What is the List of documents required for activating FNO/derivative segment?

What is the List of documents required for activating FNO/derivative segment?

After your account is activated, if you'd like to enable the FNO or derivative segment, you'll need to provide financial proof.

To activate the segment, follow these steps:

Via the App:

  1. Log in to the 5paisa App.
  2. Go to Menu > My Profile.
  3. Click on Modify in the top-right corner.
  4. Select Segment Details > Add Segment.

Via the Web:

  1. Log in to the 5paisa website.
  2. Navigate to Menu > My Profile > Segment Details.
  3. Click on Add Segment.

After clicking Add Segment, select your income range and submit the required financial proof.

Note: Some users may only need to select an income range. Based on internal criteria, we may auto-approve certain segment modification requests.

In other cases, financial proof will be required, which can be submitted through the following methods:

Submission Options:

  1. Online Upload (Auto Fetch Bank Statement):
    The user will be redirected to a third-party page where they can select their bank. Bank statements for the last 6 months will be automatically fetched.

  2. Offline Upload:
    The user can choose one document from the list:

    • Latest Income Tax Return (ITR)
    • Bank Statement (last 6 months)
    • Demat Holdings (last 6 months)
    • Salary Slip
    • Net Worth Certificate
    • Copy of Form 16
    • Copy of Annual Accounts
    • Fixed Deposit (INR 50,000 or above).