Upstox allows you to open a corporate account with a maximum of three holders in one account. Here are the documents required:

 


1) Partnership firm’s PAN Card (self-attested by all partners & bearing the partnership stamp).

       

2) Address Proof: Partnership firm’s most recent bank statement/ passbook (self-attested by all partners & partnership stamp).


3) Partnership firm’s cheque in favour of RKSV Securities India Pvt Ltd (Name, IFSC, MICR, account number should be printed on the cheque).


4) Partnership registration certificate/ Incorporation certificate (signed by all partners & bearing the partnership stamp).


5) Partnership deed (signed by all partners & bearing the partnership stamp).


6) Bank Statement (last 6 months) or ITR copy (should be in the name of the Partnership).


7) For old partnership firm: previous year’s balance sheet (signed by active partners & bearing the partnership stamp).


For new partnership firm: Declaration letter from the authorized CA, bearing stamp and signature of the CA (also needs to be signed by active partners & bearing the partnership stamp).


8) For old partnership firm: Net worth certificate (signed by active partners & bearing the partnership stamp).


9) Sample authority form on partnership firms on their letterhead (signed by active partners & bearing the partnership stamp) (Page No.26).


10) All partners’ individual documents, PAN card, & address proof (self-attested by all partners).




Please note: Partnership firms cannot open a commodity account.