Profile
Manage and update your personal details effortlessly.
This Section Contains :
How do I access my profile details ?
Know everything related to your account, be it personal data or account-related. You can view and update:
Personal Details-Trading
Account Info: Customer ID, CIN Number, Trade Code, CKYC Number, Account Type, Account Status
KRA Status
FATCA Declaration
Additional Details like Aadhaar.
Go to 'My Accounts'.
Select 'Profile'.
You will by default land on 'Personal Profile.'
Here, your name will be displayed at the top. Just below your name, you can see personal details. To make any changes, click on the 'edit' 🖊 button.
Scroll down to see your 'Account Info'— customer ID or CID, CIN Number , Trade Code, CKYC Number etc.
Scroll down further, and you can see your KRA status, FATCA declaration, and your additional details. Click on the 'edit' 🖊 button to make changes and save changes.
How do I know my Personal Identification Number (PIN) ?
The PIN (Personal Identification Number ) and Customer ID options are used to authenticate activities in your account made while calling Customer Care.
Go to 'My Account.'
Select 'Profile.'
Click on 'Personal Profile.'
Scroll down to see your Account Info
Here you can see your :
Customer Id
CIN Number
Trade Code
Account Type
Account Status
PIN ( long press on the closed-eye button
to reveal the PIN. Once you take your hands off the button the PIN will be masked again)
How do I edit/update the FATCA declaration ?
Go to 'My Accounts.'
Select 'Profile.'
You will by default land on 'Personal Profile.'
Scroll down and find 'FATCA Declaration.'
Click on the 'edit' 🖊 button to make changes.
A window 'Add FATCA' will open up. Enter the details accordingly. If you are a tax resident of the United States, then choose the option YES under the column US National.
Enter the details and click on 'Submit.'
How do I access my bank account information?
Go to 'My Accounts.'
Select 'Profile.'
You will by default land on 'Personal Profile.'
Right next to personal profile, you will see 'Bank Info' > Click on it.
Your bank account information will be displayed in different categories: active bank (trading), active bank (DP), and inactive bank (trading).
Your primary bank account will be marked as 'primary.' If you have more than one bank account and want to switch the primary bank account, click on the more
button right next to the desired bank account and make it as primary.
Read More: How can I change my primary bank to another registered bank account?
How do I add/delete a bank account ?
To add a bank account:
Go to 'My Accounts.'
Select 'Profile.'
You will by default land on 'Personal Profile.'
Right next to personal profile, you will see 'Bank Info' > Click on it.
Click on the 'Add Bank' button given towards the right-hand side.
Select if you want to add the bank to Trading, DP, or both of them.
Search your bank with IFSC and click on the 'Add' ➕button.
Enter Bank account number and account type.
Click on Confirm.
An OTP will be sent to your Email ID and Mobile number. Enter the OTP and click 'Confirm'.
To delete a bank account:
You can deactivate your bank account by clicking on the red cross mark ❌ given towards the right-hand side.
If you want to add GST, click on the 'add' button given right next to GST and enter your GSTIN state code, PAN, entity code, and check code. Click on 'Add,' and the details will be saved successfully.
How do I edit IFSC code ?
Go to 'My Accounts.'
Select 'Profile.'
You will by default land on 'Personal Profile.'
Right next to personal profile, you will see 'Bank Info' > Click on it.
Find the desired bank account for which you need to edit the IFSC code.
Click on the
options button. Click on Edit IFSC.
A new window will open up, where you can search a new IFSC code.
Once done, click Save.
You will recieve an OTP to your registered mobile number.
Enter the OTP and your IFSC code will be changed successfully.
How do I activate Standing Instruction ?
Go to My Account > Profile > Bank Info
Under 'Settlement of funds,' select Standing Instruction. Choose a bank account from the drop-down menu.
Select the trading segments for which you wish to activate the facility.
Click 'Save Changes.'
To disable this, uncheck the box right before the 'Standing instruction'.
Read More : What is a Standing Instruction?
How to activate different services ?
You can activate the below-given services provided by Geojit.
Demat Debit and Pledge Instruction (DDPI)—The Demat Debit and Pledge Instruction (DDPI) is a document that authorizes a stockbroker and Depository Participant to access an investor’s demat account. The DDPI serves the same purpose as the PoA authorization.
Digital Contract Note - Digital/Electronic Contract Notes are sent to your registered email ID after each trade is executed in your account.
Additional T&C - Acceptance of additional terms and conditions is required to avail of facilities such as online trading, BTST, eIPO, etc.
Margin Trading Funding (MTF)—Margin Trading Funding (MTF) is a facility that allows you to capitalize on investment opportunities that may otherwise not be possible due to a shortage of funds. By paying for a part of your order value in the form of a margin, the remaining amount will be funded by Geojit. This margin can be brought as cash and/or pledged securities, and interest charges are levied on the broker-funded amount.
GTD Orders - A Good Till Date (GTD) order is an order time condition wherein an order remains active to a predefined date.
Smart Plus Agreement - To place OCO/bracket orders in your account, you will first have to activate the Smart Plus Agreement.
F&O Intraday - Intraday F&O trading is a type of trading where traders buy and sell futures and options within the same day, without holding any positions overnight
Client Commodity Categorization - As per Exchange Circular MCX/TRD/007/2019 issued by SEBI, exchanges are now required to categorize participants in the Commodity Derivatives market
Holding Statement - You can subscribe to receive your Holding Statement (every trading day/once a week/once a month) to your registered email ID on MyGeojit.
SLBS Registration - The Securities Lending & Borrowing Scheme (SLBS) is a system through which traders can borrow shares (that they do not own) or lend shares that they own. The borrower in an SLBS transaction is required to pay the lender certain fees for borrowing securities for a fixed period.
User Agreement
Voluntary Freezing/Blocking Online Trading Account - Voluntarily block/unblock online access to your trading account if you suspect any suspicious activity.
How to activate ?
Go to 'My Accounts.'
Select 'Profile.'
You will by default land on 'Personal Profile.'
Next to it, spot 'Activables.'
Activate whichever option you want.
How do I activate/deactivate segments ?
Choose the segments you want to acrtivate/deactivate in by switching on/off the toggle button 
. Once you have done it, click on 'Proceed.' You are good to go.
How to add/delete nominees?
Go to 'My Accounts.'
Select 'Profile.'
You will by default land on 'Personal Profile.'
Next to it, spot 'Nominee Details' and click on it.
Click on 'Add Nominee.' You can either select nominee from already nominated list or you can add a new nominee.
Enter the name and other details and set the percentage allocation.
Click on the 'Submit' button.
You will receive a pop-up, "Choice of nomination updated successfully."
Click on the "Ok" Button.
To opt out of nomination, you need to visit the nearest branch. Once opted out of nomination, if you wish to opt in for nomination, you need to visit the branch again.
How to update KYC ?
You can update your KYC details by :
Go to 'My Accounts'.
Select 'Profile'.
You will by default land on 'Personal Profile'.
Spot KYC Update tab and click on it.
You can see when you last updated your KYC and when the next update date is.
All your KYC details, like name, DOB, address, PAN, mob number, email ID, annual income, etc., will be updated here.
You will find an edit button right beside each detail, and once you have finished editing, click 'Update'.
How do I know your DP info ?
Go to 'My Accounts'.
Select 'Profile'.
You will by default land on 'Personal Profile'.
Next to it, spot 'DP Info' and click on it.
All your DP-related information will be displayed on this page.
How do I request a DIS book?
Delivery Instruction Slips (DIS) authorize your Depository Participant (Geojit) to debit shares from your demat account. You can place a DIS book request only AMC dues (if any) are cleared. To request for DIS Book,
Go to 'My Account.'
Select 'Profile.'
Click on 'DP Info.'
Scroll down and click on 'Request for DIS Book.'
Select the number of slips.
Select address.
Click 'Continue.'
Choose a payment mode.
Click on continue.
You will be navigated to the transaction page, where you have to enter billing information.
Once done, scroll down and choose the payment type (credit/debit card/UPI/net banking/wallet).
Your order details will be displayed towards the right-hand side.
Click on make payment.
How do I request CML ?
CML, or Client Master List, will be sent to your registered email ID by the end of the day.
Go to 'My Account'.
Select 'Profile'.
Click on 'DP Info'.
Scroll down and click on 'Request for CML.'
On request you will receive CML to your registered mail ID.
Click on Confirm.
You can also look back at your request history by clicking on the 'Request History' button, located right next to the 'Request For CML' button.
How to Know Your KRA Status ?
To know your KYC status,
Go to 'My Account'.
Select 'Profile'.
Click on KRA Status.
How do I close my trading account?
Go to 'My Accounts.'
Select 'Profile.'
You will by default land on 'Personal Profile.'
Towards the right-hand side of this tab, you will see 'Account Closure.' > Click on it.
Select Account ( trading/Dp/both ) and Reason for closure.
If you are closing your trading account, then clear the ledger balance and all the dues—the MTf pledge and Margin pledge. And cancel NACH.
If you are closing your DP account, then clear holdings and AMC due. > Select DP.
Once all the dues are clear, Click on Close account.
A pop up window will appear 'Confirm your changes.'
Enter the OTP received in your registered mail ID and mobile number.
You will get Trading account closure request form.
Proceed to the application form eSign.
Click on the checkbox and enter Aadhaar/VID.
Click on send OTP.
Complete the process, and your account will be closed.
How to Logout from MyGeojit ?
Go to 'My Account.'
Find the 'Logout' ➡️ button towards the end.
Click on it, and you will be logged out.
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