Download

image
CTCL Terminal for Branch

image Windows Platform

Download

image
CTCL Patch for Branch

image Windows Platform

Download

image
VIA VERTEX DIET for Client

image Windows Platform

Download

image
Via Vertex (Android) for Client

image Mobile Platform

Download

image
Via Vertex (IOS) for Client

image Mobile Platform

Open

image
WelthMagic for Client

image Mobile Platform

Open

image
Remote Assistance

image Remote

Open

Sl.No Caption Description Download
1. CAPITAL ACCOUNT OPENING FORM CAPITAL ACCOUNT OPENING FORM
2. COMMODITY APPLICATION FORM COMMODITY APPLICATION FORM
3. EMAIL AND MOBILE CHANGE FORM ATTACHED EMAIL AND MOBILE CHANGE FORM ATTACHED
4. Trading Account Reactivation form Trading Account Reactivation form
5. SIGNATURE CHANGE FORMAT FOR DEMAT ACCOUNT SIGNATURE CHANGE FORMAT FOR DEMAT ACCOUNT
6. NAME CHANGE FORMAT FOR DP & KYC NAME CHANGE FORMAT FOR DP & KYC
7. CLOSING FORM DP & TRADING( ANNEX-Q ) CLOSING FORM DP & TRADING( ANNEX-Q )
8. Account closure form Account closure form
9. BANK MODIFICATION FORMAT DP & KYC BANK MODIFICATION FORMAT DP & KYC
10. Reactivation Letter Format ICEX Reactivation Letter Format ICEX
11. Reactivation Letter Format NCDEX Reactivation Letter Format NCDEX
12. Reactivation Letter Format MCX Reactivation Letter Format MCX
13. C-KYC Form C-KYC Form
14. DDPI DDPI
15. Nomination Nomination
16. CLIENT MASTER CHANGE FORMAT CLIENT MASTER CHANGE FORMAT

Open an account in
5 minutes

Get Your Vertex Account

Attention
Submission of nomination details/declaration for opting out of nomination for investors is mandatory for all Individual Trading and Demat accounts. If you have not submitted your choice of nomination, please provide the same on or before 30 September 2023, failing which the trading account shall be frozen for trading and demat account shall be frozen for debits. | Linking PAN with Aadhaar is mandatory! To avoid restrictions in operating your demat &trading account ,please link your PAN with Aadhaar before 30 June 2023. | No need to issue Cheque by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. | KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Prevent Unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day .......... Issued in the interest of investors Please click here to view the revised applicable stamp duty rates effective from 01 July 2020. We would like to bring to your attention that unauthorised / illegal SMSs are being sent in the name of Vertex, recommending certain scrips. We advise you to exercise caution and verify its authenticity before you act on a recommendation received via SMS or email. All SMSs/ email recommendations for the day that are sent by Vertex, can be verified by visiting our trading site. Message from Exchanges and Depositories : The mentioned 6 KYC attributes ( Name, Address, PAN, valid Mobile number , valid Email id & Income Range) shall be mandatory in a client profile w.e.f August 1st 2021 for newly registered clients and September 30, 2021 for existing clients. Accounts without the mentioned 6 KYC attributes shall be considered as non-compliant accounts. Issued in the interest of investors……