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Login

Log in to your Digital Partner Portal.

Access Profile List

Navigate to Invest Online > Profile ListView all UCCs (Active, Non-Active, Incomplete). Incomplete UCCs need cancelled cheque.

Create New UCC

  1. Click Create UCC for new clients without existing folios.
  2. Enter PAN—system auto-checks KYC (Video KYC option appears if needed).
  3. Fill the data Compelete the all required step
  4. Add up to 5 bank accounts.

Activate UCC

  1. Investor receives NSE confirmation email—click verification link.
  2. Wait 1-2 Hour’s for activation (We validated your bank account with Penny Drop).

Final Step

After you see client in Active tab Create Mandate.
If customer didn’t receive Email or Message from Exchange you can Re-trigger email via simply click on Menu (Three dot) in Invest Online -> Profile List -> Find client name -> Click on Menu -> Check UCC status -> Re-trigger Authorization Status.

Create mandate

Click here to learn how to create Mandate.
Last modified on February 18, 2026