How to Add a Nominee to an SBI Securities Account?
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
Step 2: Go to the main menu section
Step3: Tap on your profile name
Step 4: Next you need to tap on edit profile
Step 5: Scroll down and tap on nominee details
Step 6: Then you will have to fill in important details like client code and captcha
Step 7: Next, you can tap on proceed
Step 8: Request for OTP and enter it to validate
Step 9: Further you need to select your DP ID and tap on add nominee
Step 10: Fill in the required details to add a nominee and tap on the checkbox (A maximum of 3 nominees can be added.)
Step 11: Once done, you can tap on submit and ok
Step 12: Then you need to enter Aadhaar no. and OTP
Step 13: Click on verify
Step 14: Your nominee profile will be submitted
By following these steps, you will be successful in adding a nominee to your account.