How can I modify my bank account online?

As per the regulations, clients have to transfer funds to their trading account only through the registered bank account with us. You can register maximum 3 bank accounts with us at any point of time and transfer funds to us from any of them. However, payments (withdrawal) from us will be made only to the primary/default bank account.

Update Primary Bank details

Please follow the below steps

1. Login to BOX Back Office
2. Click on My Profile
3. Under Bank Details section, click on edit symbol beside the primary bank
4. Enter the updated details and click on submit

Add Secondary Bank

Please follow the below steps

1. Login to BOX Back Office
2. Click on My Profile
3. Under Bank Details section, click on “Add Secondary Bank”
4. Enter IFSC code, account number. The rest of the fields will be auto updated and submit the request

If the bank verification is failed then upload a cancelled cheque or a bank statement that must specify Name, Account Number, IFSC Code and MICR Code. And complete the process.
(It takes maximum two working days to process your bank addition request)

Convert Secondary Bank to Primary Bank

To modify your primary/default bank account online, you need to add the bank as secondary bank first (follow the above process). Once it is added successfully then you can place the request for making it Primary/Default. Once the primary bank is changed, it will be updated in the Trading and Demat account that you hold with TradeSmart.

Kindly follow the below steps to modify your primary bank account.

1. After the bank is added successfully (as per the above process), click on the setting button beside the secondary bank as shown below.
   
2. Read the message and click on Yes
   
3. To authenticate your transaction, enter OTP received on registered email ID and mobile number. Click on Continue.
   
4. Your request will be accepted if your secondary bank account details are verified successfully through IMPS process. After the request is accepted, it shall be processed within two working days.
5. If the secondary bank verification is failed, please upload secondary bank latest statement or a cancelled cheque that should specify your name, IFSC code, MICR code and account number. Please note that the uploaded document should not be a password protected file.
   
6. After the required file upload, your request will be accepted and will be check with the internal team. If all the necessary details are received then your request shall be processed in two working days.