How does ‘Convert to Delivery’ impact the funds in my account?

How does ‘Convert to Delivery’ impact the funds in my account?

Converting an intraday position to delivery changes how your funds or holdings are handled by FYERS. This feature ensures that your trades shift from intraday settlement to long-term holding by allocating the necessary funds or securities appropriately.

Impact on funds and holdings

Depending on the type of position (BUY or SELL) and the segment (Equity or F&O), the impact on your account varies:

  • For Equity (Cash) Segment:
    • BUY intraday conversion: 100% of the trade value is blocked from your available cash balance.
    • SELL intraday conversion: The funds initially blocked are released, and the equivalent quantity of shares is blocked from your Demat account.
  • For F&O (Derivatives) Segment:
    • Intraday to Delivery: If you convert an intraday position, the full margin applicable for the delivery position is blocked. This may be higher than the intraday margin.

What if...

ScenarioWhat to do
You don’t have enough funds when converting a BUY orderThe conversion may fail—ensure full transaction value is available in your funds
You convert a SELL order and don’t hold enough sharesThe required shares must be available in your Demat account for successful conversion
You're trading F&O with tight marginsCheck margin requirements in advance as delivery positions require higher margin than intraday

Last updated: 18 Jun 2025