3 STEP ALL-IN-ONE INVESTMENT

ACCOUNT 2.0 OPENING DECK

Strictly for internal use only.

 ADDITIONAL FEATURES OF
ALL-IN-1 INVESTMENT ACCOUNT 2.0

Easy and smooth Powered by best in Enablement of STP

account opening class FinTech API for fast and easy
process. integrations with IDfy, account opening.
Digio and Signzy.

Options of opening Derivatives privilege Promo-codes and

account through activation in the referral programs.
Digilocker, KRA account opening
validation and journey.
manual journeys.

Upfront option
available to the
customers back-
track the journey.

Strictly for internal use only.

 3 EASY STEP TO PROCESS

VERIFY

KYC

E-SIGN

Strictly for internal use only.

 VERIFY | Mobile verification

Enter mobile
number
and press
continue

CUSTOMER CAN
TRACK APPLICATION
BY CLICKING ON
“HERE”

Strictly for internal use only.

 VERIFY | Verify Mobile Number

Enter OTP
sent on
given mobile Click on
number. verify

SELECT RELATIONSHIP OF
GIVEN MOBILE NUMBER.

Strictly for internal use only.

 VERIFY | Enter Email ID

Enter email
ID

Option to
enter Promo
code if any.

SELECT RELATIONSHIP
OF GIVEN EMAIL ID.

Strictly for internal use only.

 VERIFY | Verify Email OTP

Enter OTP
sent on given
email-id so as
to authenticate
the same.

Strictly for internal use only.

 VERIFY | PAN Verification

Enter PAN
and DOB
DOB should
be as per
PAN card

If customer’s PAN is KRA verified then customer will

automatically proceed with KRA journey

Strictly for internal use only.

 VERIFY | Confirm PAN CARD details

Name as per
ITD will be
displayed on
screen.
Click on
confirm to
continue

IF PAN IS INCORRECT, THEN CLICK

ON “RE-ENTER PAN”

Strictly for internal use only.

 VERIFY | Search Branch Details

Enter IFSC

Search by IFSC if you know the IFSC code else search by bank to
find the IFSC

Strictly for internal use only.

 VERIFY | Choose IFSC code

Select bank
branch
details

Strictly for internal use only.

 VERIFY | Verify Bank Account

Enter bank
account
number and
Penny drop customer ID
will be done (incase HDFC
to customer’s bank)
mentioned
account to
verify bank
details.

Incase if
customer
bank detail
do not match
customer has
to upload
bank proof

Strictly for internal use only.

 VERIFY | Personal Details And
Documents Proofs
(Connect to DigiLocker)

Proceed
through
Digilocker

Make sure your Aadhaar card is linked to mobile number

Strictly for internal use only.

 KYC | Enter Security Code

Enter
security
code sent
on mobile
number

Authenticate
Aadhaar

Strictly for internal use only.

 KYC | Enter Aadhar card number

Enter Aadhar
card number,
Capture &
click on next
button

Strictly for internal use only.

 KYC | Digilocker

Enter OTP
sent on
given mobile
number.

Strictly for internal use only.

 KYC | Digilocker

Allow
permission
to fetched
documents

Strictly for internal use only.

 KYC | Upload Bank Proof

Upload Bank
Proof

Upload Bank Proof only if penny drop has failed

As per exchange circular only cancel cheque copy where

Customer signature & Name available is accepted as bank proof

Note: Photo of photo is not accepted

Strictly for internal use only.

 KYC | Upload PAN Card Image

Upload PAN
card photo

Note: Photo of photo is not accepted

If customer is KRA verify, in this sinario we have to upload PAN

card image

Strictly for internal use only.

 KYC | Upload Signature

Upload a valid
wet
signature
within
the whitespace

Note: Photo of photo is not accepted

Strictly for internal use only.

 KYC | Upload Selfie

Upload Selfie

Make sure to allow camera permission and

Upload a front face clear selfie

Note: Photo of photo is not accepted

Strictly for internal use only.

 KYC | KYC Details

Enter
company
name to
avail special
corporate
schemes

To avail special corporate offers select company name

from the drop down

Strictly for internal use only.

 KYC | Nominee Addition

Click on
“ADD” to
proceed
with
nominee
addition

Incase nomination selected as Yes

Strictly for internal use only.

 KYC | Nominee Addition

Add
nominee
PAN number

Incase nomination selected as Yes

Strictly for internal use only.

 KYC | Nominee Addition

Name is
fetched as
per KRA
records

Enter
Nominee’s
personal
details

Incase nomination selected as Yes

Strictly for internal use only.

 KYC | Nominee Addition

Preview and
proceed

User can add maximum 3 nominees

Incase nomination selected as Yes

Strictly for internal use only.

 KYC | Personal Details

Name is
fetched as
per KRA
records

Enter father
name as
per PAN/
Aadhaar &
Enter correct
mother
name

Enter
details as
required

Name is fetched as per KRA records

Strictly for internal use only.

 KYC | Correspondence Address

Enter
correspondence
details

Strictly for internal use only.

 KYC | Trading Segments

Based on the company name selected, special offer will be

reflected on the plan page.

Select the segment as Cash + MF + Derivative to avail special

benefits

Strictly for internal use only.

 KYC | Plan Selection

Accept
derivate T&C

Incase derivative paln selected as Yes

Strictly for internal use only.

 KYC | Plan Selection

Latest salary
slip

If customer upload bank statement, there should be credit

balance of rupees 10,000 in last six month

Strictly for internal use only.

 KYC | Plan Selection

Select any
one
document

If customer select derivate plan, Upload income proof

Note: Screenshot is not accepted

Strictly for internal use only.

 KYC | KRA KYC Esign

Strictly for internal use only.

 E-SIGN | KRA KYC Esign

Proceed to
KRA KYC
Esign

Strictly for internal use only.

 E-SIGN | KRA KYC Esign

Preview the
pre-signed
KRA KYC
form and
click on sign
now

Strictly for internal use only.

 E-SIGN | KRA KYC Esign

Enter
Aadhaar
number and
OTP for
e-sign

Strictly for internal use only.

 E-SIGN | Submit Application

Enter LG/LC
and Source
code

Strictly for internal use only.

 E-SIGN | Submit Application

Click on
e-sign now
to proceed
ahead

Strictly for internal use only.

 E-SIGN | Submit Application

Click to
proceed
e-sign

Strictly for internal use only.

 E-SIGN | Submit Application

Pre-view the
pre-signed
AOF and
click on sign
now

Strictly for internal use only.

 E-SIGN | Submit Application

Enter
Aadhaar
number and
OTP for
e-sign

Strictly for internal use only.

 E-SIGN | Submit Application

Click here to
download
e-signed AOF

Strictly for internal use only.

 E-SIGN | Submit Application

INSTRUCTIONS AFTER SUBMITTING

APPLICATION

Account gets activated within 10-15 minutes.

Customers will be provided trading account details over

SMS and Email.

duly signed ddpi document should be send by the customer

for seamless trading experience (ddpi sent to customer
registered mail address after account opening)

If the account is rejected due to any reason, the link to

rectify and re-submit application will be sent over email
and SMS along with the rejection reason.

Strictly for internal use only.

 THANK YOU!

Investment in securities market are subject to market risks, read all the related documents
carefully before investing.
SEBI registration & disclaimers: https://www.hdfcsec.com/article/disclaimer-1795