How Do I Change My Primary Bank Account Linked With Sharekhan?

To change your primary bank account, Sharekhan offers a simple process, although it cannot be finished online. We will walk you through the process of changing your primary bank account that is connected to Sharekhan in this guide.

Steps to change your Primary Bank Account Linked with Sharekhan

How to Change Primary Bank Account in Sharekhan

Please follow these instructions to modify your main Sharekhan-linked bank account:

Step 1: Get the Client Master Form here: To get the Client Master Form, Go to Sharekhan website or visit the Sharekhan branch or sub-broker that is closest to you. This form needs to be printed twice.

Step 2: Print and complete the form: Print the Client Master Form and complete the form by filling details. Make sure the information you entered is correct and up-to-date. This includes your contact information and the information of your new bank account which you want to connect to your Sharekhan trading account. Make sure to sign the document as needed.

Step 2: Print and complete the form: Print the Client Master Form and complete the form by filling details.Make sure the information you entered is correct and up-to-date. This includes your contact information and the information of your new bank account which you want to connect to your Sharekhan trading account. Make sure to sign the document as needed.

Step 3: Attach a Canceled cheque: Attach a canceled check from the bank account you want to link to your Sharekhan account in order to validate the new bank account. Make sure that cheque has your name printed on it. You should show a copy of your most recent bank statement or passbook with the cheque if your name is not printed on it.

Step 4: Visit a Sharekhan Branch or Sub-Broker Office: To submit the Client Master Form and the associated documents, you must visit the Sharekhan branch or Sub-Broker office which is closest to you. You will be guided through the submission procedure by the executive at the branch or office.

Step 5: Form Submission and Acknowledgement: Give the Sharekhan agent the completed Client Master Form, the attached voided check and any extra documentation. They’ll help you out with the submission procedure. They will provide you with one copy of the form back after processing your request, usually stamped with the branch’s official acknowledgement. Proof of your request is provided in this copy.

Step 6: Update your contact details: Your email address and mobile number must be entered into the Client Master Form. To ensure that you receive critical notifications and updates from Sharekhan, make sure these contact data are correct and up to date.

Conclusion

A simple but necessary action that cannot be done online is changing your primary bank account that is linked to Sharekhan. By taking the actions indicated above, you can make sure that your trading operations with the updated bank account information go without a hitch. Remember always to give accurate information and stay in touch with Sharekhan staff members throughout the process to avoid any delays or problems. As evidence of your request to alter your bank account, keep the acknowledgement copy of the Client Master Form for your records.