I am getting a max daily limit reached error in the PAN number section, what do I do?
This error is prompted when a user attempts to verify an Incorrect PAN Number more than 5 times. In such a case, Please click on "Save& Exit" at the top right-hand corner of the screen and continue the signup journey by logging into the account after 24 business hours.
Kindly note, the PAN number provided needs to be valid and the details on the PAN such as Date of Birth& Name must match with the information provided while onboarding.
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It is showing DOB mismatch near the PAN number section, what do I do?
Please make sure that the Date of Birth provided while opening an account is the same as per the document provided (Aadhaar Card). Please provide the correct Date of Brith to proceed further.
If I am getting name mismatch concern what do I do?
The person onboarding will encounter this particular error, if the name on the aadhaar card and the name on the account does not match. Hence the name has to be the same as mentioned on the documents.
How do I fund my account?
"To add funds to your account, click on ""Add Funds"" under Investment Account. Enter the amount you wish to transfer to your brokerage account. You will need to add bank details for the first fund transfer by completing the verification. This ...
Am I required to provide my political party's name?
As per the SEC requirement our broker partner, Drivewealth, is required to collect the details if you or your immediate family member is politically exposed, you are required to provide the political name and party name associated with it.