10 Steps to open an online account with Trade Smart Online

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Trade Smart Online (TSO) is one of leading discount brokers offering Flat Rs 15 per trade plan. For traditional customers company offer percentage based plan.

Individual account opening is just 10 step online process. This usually takes 15 to 30 minutes.

Steps to open an online account with Trade Smart Online

Step1: Register on trade smart online with your name, mobile number and email id. To open a free online trading account, leave your contact information with us.

You will get a welcome email from TSO.

Login and set your password.

Trade Smart Online Account opening Step1

Step2. Identity Detail - Fill your PAN Card Number and Date of Birth.

Trade Smart Online Account opening Step2

Step3. Select plan - Company offer Power plan and Value Plan, choose the segment and plan form given drop down.

Trade Smart Online Account opening Step3

Step4. Payment - Pay account openimg fee, the company also offer promo code on the same page. So you can use promo code if any available.

Trade Smart Online Account opening Step4

Step5. Personal Detail - Father Name, Address, other details. You have an edit option, so you can update the information.

Trade Smart Online Account opening Step5

Step6. Tax Residency - In case you have any other tax liability outside of India, you can mention in this section.

Trade Smart Online Account opening Step6

Step7.In person verification - Just start your mobile or laptop, camera and click a picture.

Trade Smart Online Account opening Step7

Step8. Upload Documents - You need to upload a list of documents which includes, PAN Card, Cancelled Cheque, Bank Statement, Your Signature, Address Proof, Passport Size Photo.

Trade Smart Online Account opening Step8

Step9. Bank Account Details - As per your primary bank information, please fill the information about IFSC Code, Bank Information and Account Number.

Trade Smart Online Account opening Step9

Step10. You will get an email on your registered email address. Click on verify link. You will redirect to EKYC page. Download your Account Openimg Form, Review and validate the information. In case you need to update any information, you can do so.

Trade Smart Online Account opening Step10 email verification

Now in the final step, if your Aadhar is linked with your mobile number, you can do e-sign process, Trade Smart Online Sales Support team is goimg to call you and help you to complete this process.

In case your Aadhar is not linked with your mobile number, you need to take printout of Account Openimg Form and signed on marker points and send to TSO head office.

Aadhar based e-signature process with Trade Smart Online

Aadhar based e-sign process one of the easiest way to complete your online account openimg process. With Aadhar e-signimg, you can avoid signimg physical application from. Only you need to send your POA document which is usually one or two page document. The POA document can't be signed digitally.

Steps to sign the account openimg from digitally -

Step1. After step 10 in the first process, you will see a Submit button. Click on that, this will open a popup window. You will get an OTP on your registered mobile number. Use that OTP as your password and login.

Trade Smart Online Aadhar e-sign Step1

Step2. You will redirected to the NSDL e-sign webpage, here you need to provide your Aadhar Number. Once you authorize NSDL, you need to request for OTP.

Trade Smart Online Aadhar e-sign Step2

Step3. Enter OTP and your are done with your account openimg paperwork.

Trade Smart Online Aadhar e-sign Step3

You are redirected to Trade Plus Online Portal with Congratulation Message.

Trade Smart Online Aadhar e-sign Step4

After this TSO sales team will review and verify your documents. The official timimg for this process is 24 Hrs, but should not take 24 hrs to activate your account. You will get a welcome kit in your email address.

Last updated on 22nd Jun 2019

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  2019-06-21T05:14:29+00:00






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