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Intermediary User Guide
Intermediary User Guide
Step 1: Self-Registration
Step 2 : Check status
Step 3: Login ID creation and activation
Step 4: Login to SEBI portal
Payment options:
As a part of Self-registration, applicant will be prompted to capture application fee payment details. The
following instruments will be accepted for payment of application fees.
Demand Draft
NEFT
RTGS
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Step 1: Self- Registration
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2. The following page will be displayed. Fill in the Applicant Details and click on Submit
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3. Fill the Payment Details. Applicant will have the option to capture multiple instrument details.
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5. To add instruments applicant to click on the “Add” button.
6. On addition, instrument details will be displayed in a table. Use the Edit, Delete icons in the
table to modify and delete instrument details.
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7. Click on Submit button to submit payment details. On submit, receipt details will be displayed to
the applicant. Receipt details will display delivery details in case of demand draft.
8. An email will be also be received by the applicant on submitting the self-registration request.
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Step 2: Check Status
2. The following screen will be displayed where applicant can enter the request no and email id to view
the status of the request.
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3. On submit, the self-registration request will be displayed.
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Step 3: Login ID Creation and activation:
4. Applicant to click on activation Link to generate OTP which can be received as SMS or Email. In
case the OTP is not received, applicant can click on the “Regenerate OTP” to generate it once
again.
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5. Applicant to capture the OTP received by SMS or email and click on “Activate Account” button.
6. On click of “Activate Account”, applicant will be prompted to capture the new password.
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7. An account activation completion a will be displayed with a link to login to the portal.
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Step 4: Login ID to SEBI Portal
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