- Login to Hello Web site https://hello.geojit.com/#/login
- Sign up the account with Prospect’s Mobile number and Captcha.
- Enter Mobile OTP for mobile verification.
- E-mail verification can be done either through Google verification or through OTP
- Enter Prospect’s PAN and Date of Birth.
- Consent to be given to use Aadhaar number for opening online account.
- Access Digi locker account with Aadhaar number and OTP.
- Enter 6-digit security PIN for fetching KYC details from Aadhaar.
- Choose Products/Exchange and DP details from product stage.
- Capture live photo and enter basic details in basic information page.
- Enter Bank account details.
- Choose Nomination option and enter Nominee details if opting nominee, else client can opt out of nomination.
- The clients can presently check the status of emails sent to the dedicated email ids in Escalation matrix over phone and email id given.
- Select Brokerage plan.
- Read and Accept Terms and conditions including Tariff.
- Upload the necessary documents Pan, Bank proof and Signature image in white sheet of paper.
- Prospect should digitally sign the account opening application form and KRA form using Aadhar linked mobile OTP.
- After completing e-Sign, prospect will get a completion message along with DP ID and Trade code.
Account Opening Flow Chart