How to Add a Nominee to an SBI Securities Account?
- Last Updated: 24 Jul, 2024
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The process of adding a nominee to your SBI securities account is simple. By following some steps you can add a nominee to your account effortlessly:
Steps to Add Nominee to SBI Securities
Steps | Description |
1 | Log in |
2 | Visit Menu Section |
3 | Tap on Profile |
4 | Edit Profile |
5 | Tap on Nominee Details |
6 | Fill in Information |
7 | Submit Details |
8 | Enter OTP for Validation |
9 | Select your ID and Add the Nominee |
10 | Fill in the Required details |
11 | Tap on Submit |
12 | Enter Aadhaar Card Number and OTP |
13 | Tap on Verify |
14 | Nominee Profile Submitted |
How do I Add a Nominee to My SBI Securities Account?
A nominee is a person who is appointed to receive the money that is in your account when you die. To add a nominee to your account, follow the below-given steps:
Step 1: Login to SBI Securities
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Step 2: Go to the main menu section
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Step3: Tap on your profile name
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Step 4: Next you need to tap on edit profile
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Step 5: Scroll down and tap on nominee details
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Step 6: Then you will have to fill in important details like client code and captcha
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Step 7: Next, you can tap on proceed
Step 8: Request for OTP and enter it to validate
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Step 9: Further you need to select your DP ID and tap on add nominee
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Step 10: Fill in the required details to add a nominee and tap on the checkbox (A maximum of 3 nominees can be added.)
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Step 11: Once done, you can tap on submit and ok
Step 12: Then you need to enter Aadhaar no. and OTP
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Step 13: Click on verify
Step 14: Your nominee profile will be submitted
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By following these steps, you will be successful in adding a nominee to your account.