Open Indiabulls Securities Account (Indiabulls Securities Account Opening Process, Documents and Charges)

Indiabulls Securities offers brokerage of Rs 11 per executed order across segments of NSE (CM, FO, CD), BSE (CM, FO) and MCX.

IndiaBulls Securities Account Opening Benefits

• Wide range of trading options: Trades in Delivery, F&O (Futures and Options), Intraday, IPOs, Mutual Funds, and Commodities.
• Seamless Client Onboarding: Indiabulls Securities app allows users to trade on their terms and onboard as a client with just a few clicks.
• Real time market updates: Get exclusive real-time updates and market insights.
• Commodity trading access: Indiabulls Securities also allows users to trade in commodities.
• Easy trading: Order online, track transactions, invest in IPOs, transfer funds, view your portfolio, and access intraday and historical charts.
• Desk support: Call the dealing desk at 022-61446300 to place orders.

Products Offered by IndiaBulls Securities

• Trading in equity, currency, F&O, and IPO
• Mutual Funds
• Margin Funding

IndiaBulls Securities Account Opening Process

Opening an account with Indiabulls Securities is simple and 100% paperless. There are no fees for opening an Indiabull Securities demat account. You can open a demat account online using your laptop or smartphone, but you will need to have some important documents ready. Opening a paperless account takes about five minutes.

1. Enter Mobile Number
   Input your phone number to begin the process.
2. Verify OTP
   Enter the OTP sent to your mobile to verify your number.
3. Enter Email ID
   Provide your email ID for account verification.
4. Click on Proceed
   After entering OTP and email, tap on Proceed.
5. Enter PAN Details
   Submit your PAN number and date of birth.
   (If KRA-verified, only DOB is needed)
6. KYC via DigiLocker(if not KRA-verified)
   You’ll be redirected to DigiLocker for document verification.
7. Bank Verification
   Choose UPI or enter Bank Details manually for verification.
8. Fill Personal & Trading Details
   Enter your personal info occupation, Mother’s name , Father’s name, etc
9. Add Nominee(Optional)
   Secure your investments by adding a nominee.
10. Upload/Fetch Income Proof(for F&O trading only)
    Required for derivatives segment. You can skip if not applicable.
11. Upload Selfie
    Take or upload a selfie for verification.
12. Draw Signature
    Draw or upload your signature.
13. Select Trading Segments
    Choose equity, F&O, commodity, etc., as per your need.
14. E-signature
    Complete the onboarding with Aadhaar-based eSign.

Things to Keep Handy While Opening Your Demat & Trading Account with Indiabulls Securities:

Basic Documents (Mandatory for All)

• PAN Card
• Aadhaar Card
• Bank account details (Account number & IFSC code)
• A working mobile phone with a camera (for selfie & document capture)
• Nominee details (Name, Date of Birth, Relationship, etc.)

Additional Documents (Required only if you want to trade in Futures & Options)

You can upload any one of the following as income proof:

1. Form-16
2. Latest 6-month bank statement
3. Latest salary slip
4. Net worth certificate issued by a Chartered Accountant
5. Income Tax Return (ITR) Acknowledgement
6. Demat holding statement

Indiabulls Securities Account Closure

To close the IndiaBulls Securities Account, follow the steps below:

1. Open IndiaBulls Securities App
2. Go to the Account Details Section
3. Click on the Bottom left Corner of the Profile button
4. Click on Settings
5. Click on Close Account
6. Clicking 'Close Account' displays a confirmation page listing all Demat Accounts to be closed. Users may optionally provide a reason for closing.
7. Upon clicking the Confirm & Close Account button, a closure request is submitted, and a Success message appears to the user.

The team will review the Account closure request against internal policies and SEBI Guidelines. The Trading account and all linked Demat accounts will close if the policies are passed. This may take 24 to 72 hours. If the user requests Account closure again, an error message will appear.