How to add bank, demat account and PAN details in Precize?

To know how to open an account with Precize, see, How to open an account with Precize?

If you have already created an account with Precize but haven’t completed your profile, it's crucial to do so. This blog is designed to guide you through the process. 

1. Log in to your Precize account using your registered email address and password.

2. Click on the profile icon.

3. Select "Profile Settings."

4. Within the profile settings, you'll find various sections, including:

• Basic details

• Personal details

• Demat details

• Identity details

• Password

• Bank account details

5. To add your demat account number, navigate to "Demat details" and then click on "Add Demat Account Number."

6. To input your bank account number, select "Bank details" and then choose "Add Bank Account." Enter your account number and IFSC code as required.

To add PAN details

1. Go to the Companies section on Precize 
   
   
   2. Click on any company of your choice and then click the “Verify Profile to Invest” button”
   
   
   3. Then enter your PAN number and tick the declaration checkbox.
   
   
   4. Then click on “Add PAN Number”
   
   
   5. And you have successfully added your PAN details and completed your profile to explore Private markets.
   
   
   Once you've entered your Demat account, bank account, and PAN details, your profile is complete, and you can successfully place an order.

   Note: A demat account is crucial for transferring unlisted shares. After the shares have been transferred, they can be viewed in the following locations:

   1. The Investment section of Precize.

   2. Depository account (CDSL/NSDL).

   3. Demat account holdings may take from 3 days to 3 months for brokers to update them.

   Bank Account Details: These details are necessary for Precize to credit the sale proceeds directly into your bank account when you sell your shares through Precize.

   In conclusion, it's crucial to finish setting up your profile on Precize to ensure a smooth investing experience. Adding your demat and bank account details is essential for seamless transactions and timely updates on your investments. Don't forget that a Demat account is necessary for transferring shares, and accurate bank details ensure swift crediting of sale proceeds. With your profile fully updated, you're all set to embark on your investment journey with Precize.