOSL through My Motilal Oswal?
 
A. 16 - The funds transfer link has been added under Equity Reports widget in My Motilal Oswal. This facility is for offline customers to easily transfer funds for margin or fulfill your pay-in obligations to MOSL regarding your equity trading accounts.

All online customers can continue to transfer funds through the funds transfer link available on the online Trading platform.

Benefits to you:
  • Transfer funds to MOSL online
  • No need to login separately
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Q. 17 - Where can I view the Consent Letters in My Motilal Oswal?
 
A. 17 - Log into My Motilal Oswal using your UCID and Password -> Under Quick Links, Click on Policy Documents -> Click on View button appearing to the right of Consent Letter.  You can view Consent Letters from here.
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Q. 18 - Where can I view MOSt 2020 in My Motilal Oswal?
 
A. 18 - Log into My Motilal Oswal using your UCID and Password -> Under Quick Links, Click on MOSL Research -> Click on View button appearing to the right of MOSt 2020. You can view MOSt 2020 reports here.

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Q. 19 - Where can I view Contract Notes and STT Reports in My Motilal Oswal?
 
A. 19 - You can view your Contract Notes and STT Certificates through a separate Statutory Statements widget by adding the widget to your preferred tab.  Benefits to you by downloading contract notes and STT Reports from My Motilal Oswal are:
  • You can download contract notes for at most 90 calendar days in a zip file format and there is no need to download each contract note separately, as earlier
  • Filters have been provided to choose the segment for contract notes
  • You will be able to download all STT certificates for a financial year in a zip file format.  You will not have to download each STT Certificate separately, as earlier
Follow 3 simple steps to add a widget:
  1. Log into My Motilal Oswal and select the tab in which the widget needs to be added
  2. Click on Add Widgets button
  3. Click on All Widgets and select Statutory Statements widget from the pages listed below
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Q. 20 - Where can I view Depository Reports in My Motilal Oswal?
 
A. 20 - Log into My Motilal Oswal using your UCID and Password -> Click on My Page -> Under Demat/DP widget, you can view your demat account holdings and transactions.
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Q. 21 - How can I Change Password in My Motilal Oswal?
 
A. 21 - Log into My Motilal Oswal using your UCID and Password -> At the top of the page, Click on Change Password. Type Current Password, New Password, Confirm New Password and type the alphanumeric text in box given on right of Captcha and then Click on Change Password.
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Q. 22 - Where can I view Commodity account reports in My Motilal Oswal?
 
A. 22 - Log into My Motilal Oswal using your UCID and Password -> Click on My Page -> Click on NCDEX in Commodity Widget to view Commodities Backoffice reports. 

Incase Commodity widget is not available in My Page -> Click on ‘Add Widgets’. Type Commodity in the box appearing to the left of Search button and click on ‘Search’.  Once the Commodity widget is displayed below, click on ‘Add’ button. The Commodity widget will get added to your default page called My Page. Click on ‘Back to My Motilal Oswal’  to go to My Page and view the Commodity Backoffice Reports.
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A. 23 - To see a demo of My Motilal Oswal, go to http://bit.ly/mmodemo  and click on View Demo link below the login button.  The demo shows step by step flow on how to use various options in My Motilal Oswal.
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