Frequently Asked Questions

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87 FAQs matched your search criteria.
  1. 001. How can I contact a Upmove representative to open a new account?
  2. 001. What is the account opening and maintenance charges for a minor account?
  3. 002. How long does it take to open a minor account?
  4. 002. Which are the forms required to open a Upmove trading and demat account, in the offline mode?
  5. 003. Can a minor account be opened entirely online?
  6. 003. What documents are needed to open a demat account offline?
  7. 004. Can I open Upmove accounts for all my children simultaneously?
  8. 004. Which address should the documents be sent to?
  9. 005. How can I apply for a PAN card for a minor?
  10. 005. What was the reason for the account opening application being put on hold?
  11. 006. How much time does Upmove take to process offline documents ?
  12. 006. What happens when the minor turns 18?
  13. 007. Can funds be added to or withdrawn from the minor account?
  14. 007. Is it possible to add a second or third holder to an existing individual account to convert it into a joint account?
  15. 008. What are the tax implications for a minor account?
  16. 008. What documents are needed to change nationality?
  17. 009. How can minors access Upmove account?
  18. 009. What is the "Mode of Operation" feature in a joint demat account?
  19. 01. How can I create a ticket or file a complaint with Upmove ?
  20. 01. How can I update my KYC details on Digilocker?
  21. 01. How to open demat account with Upmove through Smc
  22. 01. What are the documents required to open a Limited Liability Partnership (LLP) account with Upmove?
  23. 01. Where can I locate the UPMOVE account details?"
  24. 01. Which documents are needed to open a corporate account?
  25. 01. Why did Upmove send an email asking for certain documents to be resubmitted?
  26. 010. How can one open a joint demat account with Upmove ?
  27. 010. Who should sign if changes are to be made to the minor account?
  28. 011. Can DDPI (Demat Debit and Pledge Instruction) be activated in a minor account?
  29. 011. What is the "Most Important Terms and Conditions" page in the account opening forms?
  30. 012. What are the trading restrictions on a minor account?
  31. 012. Why does Upmove ask its clients to sign 'voluntary' documents in the account opening forms?
  32. 013. How to open a minor account offline at Upmove?
  33. 014. Which documents are needed to update or change the guardian on a minor account?
  34. 015. How to enable Upmove login access for a minor account?
  35. 016. What is a legal guardian letter, and why is it required for opening a minor account?
  36. 017. How to buy or sell securities in minor accounts?
  37. 018. Can someone above 18 years of age open a Upmove account using a PAN card issued when they were a minor?
  38. 019. What is the process to convert a minor account into an individual account once the minor turns 18?
  39. 02. "What steps should I follow to modify the name on my UPMOVE account?"
  40. 02. Documents Required to Open an AOP Account with Upmove?
  41. 02. What details are collected when opening an account with Upmove, and why are they collected?
  42. 02. What is the Financial Action Task Force (FATF) list?
  43. 020. What are the charges for opening a minor account at Upmove?
  44. 021. Who is liable to pay any applicable taxes on income earned through a minor’s account?
  45. 03. Charges Applicable for a Hindu Undivided Family (HUF) Account at Upmove
  46. 03. How can I deactivate or close my UPMOVE account?
  47. 03. What are the account opening, brokerage and other transactional charges applicable to a partnership account at Upmove?
  48. 03. What is Know Your Customer (KYC), and how can I check my KYC status?
  49. 04. FAQs | Investor Education and Protection Fund (IEPF)
  50. 04. What Are the Charges for Opening and Operating Corporate Account at Upmove?
  51. 05. Does Upmove ever contact clients to request personal or sensitive information, or ask them to transfer funds to a specific bank account?"
  52. 05. Procedure to Update Address for a HUF Account
  53. 05. What is an Overseas Corporate Body (OCB), and Can It Invest in Indian Markets?
  54. 06. Can a demat account maintained with other brokers be mapped to a Upmove trading account?
  55. 06. Can Non-Individual Account Holders Invest in Mutual Funds?
  56. 06. How does UPMOVE handle client password security?"
  57. 07. How can the mobile number or email ID be changed before opening a Upmove account?
  58. 08. Can an existing account holder open an account for a family member or friend using their registered mobile number and email ID?
  59. 09. Can more than one demat account be opened with Upmove?
  60. 09. How does the revision in BSE transaction charges impact a trader?
  61. 10. What documents are needed to open a demat account for a society?"
  62. 12. How long does it take to open an account, and where can the account opening status be tracked?
  63. 13. What is In-Person Verification (IPV), and why is it required?
  64. 14. Why is my PAN restricted from opening a trading and demat account
  65. 16. Is it necessary to send physical documents if the account is opened online?
  66. 17. What is an Electronic Contract Note?
  67. 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
  68. 19. What is Demat Debit and Pledge Instruction (DDPI), and how to activate it online and offline?
  69. 20. Is it possible to open an account in the name of a sole proprietorship firm?
  70. 21. What is Risk Disclosure Document (RDD), equity and commodity annexure documents?
  71. 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?
  72. 23. What could be the reason for the PAN verification failure while opening a Upmove account?
  73. 24. What is Demat Debit and Pledge Instruction (DDPI), and what are the steps to activate it both online and offline?
  74. 25. What is the minimum balance needed to keep a Upmove account active?
  75. 26. Why hasn't Upmove sent the login credentials via email even after 3 days?
  76. 27. Is it possible to upload multiple files as financial proof when opening an account?
  77. 28. How can images be converted to a PDF?
  78. 29. How can I find the name and date of birth (DOB) listed on my PAN card?
  79. 30. What is the process to link PAN with Aadhaar?
  80. 31. What is the process to download a masked Aadhaar?
  81. 32. What is the process to unlink the Aadhaar number from a Upmove account?
  82. 33. Why are PAN and Aadhaar collected through Digilocker for completing KYC with Upmove?
  83. 34. What are Standing Instructions and Consents for Upmove Account Opening ?
  84. 35. Is it possible to use a Paytm bank account to open an Upmove account?
  85. 36. Why was the account opening process halted, indicating that the account is being opened from outside India based on the IP address?
  86. 37. Why was only the client code provided and not the password in the welcome email?
  87. 38. What was the reason for putting the account opening application on hold?
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