Step by step process

✔️ Suggest ICICIdirect demat & trading account to everyone in your network, meet them and educate them properly about its benefits.

✔️ open the details by clicking on ICICIdirect and click on ‘Share to customers’ and share the link with interested customers

✔️ Ask customer to click on the link shared by you then enter name & mobile number to continue

✔️ Now it will redirect customer on ICICIdirect account opening journey

✔️ Now customer need to start the account opening journey and create an account

✔️ Customer need to enter mobile number and get OTP

✔️ Now enter received OTP and click on ‘Proceed’

✔️ Now continue with google account or add email address to continue

✔️ Now enter PAN card number, Date of Birth then click in the checkbox to accept T&C and click on ‘Next’

✔️ Now pop up msg will appear to confirm customer’s name on PAN Card

✔️ Now customer need to select Bank, enter account number, IFSC code and select account type.

✔️ On next process customer need to confirm details and click on ‘Proceed’

✔️ Now customer need to upload a signature photo

✔️ Now customer need to choose Demat account and click on ‘Next’

✔️ Now customer can add nominee or skip by selecting any one option

✔️ Now customer need to fill personal details, enter father’s details, select gender and marital status.

✔️ Now add financial details like occupation and annual income

✔️ Add FATCA details, select source of income and proceed

✔️ Now complete photo verification by submitting selfie

✔️ Now select checkbox and proceed for Aadhaar e-Sign

✔️ Now select check box, enter Aadhaar number and click on send OTP

✔️ Now verify with the received OTP.

✔️ Now select checkbox and proceed for Aadhaar e-Sign(KRA verification)

✔️ Now select check box, enter Aadhaar number and click on send OTP

✔️ Now verify with the received OTP. After this customer will get message that his trading account is created successfully. Now customer can start trading.

Rules to Follow

✔️ Available only for new users of ICICI direct.

✔️ Customer must successfully signup and complete KYC.

✔️ Same day Buy-Sell (Intraday) not allowed.

✔️ First trade should be in equity only( NOT Intraday or F&O).

✔️ If you are not able to finish the account opening process due to any reason, then you have to complete the process using the same link, or else the lead would be rejected

✔️ The customer should make their first trade within 7 days of account opening.

✔️ First trade value done by customer should be worth Rs.500 or more.

✔️ Customer phone number must be linked with Aadhaar Card.

✔️ Customer must complete the application on their device. if more than one customer use the same device to apply, then no commission will be paid.

• 1. Why should I recommend ICICI Direct?

  ICICI Direct Platform offers a seamless trading account with 50+ products and services to help customers reach their investment goals, with Zero Account Opening Charges and No AMC in the First Year.

  2. Is trading mandatory once the account will be opened?

  Yes, the advisor will get additional commission only when the customer will complete first trading of Rs.500.

  3. Is there any fee for opening an account?

  There are no charges for opening the account.

  4. Do I have to pay any annual maintenance charges?

  There will be no Annual Maintenance Charges (AMC) for the first year.

  5. Will I get payout if my customer sells shares while trading on the demat account?

  To receive the payout make sure that your customer does not buy & then sell the shares on the same day