Video Guide · Onboarding
Onboard a client. Under a minute.
No forms, no printing, no follow up calls. Here is the whole flow, start to finish.
Steps in this video
Open the client and the platform checks their KYC status on its own. The same steps work for NSE and BSE, only a few questions differ.
1
Open the client
The platform checks their KYC status on its own. Nothing to look up manually.
2
KYC done, or KYC pending
If KYC is done you go straight to Manage Onboarding. If it is pending or not verified, the client is sent to CAMS Video KYC automatically. DigiLocker KYC is coming soon.
3
Tax status
Pick the tax status that applies to the client.
4
Basic details
Name, contact and identity details for the account.
5
Income details
The income bracket and occupation the exchange needs on record.
6
Bank details
The account the client will transact from.
7
Submit
One submit covers the whole application. The same flow serves NSE and BSE.
8
Client activates
NSE emails the client an activation link. They open it, confirm, and the account is live.