Support : Customer Support Portal

What is demat account and why you need a demat account?
- A demat account is one of the basic requirements to trade online. A demat account allows investors to convert physical shares into the dematerialized format and hold them in electronic form. It facilitates free online trade, enhancing ease and convenience for investors.
- Apart from shares, the demat account can also hold bonds, ETFs, mutual funds, gold bonds, and other similar assets with a unique ISIN number.
What are the features and benefits of demat account?
- All your investments are held in an electronic form, which reduces paperwork.
- Eliminates all the risks associated in dealing with physical shares like physical damage or misplacement.
- Ensures safety of your stocks with no storing risks.
- Quick transfer of shares.
- Allows faster transaction, resulting in quick credit for investors.
What are the documents required for opening Trading & Demat account?
- For Individuals, documents required include:
- PAN Card
- Address Proof (Aadhaar Card preferred)
- Bank Proof
- Income Proof (For derivatives & currency segment)
- Signature (on blank white paper)
- Note : If bank verification fails, bank proof is mandatory to submit.
What are the fees and charges for opening account with Tradeplus?
- Trading and Demat is FREE. Account opening charge is also FREE. There is ZERO demat AMC charges
How much time it takes to open a Trading & Demat account online?
- If you are opening an online A/c with us, then once your documents are successfully verified and e-Sign is done, your A/c will be activated within 1 hour. You would receive a welcome email to your registered email id.
- If you have applied for offline A/c opening and sent across your application along with the documents, it generally takes 24 hours for your account to be activated. Any discrepancies in the submitted forms or documents would delay the account opening process.
Do you offer funding facility for equity delivery trades?
- Yes we offer long term funding of approximately 50% for Margin funding trades and short term funding of 50% on select stocks upto 7 days from date of purchase.
How do I upgrade to FLAT Pro plan?
- By default your account would be mapped to the Smart FLAT plan. If you like to upgrade you can do the same through the Trading system from the profile section. Once you upgrade, your account would be immediately charged the FLAT pro plan charges along with applicable GST rates. The charges is non refundable.
How will the scheme charges be charged in Smart Flat plan?
- You account will be charged on the first trade date In the month. For example if your first trade is on 9th of the month, then your account would be charged the Smart Flat plan charges on 9th of the month. If there are no trades in the month then no scheme charges apply.

How to open an Account?
- It is quick and completely online. It just takes 15 mins of your time to complete the process.
What should I have readily to open the account?
- Just keep the following ready.
- a) Aadhaar Card Number
- b) PAN card soft copy and
- c) Bank details
What are the steps to open an account?
- 5 Simple steps to follow :
- a) Enter Aadhaar Number + OTP
- b) Enter PAN Number and Bank account details
- c) Complete Email Verification and enter Personal details
- d) Take a Selfie for IPV and Upload documents
- e) E-sign the documents and Authorize with OTP
How long will it take for me to trade once the account opening process is completed?
- It takes 24 working hours to initiate your first trade from the time the account opening process is successfully completed
What will be my brokerage plan?
- By default you will be placed in Smart Flat Plan which is Rupees 99 per month plus GST. If you wish to upgrade to 499 Plan you may send us an email to support@tradeplusonline.com. Click here to know more about our brokerage plans
What is the Trading Platform?
- We have 2 trading platform, Rocket and Rocket Plus. Download from Play or APP store and explore as a guest user.

What are the referral benefits?
- There is a one time referral benefit of Rs 300 for every resident Indian account referred and opened + a monthly reward of Rs 200 if the referred client subscribes to Flat pro plan. If the referred client subscribes to Smart Flat plan, then the monthly benefit will be Rupees 100.
Is there a referral benefit to refer NRI clients?
- Yes. For every NRI account referred and opened there is a one time referral benefit of Rs 2000. Monthly referral reward of Rs 200 will be credited if the referred client trades. You will get the referral credit only if you have a Resident or NRO trading account with us.
How to refer?
- It’s easy. Just tap on the Share and Earn menu in Rocket under Accounts section and start referring. If you are on Rocket Plus, just tap on menu options and select Share and Earn. To get a Personalized URL for sharing a personalized link to your friends through your FB, Twitter and Telegram or through WhatsApp, click here and enter your 8 digit Unique Client Code
When will I get the referral benefits?
- Referral reward amount will be credited to your trading account and then transferred to your primary registered bank account within 5 working days of the subsequent month.
Can I know my referral account and reward status?
- Yes, all that you got to do is to check in your Trading App. Tap on Share and Earn option and scroll down to view the status
Is it possible to not receive the referral credit even after referring an account?
- It is possible if your account is either suspended or closed. Referral benefits that have lapsed due to suspension of your account will not be credited once you activate your account. Hence it is very important for you to ensure that your account is always in active status to receive un-interrupted referral benefits.
Is there any tax on the reward amount?
- Yes, taxes prescribed as per Government will be applicable and these will be debited from your trading account itself

What are the Trading Platforms available?
- There are 2 trading platforms, Rocket and Rocket Plus. These will be allocated at the time of opening an account with us. You may switch from one platform to another at time, on fulfilling certain conditions.
Can I explore your Trading Platform without opening an account?
- There is a guest user option in both Rocket and Rocket Plus. All that you got to do is to download it from the APP or Playstore and try using it as a guest user
Can I trade using my mobile in your Trading Platform?
- Yes, you can. We have all 3 version, web , mobile and Exe and these are being upgraded from time to time for enhancement purposes
What are the features in your Trading Platform?
- Our trading platform is designed to empower clients taken informed decisions. It has crowd sourced fundamental and technical research, GTT, Price Ladder, Options Pay off chart and much more. Check here to know more.
Can I invest in MF and IPO through your Trading Platform?
- Yes, you can. Just tap on the appropriate menu and invest as per your convenience.
How sophisticated is your platform for an options trader?
- Highly sophisticated. You have the Greeks, Strategy Builder, Pay-off diagram, multi leg order facility, required margin viewer and much more.

What is Margin Trade Funding (MTF)?
- Margin Trading is buying stocks by partly putting in one's own money and the rest being funded by the broker
- Carry delivery positions, by paying only a small percentage of the security's value known as margin amount. Tradeplus will fund the balance amount. Interest will be charged on the funded amount.
- Margin can be paid in the form of cash or approved stock.
How is MTF beneficial?
- You can hold on to your equity delivery positions for long periods of time and avoid auto square off on T+5 days.
- Make better use of stocks lying idle in your DP account by giving them as margins.
- You can get upto 50% funding of your purchase value.
- The ability to invest more while having limited cash on hand enables you to take timely advantage of market opportunities
- As MTF gives you more buying power, you can spread the portfolio across a variety of shares and securities. As a result of this diversification, your portfolio investment risk gets reduced
How to do Margin trade funding?
- The MTF product is pre-configured with the required SEBI guidelines into our state of art trading software – Rocket Plus. Just activate your account for MTF, then login using your Rocket Plus credentials.
- Transfer MTF margin in cash or as stock collateral. Accepted Collateral
- Select product as “MTF” from the product options when placing an order. Its that simple!
How can you avail MARGIN TRADING FACILITY?
- To avail MTF facility you need Equity and Demat account. If you have already opened these with Tradeplus, then just click on the activate button to setup your MTF account within minutes. ACTIVATE MTF.
- If you are not our client and want to avail MTF, just OPEN AN ACCOUNT within minutes and get started on MTF

How long does it take to open an account?
- Trading and Demat Account can be opened in a day if all required documents are in order
What is the account opening process?
- Register a Call
- Discuss with our RM and provide the required details
- Get pre filled form, sign, send the soft copy.
- Deliver documents and get on-boarded
What are the documents required to open a Trading account
- PAN.
- Passport/OCI/PIO
- VISA/Residence Permit
- PAN.
- Latest Bank statement
- PIS Permission letter (only for NRE accounts)
- 2 Passport size Photos
- If you have Aadhaar and carry an Aadhaar linked mobile number with you, you can open a trading account online and send POA later to enable selling facility.
- If you are already registered with a financial intermediary for any service, it is more likely that you are registered in KRA. In such case, you may just provide us the account opening form and need not provide any of the above said supporting documents.
Will I get guidance in Investing or Trading?
- Definitely, Yes. Our on-boarding team will take you through till you are comfortable with the trading. We help you build a portfolio, optimize your portfolio, pick the top stocks with the help of our partner tools. (Link Markets Mojo)
Will I get assistance in taking back funds to my country of residence?
- Yes, in the case of an NRE account it is online. In case of NRO account, you can take up to $1 million a year with the help of Auditors and we assist you in this too
When I need, is there someone to talk to?
- Yes, we are available to assist you throughout your journey. You may just email us / call us / ping us and we will get your queries answered.
Which is the best investment avenue for a beginner?
- ETFs or the Exchange Traded Funds are the best to begin with. Some of the ETFs to name are NiftyBees, GoldBees etc.,
What are the various investment options available?
- IPOs, Mutual Funds, ETS, Government Security Bonds, direct Stock investment, International investment are the common investment avenues.

How long does it take to open an account?
- Trading and Demat Account can be opened in a day if all required documents are in order
What is the account opening process?
- Register a Call
- Discuss with our RM and provide the required details
- Get pre filled form, sign, send the soft copy.
- Deliver documents and get on-boarded
What are the documents required to open a Derivative account?
- PAN.
- Passport/OCI/PIO
- VISA/Residence Permit
- PAN.
- Latest Bank statement
- PIS Permission letter (only for NRE accounts)
- 2 Passport size Photos
- If you have Aadhaar and carry an Aadhaar linked mobile number with you, you can open a trading account online and send POA later to enable selling facility.
- If you are already registered with a financial intermediary for any service, it is more likely that you are registered in KRA. In such case, you may just provide us the account opening form and need not provide any of the above said supporting documents.
Can I have more than 1 NRI derivative account?
- No, you can have only one NRI F&O account.
How can I shift my derivative account to you?
- You will have to close your existing F&O account, more importantly close the CP code and then open account with us
What are your clearing Charges?
- It is Rupees 50 per crore for Futures and Rupees 200 per crore for Options
Can I use my existing stock as collateral and trade?
- Yes, you can. You may provide your existing stocks as collateral and utilize margins against the same.
If I need more information on options, where do I look ?
- Our Trading terminal, Infini Power readily provides you details of Options Greeks, Open Interest and much more to help you analyse before you execute a trade

How long does it take to open an account?
- Trading and Demat Account can be opened in a day if all required documents are in order
What is the account opening process?
- Register a Call
- Discuss with our RM and provide the required details
- Get pre filled form, sign, send the soft copy.
- Deliver documents and get on-boarded
What are the documents required to open an ESOP account?
- PAN.
- Passport/OCI/PIO
- VISA/Residence Permit
- PAN.
- Latest Bank statement
- PIS Permission letter (only for NRE accounts)
- 2 Passport size Photos
- If you have Aadhaar and carry an Aadhaar linked mobile number with you, you can open a trading account online and send POA later to enable selling facility.
- If you are already registered with a financial intermediary for any service, it is more likely that you are registered in KRA. In such case, you may just provide us the account opening form and need not provide any of the above said supporting documents.
What type of account should I open to get my ESOP shares allotted, NRE or NRO?
- It depends upon the allotment status you get. If you are eligible for allotment in NRE mode, you will then be required to open a NRE demat and trading account. If you are eligible for allotment in NRO mode, you will then be required to open a NRO demat and trading account.
What documents are required to sell my ESOP shares and take back funds to my bank account ?
- A letter from the Company or any document from the Company with following details
- Allotment price
- No of shares allotted
- RBI approval number to allot in NRE mode
- Tax deduction statement
Do you help me in remitting funds back to my country of residence?
- Yes, we do assist you to do this. We help by obtaining the necessary Auditor’s certificate and bank remittance form.
Do you help me in filing returns?
- Yes, we do assist in filing returns in India with the help of Auditors.
Do I need to hold a PIS account to exercise ESOP shares in NRE mode?
- No. ESOP allotment is a primary market transaction and you do not need a PIS account to execute transactions.

How long does it take to open an account?
- Trading and Demat Account can be opened in a day if all required documents are in order
What is the account opening process?
- Register a Call
- Discuss with our RM and provide the required details
- Get pre filled form, sign, send the soft copy.
- Deliver documents and get on-boarded
What are the documents required to open a Trading account
- PAN.
- Passport/OCI/PIO
- VISA/Residence Permit
- PAN.
- Latest Bank statement
- PIS Permission letter (only for NRE accounts)
- 2 Passport size Photos
- If you have Aadhaar and carry an Aadhaar linked mobile number with you, you can open a trading account online and send POA later to enable selling facility.
- If you are already registered with a financial intermediary for any service, it is more likely that you are registered in KRA. In such case, you may just provide us the account opening form and need not provide any of the above said supporting documents.
What are the PIS charges involved?
- It depends from Bank to Bank. The charges could be as high as Rupees 1200 per day if you buy and sell above 3 lakhs each side.
Is it necessary to hold a PIS account?
- It is mandatory in case of NRE investments. However, to invest in NRO mode, PIS is not required any more. All that you need is a Trading, Demat and NRO Bank account.
Do I need a PIS account to invest in IPO and Mutual Funds
- No, investments in Mutual Funds and IPO are considered as Primary market investments. Infact, investments in ESOP (Employee Stock Options) are also considered as Primary market investment and Primary Market investments should not be routed through a PIS account. Hence, if you want to open a NRE account only to invest in IPO, MF or to get ESOP shares allotted, you then do not need a NRE PIS account.
I have more than one PIS account?
- No, one individual can have only one PIS account. If you want to shift your PIS account from one bank to another, you will be required to close your existing PIS account and then initiate new PIS account opening with your preferred bank.
Do you help in remitting funds abroad if I invest in NRO mode
- Yes, we do help you to take funds back to your country of residence. We assist you to get the required Auditor’s certificate, remit funds abroad and even to the end of filing returns.

How do I invest in the US market?
- Just create account on Tradeplus Global, powered by Stockal. We will have your brokerage account created with DriveWealth - our US partner for clearing services. It will take 2 business days for your account to get approved if all your information is correct. Do Ensure that you open the account in the name as it appears in your Bank account. Once approved, you will have to fund the account by transferring money into the brokerage account from your bank account.
- Once the funds become available in your brokerage account, you will be able to make investments on Tradeplus Global. Feel free to use the extensive research and support available on the platform. After selling any of your investments, whenever you want to get your money back, just click on "Withdraw Funds" and all your available cash will be sent over to your domestic bank account.
What is the process to Invest in International Market?
- Click on the Sign-up button provided in Key in the required details and access Online application
- Fill the account opening form – SPIN set at the time of filling document is to be remembered
- Upload local KYC documents – ID Proof (PAN for India), Recent Address Proof (Bills/ Aadhaar)
- Get verified at the backend with the help of our partner Stockal. Account gets activated subsequently – Get a Welcome Email and an Unique Account Number is assigned for trading purpose.
- Transfer money from Indian Bank account to US (or other markets) via LRS. Do it online if you have ICICI Bank account through Money to World option. If not, take our partner’s help to remit from other banks
What are the documents required to transfer money to invest out of India?
- The following documents are needed :
- Form A2 along with a declaration form:As per FEMA, required every time the money is sent abroad to declare the sum amount that is to be transferred. Your bank will file this for you within the LRS filings. Stockal automatically fills this for you - all you need to do is, make sure that the information is correct, then download the filled-in form, sign and upload it back for your bank to file.
- Bank KYC documents: PAN card and your address proof.
How can I withdraw funds from my account?
- You can withdraw funds back to your domestic account by placing a withdrawal request. All you need to do is to click the "Withdraw" button on the Home Page or from Portfolio page. Place a withdrawal request and the money will be wired to your domestic bank account. It takes 4-5 business days for the money to hit your account. Any request above $10,000 requires an additional email approval.
- There is a fee of $35 associated with withdrawals which is charged by the US bank. Hence, the cash balance in your account should be at least $35 at the time of placing the withdrawal request.
What insurance or protection do I get for my account?
- US brokerage ecosystem recommends that every investor account should have insurance. DriveWealth, is a member of the Securities Investor Protection Corporation (“SIPC”) which currently protects the securities and cash in your Account up to USD500,000 of which USD250,000 may be in cash.
- Please note that this USD500,000 is not applicable to general losses in the stock market. SIPC says the following: SIPC protects against the loss of cash and securities – such as stocks and bonds – held by a customer at a financially-troubled SIPC-member brokerage firm. The limit of SIPC protection is $500,000, which includes a $250,000 limit for cash. A non-U.S. citizen with an account at a brokerage firm that is a member of SIPC is treated the same as a resident or citizen of the United States with an account at a brokerage firm that is a member of SIPC.
- SIPC does not protect against the decline in value of your securities. SIPC does not protect individuals who are sold worthless stocks and other securities. SIPC does not protect claims against a broker for bad investment advice, or for recommending inappropriate investments. Explanatory brochure available upon request or at www.sipc.org.
Who is the custodian of my account?
- Our US brokerage and clearing partner, DriveWealth, works with Electronic Transaction Clearing Inc. (ETC), New York, for the custody of brokerage accounts.
Where is my US investing account held?
- Your investing (brokerage) account is opened with our partner platform, Stockal and in the US your account is held with clearing services firm DriveWealth - regulated by FINRA and SEC. It is a licensed carrying and self-clearing broker offering brokerage services to global investors. DriveWealth is backed by Softbank Group and other leading venture capital firms in the financial services ecosystem. The custody of your account, in turn, would be held by DriveWealth one of their custodian partners. Let us know if you need more information regarding the custody of your account. You can reach us by raising a ticket.
How much can I invest in US stocks from India?
- Currently, you can invest up to USD 250,000 every year in foreign stocks from India. This amount can change, subject to RBI guidelines. So, for now, your investments in US securities are also governed by the same limit.
- Foreign investments fall under clearly defined RBI guidelines. The remittance of money for foreign investments comes under the Liberalized Remittance Scheme (LRS).
- Under LRS an Individual can remit up to USD 250,000 per financial year to invest in foreign equities done through an authorized dealer (commonly, your bank). As per RBI policy, having a PAN card is required to purchase shares in foreign countries.
How much can I invest in US stocks from India?
- If you have a Will or testament then the person mentioned in the Will will be the nominee of your Global account as well. If you do not have a Will you may then assign one by filling and emailing the TOD (Transfer on Death) document with your signature.
Can I add a nominee to my account?
- There is no TDS (Tax Deduction at Source) for your stock market gains in the US. So when you make money and send it back to your Indian bank account, the broker in the US does not deduct any tax on it. You will have to pay Short-term Capital Gains Tax OR Long-term Capital Gains Tax in India, whatever is applicable. Short-term Capital Gains apply if a security is held for less than 12 months.
- A 25% TDS applies only on your dividend earnings. This is when stocks in your portfolio give out dividends to their investors.
- US and India have a Double Taxation Avoidance Agreement (DTAA). This means that you pay tax only once. For the TDS done on your dividend earnings, you will get W-8BEN from DriveWealth. You can use it while filing your taxes in India to show that you have already paid taxes on this income. W-8BEN can be issued whenever you request. For any further queries and help in understanding taxation, please feel free to raise a ticket and we will get back to you with an expert opinion.
Is there any tax deduction for my withdrawals or gains in the US markets?
- Yes, we do help you to take funds back to your country of residence. We assist you to get the required Auditor’s certificate, remit funds abroad and even to the end of filing returns.
Things to remember
- The US market timings are from 8:00 PM to 2:30 AM IST (9:30 AM to 4:00 PM EST) and we offer customers Equity Shares and ETFs products in the US market
- When your account gets activated you get an Account Number. This can be viewed at the right top of the Portfolio Page or under ‘My Account’ in the post login page under setting option
- Unlike Indian Stock Market Investments, International investing does not have the concept of demat account. There is only one account through which the orders are executed and shares are held.
- There is a different process for International Trade confirmation and reporting. Here you should look for the emails sent by DriveWealth or check My Account in the post log in page to view trade activities. There are no contract notes as we have in Indian Trading System
- The user id and the password that you create at the time of opening the International account is the credential with which you have to log in each and every time you wish to trade or view details.
- You will be required to remember SPIN which you set at the time of opening account as it is required each time you place an order to complete order placing
- You may login online and check Portfolio to view your holdings with Units, Investment Amount, CMP, Profit or Loss