Add investment accounts

An investment account is one applicant’s identity for IPO applications. Your self account is created with your profile. Add more accounts for family members or others you apply for.

Add an investment account

1. 1

   Open Profile.

   From the account menu or /profile.

2. 2

   Add an investment account.

   Enter the applicant’s name, PAN, Demat, and UPI for fund blocking.

3. 3

   Save — fields are masked after save.

   Sensitive values show only the last few characters in the UI and in logs.

4. 4

   Select accounts when you apply.

   On an open IPO, tick one or more accounts. Each gets its own application and UPI block.