How to Add a Family Account Holding in a Single Account Login?

To view the family account, follow the process below:

  • Log in to our “BOT” application.
  • Click on “My Accounts” from the Profile section.
  • Select “Family” from the left side menu.
  • Click on “Link a Sub-Account”.
  • Fill in the required fields: Client code, PAN number, and Registered Mobile No.
  • Click on “Continue”. A verification link will be sent to the sub-account holder’s registered mobile number.
  • The sub-account holder needs to click on the link and accept the invite.
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