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Online Account Opening

How can I open a new Trading and Demat account?

To open a new account, simply follow these steps:

Step 1: Click on the link

Step 2: Enter your 10-digit mobile number and verify your number by submitting the OTP.

Step 3: Enter your E-Mail ID and verify your E-Mail by submitting the OTP.

Step 4: Enter your 10-digit PAN number or You can verify PAN number by uploading PAN image.

Step 5: Do your KYC verification by authenticating your Aadhaar number with Digi Locker and allow the access to retrieve the documents.

Step 6: Select your gender.

Step 7: Select your Marital status.

Step 8: Select your Occupation.

Step 9: Select your yearly income.

Step 10: Select your trading experience.

Step 11: Write down your parent’s name (Father & Mother name).

Step 12: Select your bank name and mention your IFSC number. Here you will receive a pop-up to verify the details you have mentioned. If the details are correct then select “Looks Good” otherwise select “Not my bank”.

Step 13: Enter your account number then we will transfer 1/- to your account to verify.

Step 14: Take a selfie according to the given instruction for verification purpose. Before this you have to enable your location.

Step 15: Provide your valid signature to verify the declarations. (Either you can upload the signature according to prescribe format or you can draw it on screen)

Step 16: Enter nominee details or you can opt-out the details.

Step 17: To enable cash/F&O segment, you need to give access of Setu (Account Aggregator).

Step 18: Last step is Aadhaar E-Sign to authenticate your Demat account with Aadhaar number by entering Aadhaar number followed by OTP verification.

Step 19: Finally, you will get a welcome email with user ID and password reset link.

Step 20: After password reset you can sign in with the credentials and enjoy the journey.

Account Opening