Setting up your account
Can I create an investment account without a cash account?
Yes. You can choose not to create a cash account.
What are the documents required to open an Investment account?
Indian Residents: List of valid Photo identification proofs: · Aadhar Card (front+back) Others: List of valid identification proof · Resident Permit (front& back) · National ID (front& back) · Passport (with photo) · Driver's License (front& back) ...
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 ...
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.
Is it mandatory to provide a last name?
The name on your trading account must match the name on the Official ID document, however, if you do not have a last name, your last name will be replaced with a dot "."
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.