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Opening An Account - How To Open A Trading Account

Opening An Account - How To Open A Trading Account

Q.
Who is entitled to open an online trading account with HSBC InvestDirect Securities (India) Limited?
A.
Any individual, Hindu undivided family (HUF), proprietary firm, partnership firm, or a company can open an account with HSBC InvestDirect Securities (India) Ltd.
Q.
How do I open an online trading account with HSBC InvestDirect Securities (India) Limited?
A.

Opening an account with HSBC InvestDirect is really very easy. You may choose any of the following means:.


  • Call us on our Toll free No 1800-209-4477 OR 1800-200-4477 and we will have our executives attend to you.
  • Write in to us at customerservice@hsbc.co.in. If you are an NRI write to us at nri@hsbc.co.in
  • Simply fill in a couple of your details online and our executives will help you get started
Q.
What are the proofs/documents required to open an online trading account?
A.

The following documents (as per SEBI guidelines) are required to open an online trading account to serve as proof of address and proof of identity:

Documentation required Salaried Employees Self Employees Partnership Firm Corporate
PAN Card Yes Yes Yes Yes
Photograph Yes Yes Yes Yes
Proof Of Address Yes Yes Yes Yes
Proof Of Identity Yes Yes - -
Partnership Deed - - Yes -
Letter of Authority - - Yes -
Memorandum and articles Of association - - - Yes
Board Resolution - - - Yes
Signature Verification Yes Yes Yes Yes

Proof of address can be a copy of any one of the following:

  • Electricity bill
  • Passport
  • Latest telephone bill
  • Banker's verification
  • Rent Agreement
  • Flat maintenance bill
  • Insurance policy
  • Certificate issued by employer registered under MAPIN

Proof of identity can be a copy of any one of the following:

  • Passport
  • Pan Card
  • Voters ID card
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