Account Opening / Residential Individual (Online)
Residential Individual (Online)
Frequently Asked Questions
- 01. How to open demat account with Upmove through Smc
- 02. What details are collected when opening an account with Upmove, and why are they collected?
- 03. Can a trading and demat account be opened with Upmove if there is an existing account with another broker?
- 04. Can a trading account be opened without opening a demat account?
- 05. Can the demat account be closed while keeping the trading account open?
- 06. Can a demat account maintained with other brokers be mapped to a Upmove trading account?
- 07. How can the mobile number or email ID be changed before opening a Upmove account?
- 08. Can an existing account holder open an account for a family member or friend using their registered mobile number and email ID?
- 09. Can more than one demat account be opened with Upmove?
- 10. How to link a bank account while opening a Upmove account?
- 11. Can more than one trading account be opened with Upmove?
- 12. How long does it take to open an account, and where can the account opening status be tracked?
- 13. What is In-Person Verification (IPV), and why is it required?
- 14. Why is my PAN restricted from opening a trading and demat account
- 16. Is it necessary to send physical documents if the account is opened online?
- 17. What is an Electronic Contract Note?
- 18. The error message "Your account is pending for activation at the exchanges. We will notify you shortly once your account is activated." appears even though the account has been opened because the account is still awaiting activation by the exchange. Y
- 19. What is Demat Debit and Pledge Instruction (DDPI), and how to activate it online and offline?
- 20. Is it possible to open an account in the name of a sole proprietorship firm?
- 21. What is Risk Disclosure Document (RDD), equity and commodity annexure documents?
- 22. Who is considered a Politically Exposed Person (PEP), and why is it necessary for them to submit income proof when opening an account with Upmove?
- 23. What could be the reason for the PAN verification failure while opening a Upmove account?
- 24. What is Demat Debit and Pledge Instruction (DDPI), and what are the steps to activate it both online and offline?
- 25. What is the minimum balance needed to keep a Upmove account active?
- 26. Why hasn't Upmove sent the login credentials via email even after 3 days?
- 27. Is it possible to upload multiple files as financial proof when opening an account?
- 28. How can images be converted to a PDF?
- 29. How can I find the name and date of birth (DOB) listed on my PAN card?
- 30. What is the process to link PAN with Aadhaar?
- 31. What is the process to download a masked Aadhaar?
- 32. What is the process to unlink the Aadhaar number from a Upmove account?
- 33. Why are PAN and Aadhaar collected through Digilocker for completing KYC with Upmove?
- 34. What are Standing Instructions and Consents for Upmove Account Opening ?
- 35. Is it possible to use a Paytm bank account to open an Upmove account?
- 36. Why was the account opening process halted, indicating that the account is being opened from outside India based on the IP address?
- 37. Why was only the client code provided and not the password in the welcome email?
- 38. What was the reason for putting the account opening application on hold?