Trading Account Details (Client Profile)


Trading Account Details section lets you manage your contact details registered with Indiabulls. Below is the screenshot of the window that opens when you click on this option in 'Customer Profile' section:

change your contact details online

Here, you can view your accounts details in two distinct tables - one providing Demat Account Details and other providing Trading Account Details.

How to change my contact details in Trading Account?
To change your contact details given in Trading Account, follow the steps given below:
  1. Enter new details in the text boxes provided.

  2. Click on 'Verify and Save Changes' button to send your update request.

  3. On clicking, the system validates your request and accepts it, if details are found to be valid. Or else, it displays you the relevant message.

  4. Note! You can also delete your request (if it is still pending) by clicking on 'Delete' button given in Pending Request table.

How to change my personal details in Trading Account?
To change your personal details given in Trading Account, follow the steps given below:
  1. Enter new details in the fields provided.

  2. Click on 'Verify and Save Changes' button to send your update request.

  3. On clicking, the system validates your request and accepts it, if details are found to be valid. Or else, it displays you the relevant message.


How to change address of Trading Account?
To change address of your Trading Account, click on 'For Demat/Trading Account Address Change form, click here' link given at the bottom. (You can also refer to the first screenshot given on this page)On clicking this link, the system opens a new window where you can read the instructions to change your Trading Account address.

 



Also Read:

  1. Demat Account Details
  2. Branch / RM Details
  3. PAN Details
  4. Bank / DP Details
  5. Main Window