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 favor 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.