# Profile

Manage and update your personal details effortlessly.&#x20;

### This Section Contains :&#x20;

* [How do I access my profile details ?](#how-do-i-access-my-profile-details)
* [How do I know my Personal Identification Number (PIN) ?](#how-do-i-know-my-personal-identification-number-pin)
* [How do I add the FATCA declaration ?](https://mygeojitmanual.geojit.com/basics/my-account/profile#how-do-i-add-the-fatca-declaration)
* [How do I edit/update FATCA declaration ?](#how-do-i-edit-update-the-fatca-declaration)
* [How do I access my bank account information?](#how-do-i-access-my-bank-account-information)
* [How do I add/delete a bank account ?](#how-do-i-add-delete-a-bank-account)
* [How do I edit IFSC code ?](#how-do-i-edit-ifsc-code)
* [How do I activate Standing Instruction ?](#how-do-i-activate-standing-instruction)
* [How do I activate different services ?](#how-to-activate-different-services)
* [How do I activate/deactivate segments ?](#how-do-i-activate-deactivate-segments)
* [How do I update nominee details ?](#how-to-add-delete-nominees)
* [How do I update KYC details ?](#how-to-update-kyc)
* [How do I request a DIS book?](#how-do-i-request-a-dis-book)
* [How do I request CML ?](#how-do-i-request-cml)
* [How do I close my trading account?](#how-do-i-close-my-trading-account)

### 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.\


<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FoXwRlCLe1jIY4lg1Gqy6%2Fprofile.png?alt=media&#x26;token=cc72bada-6660-4813-8193-1e2995184cf6" alt=""><figcaption></figcaption></figure>

* 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.**&#x20;
* **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.&#x20;

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FN1EDrQhjEAxKlvhzoYJb%2Ffatca.png?alt=media&#x26;token=b12a8544-55d6-4452-bceb-a75435894d40" alt=""><figcaption></figcaption></figure>

### 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 :&#x20;
  * Customer Id
  * CIN Number
  * Trade Code
  * Account Type
  * Account Status
  * **PIN** ( long press on the closed-eye button <img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FlO6pOOi2mZunfqDuQytw%2Funmask%20password.JPG?alt=media&#x26;token=20f95591-a940-4ef6-b06b-0ed995782235" alt="" data-size="line"> to reveal the PIN. Once you take your hands off the  button the PIN will be masked again)

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FXK9WG3cqSt3pKZdD4mGH%2Fimage.png?alt=media&#x26;token=bd8fb22f-6f0e-4ac1-8090-a35f20fce98b" alt=""><figcaption></figcaption></figure>

### How do I add the FATCA declaration ?

* Go to '**My Accounts**.'
* Select '**Profile**.'
* You will by default land on '**Personal Profile**.'
* Scroll down and find '**FATCA Declaration.'**
* **If you are a tax resident of any other country, click YES.**
* A window '**Add FATCA**' will open up. Enter the details accordingly. &#x20;
* If you are a **tax resident of the United States**, then choose the option **YES** under the column **US National**. Or else, enter **NO**.&#x20;
* Enter the details and click on '**Submit.'**&#x20;

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2Fum7nFYQuIDh5VIqOhCXm%2FFATCA%20new.png?alt=media&#x26;token=1c31c851-9c3c-41a5-b271-e90d8c64c01c" alt=""><figcaption></figcaption></figure>

### 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.

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FXACNJRwFP02simNiVneY%2FFATCA%201.png?alt=media&#x26;token=98c64c02-e315-4e64-bced-485fd8c07883" alt=""><figcaption></figcaption></figure>

* 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**.&#x20;
* Enter the details and click on '**Submit.'**&#x20;

### How do I  access my bank account information?

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2Fnge4bq1sFGze3eGEg7l1%2Fbank%20details.png?alt=media&#x26;token=5756455f-9066-445c-a4bd-33fa18987ca8" alt=""><figcaption></figcaption></figure>

* 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 ![](https://my2.geojit.com/assets/icons/more.icon.svg) button right next to the desired bank account and make it as primary. &#x20;

**Read More**: [_<mark style="color:green;">**How can I change my primary bank to another registered bank account?**</mark>_](https://support.geojit.com/support/solutions/articles/89000007695-how-can-i-change-my-primary-bank-to-another-registered-bank-account-)

### How do I add/delete a bank account ?

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FgQigX83LRw0dVH5AxLdz%2Fadd%20bank.png?alt=media&#x26;token=a99bb1e2-b4d8-41db-9f2e-58e195dcf7da" alt=""><figcaption></figcaption></figure>

To add a bank account:&#x20;

* 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.&#x20;
* 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.&#x20;
* Enter Bank account number and account type.
* Click on **Confirm**.&#x20;
* An **OTP** will be sent to your **Email ID** and **Mobile number**. Enter the OTP and click '**Confirm**'.&#x20;

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.

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FNdw7D98cp1grBIh9kH8u%2FIFSC.JPG?alt=media&#x26;token=73b5348b-6ff4-4db1-bdeb-e68133b7957e" alt=""><figcaption></figcaption></figure>

* Click on the ![](https://my2.geojit.com/assets/icons/more.icon.svg) options button.&#x20;
* Click on **Edit IFSC**.

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2Flu0qsfvVJlGcgKXd0wvI%2FIFSC%20edit.png?alt=media&#x26;token=e410d3d0-64d4-447a-9f39-b3bc2a4f955a" alt=""><figcaption></figcaption></figure>

* 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**.&#x20;
* **Enter the OTP** and your IFSC code will be changed successfully.&#x20;

{% hint style="info" %}
- You cannot change the IFSC code of the bank account linked to the depository.
- Clients whose DP is not with Geojit, cannot edit the IFSC code of the bank account linked with your trading account.
{% endhint %}

### How do I activate Standing Instruction ?

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FxlJ6aCLa5xsOQ8cNFEYK%2Fstanding%20instruction.png?alt=media&#x26;token=94c75642-2095-474f-b2d8-3c39fc00e1cb" alt=""><figcaption></figcaption></figure>



* 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'.&#x20;

> **Read More** : [**What is a Standing Instruction?**](https://support.geojit.com/support/solutions/articles/89000007588-what-is-a-standing-instruction-how-can-i-activate-it-in-my-account-)

### How to activate different services ?

You can activate the below-given services provided by Geojit. \


* [Demat Debit and Pledge Instruction](https://support.geojit.com/support/solutions/articles/89000007730) (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](https://support.geojit.com/support/solutions/articles/89000007574) - Digital/Electronic Contract Notes are sent to your registered email ID after each trade is executed in your account. &#x20;


* [Additional T\&C](https://support.geojit.com/support/solutions/articles/89000007814-what-is-additional-t-c-where-can-i-accept-it-) - Acceptance of additional terms and conditions **is required** to avail of facilities such as online trading, BTST, eIPO, etc.
* [Margin Trading Funding](https://support.geojit.com/support/solutions/articles/89000007826-how-do-i-activate-the-mtf-facility-) (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](https://support.geojit.com/support/solutions/articles/89000007812-what-is-the-interest-rate-charged-for-mtf-) are levied on the broker-funded amount.
* [GTD Orders](https://support.geojit.com/support/solutions/articles/89000007731) - A Good Till Date (GTD) order is an order time condition wherein an order remains active to a predefined date.
* [Smart Plus Agreement](https://support.geojit.com/support/solutions/articles/89000007483-how-can-i-activate-the-oco-bracket-order-facility-) - To place OCO/bracket orders in your account, you will first have to activate the Smart Plus Agreement.
* [F\&O Intraday](https://support.geojit.com/support/solutions/articles/89000007603-what-are-the-margin-fund-requirements-for-an-f-o-trade-) - 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](https://support.geojit.com/support/solutions/articles/89000017896-how-to-choose-commodity-category-) - As per[ _**Exchange Circular MCX/TRD/007/2019**_](http://spaces/EX31Xx9NZFHlRfi6I1mp/uploads/vLTaHkVxXgIFC5IJQuf8/categorisation%20circular.pdf%20\(gitbook.com\)) issued by SEBI, exchanges are now required to categorize participants in the Commodity Derivatives market&#x20;
* [Holding Statement - ](https://support.geojit.com/support/solutions/articles/89000007494-how-can-i-subscribe-to-get-updates-of-my-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](https://support.geojit.com/support/solutions/articles/89000007494-how-can-i-subscribe-to-get-updates-of-my-holding-statement-).[
  ](https://support.geojit.com/support/solutions/articles/89000007494-how-can-i-subscribe-to-get-updates-of-my-holding-statement-)
* [SLBS Registration](https://support.geojit.com/support/solutions/articles/89000006796) - 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](https://support.geojit.com/support/solutions/articles/89000018865-how-do-i-block-the-online-access-to-my-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.



<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2F54LyQFx4c7K4mschj00o%2Factivables.png?alt=media&#x26;token=f802cb64-e333-4caf-9c50-2ecf85e397d2" alt=""><figcaption></figcaption></figure>

### How do I activate/deactivate segments ?

**Choose** **the segments** you want to acrtivate/deactivate in by switching on/off the toggle button <img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FA3EWNW3EE9ncfX1mcc76%2Ftoggle%20button.png?alt=media&#x26;token=cdbfc25a-8d58-45de-8930-ee5a49cdee43" alt="" data-size="line"> . Once you have done it, click on '**Proceed**.' You are good to go.&#x20;

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FIkdidfHRTgoYAamVm91c%2Fsegments%201.png?alt=media&#x26;token=04fd98e6-e721-4f84-86e9-736e72a5d0b1" alt=""><figcaption></figcaption></figure>



### How to add/delete nominees?

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FYnZzuym3cxeTUH6Igq1J%2Fnominee.png?alt=media&#x26;token=d88f12dc-6238-4c69-8ded-3bc02834a46b" alt=""><figcaption></figcaption></figure>

* Go to '**My Accounts.'**
* Select '**Profile.'**
* You will by default land on '**Personal Profile.'**
* Next to it, spot '**Nominee Details**' and **click on it**.
* &#x20;Click on **'Add Nominee.'**  You can either select nominee from already nominated list or you can add a new nominee.&#x20;

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FTQc3fgrLZx4cx8IXcHKx%2Fnominee%201.png?alt=media&#x26;token=bf276a26-3fbc-45b8-bf40-95a763a76e80" alt=""><figcaption></figcaption></figure>



* &#x20;Enter the name and other details and set the percentage allocation.&#x20;
* Click on the 'Submit' button.&#x20;
* 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.&#x20;

### How to update KYC ?

You can update your KYC details by :

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FMcfAf1pmwCzhNsuNq3Gd%2FKYC.png?alt=media&#x26;token=19ca80c2-5ad4-4237-95c1-d5eb60be8efa" alt=""><figcaption></figcaption></figure>



* 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 ?

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FC47xoTz9NvNkAtuqjHIX%2FDP%20info.png?alt=media&#x26;token=e4d10492-76f3-4632-a143-fee44b1217b6" alt=""><figcaption></figcaption></figure>



* 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,

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FwnXITKy4Km6fyIrAeya8%2FDIS%20book.png?alt=media&#x26;token=cc1941fc-cb92-4983-9dfa-5ccaa01ae618" alt=""><figcaption></figcaption></figure>



* 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.&#x20;
* Click '**Continue**.'&#x20;
* Choose a payment mode.&#x20;
* Click on continue.&#x20;
* 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**.&#x20;
  \


### How do I request CML ?

CML, or Client Master List, will be sent to your registered email ID by the end of the day.

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FxQgA4utBNyM2YNGfKxgx%2FCML.png?alt=media&#x26;token=9099b1bf-ec46-4bd0-8396-a32ff98d98c1" alt=""><figcaption></figcaption></figure>



* 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.**&#x20;

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,

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FUfzIMZSkqVVPpUed7F5j%2FKRA.png?alt=media&#x26;token=2542f00c-905d-4b8a-8d4b-e8925a2cb9fa" alt=""><figcaption></figcaption></figure>



* Go to '**My Account**'.
* Select '**Profile'**.
* Click on **KRA Status**.

### How do I close my trading account?&#x20;



* 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.&#x20;

<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2FzWI9l6In9JUif7EO4MBM%2Faccount%20closure%201.png?alt=media&#x26;token=e550b036-68f0-466a-a8a6-103009929a22" alt=""><figcaption></figcaption></figure>

* **If you are closing your DP account, then clear holdings** and [**AMC due**](https://mygeojitmanual.geojit.com/basics/my-account/funds#how-do-i-know-the-amc-annual-maintenance-charge). > **Select DP.**



<figure><img src="https://3651880808-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fg3shsZvCatc6JqNF0fPB%2Fuploads%2Fsb8iY8aj7SAfwPj72PXo%2Faccount%20closure.png?alt=media&#x26;token=ae0cb644-8b08-4d48-b4a2-20234d2258c2" alt=""><figcaption></figcaption></figure>

* 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**' :arrow\_right: button towards the end.
* **Click on it,** and you will be logged out.

