> ## Documentation Index
> Fetch the complete documentation index at: https://docs.regnumdigital.co.in/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create Client..

> In this documentation you'll get it how to create client on Regnum Digital Portal.  In this four step you can easily create Client on Regnum Digital portal.

<Steps>
  <Step title="Login" icon="user" iconType="duotone" stepNumber={1} titleSize="h3">
    Log in to your <kbd>Digital Partner Portal.</kbd>
  </Step>

  <Step title="Access Profile List" icon="List" iconType="duotone" stepNumber={2} titleSize="h3">
    Navigate to **Invest Online > Profile List**

    View all UCCs (Active, Non-Active, Incomplete). Incomplete UCCs need cancelled cheque.
  </Step>

  <Step title="Create New UCC" icon="octagon-plus" iconType="duotone" stepNumber={3} titleSize="h3">
    1. Click **Create UCC** for new clients without existing folios.
    2. <kbd>Enter PAN</kbd>—system <kbd>auto-checks KYC</kbd> (Video KYC option appears if needed).
    3. Fill the data Compelete the all required step
    4. Add up to 5 bank accounts.
  </Step>

  <Step title="Activate UCC" icon="book-arrow-right" iconType="duotone" stepNumber={4} titleSize="h3">
    1. Investor receives <kbd>NSE confirmation email—click verification link.</kbd>
    2. Wait 1-2 Hour's for activation (We validated your bank account with Penny Drop).
  </Step>

  <Step title="Final Step" icon="golf-flag-hole" iconType="duotone" stepNumber={5} titleSize="h3">
    After you see client in Active tab <kbd>Create Mandate.</kbd>
  </Step>
</Steps>

<Tip>
  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.
</Tip>

<Card title="Create mandate" icon="arrow-down" iconType="duotone" horizontal href="https://docs.regnumdigital.co.in/guides/getting-started/how-to/how-to-create-mandate">
  Click here to learn how to create Mandate.
</Card>