Account Setup and Management on RIA Docs

Account Management

Mon, 01 Jan 0001 00:00:00 +0000

How do I edit my name?

You cannot change your first or last name in the portal. If your name has changed, please contact [CONTACT INFORMATION].

How do I update my contact details?

Navigate to User > Edit Profile. Edit, delete, or add another phone type in the Phone Number section.

Can I add multiple mobile numbers to my account?

No, you can only add one mobile number. However, you can add a different Phone Type.

Mon, 01 Jan 0001 00:00:00 +0000

How do I create an account on the portal?

To create an account, click on the Sign up link. You will be asked to provide your personal details and tax-related information.

What should I do if I do not receive an OTP during registration?

What happens after successful login?

You will be prompted to select a TIN if multiple TINs are associated with your account, followed by choosing a tax type.