T e x a s c r e d i t B e n c h m a r k

Demat Account

Overview

Digitize Your Investments. Trade Smart. Stay Secure.

With a CBM Demat Account, you can hold your securities in digital form—safe, secure, and ready for trading anytime. No more paperwork, no risk of physical loss or damage. Whether you're an experienced investor or just starting your journey in the stock market, CBM helps you manage your investments with ease and transparency.

Demat Account Eligibility

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Age Requirements

18 years or older
A Demat account can be opened in the name of a minor, but it must be operated by a guardian (parent or legal guardian) until the minor turns 18.

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ID & Documents

Government-issued Photo ID (Passport, Driver’s License, or State ID)

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Financial Criteria

You do not need to show proof of income to open a Demat account.

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Residency & Citizenship

U.S. Citizens
NRIs (Non-Resident Indians)

Features

Key Demat Account Features

Electronic Holding of Securities

Safely store shares, bonds, ETFs, and mutual funds in digital format—no need for physical certificates.

Faster Settlements

Enjoy quicker processing of buy/sell orders with automatic credit and debit of securities.

Linked with Trading Account

Integrated seamlessly with your CBM trading account for instant transactions.

Nominee Facility

Secure your investment for the future by assigning a nominee to your account.

Low Annual Maintenance Fee

Affordable and transparent pricing with no hidden charges.

High-Level Security

Advanced encryption and 2FA authentication to protect your investment data.

Ready to Get Started?

Open your CBM Savings Account today in just a few steps.

Required Documents

Required Documents for Application

  • PAN Card is Mandatory
  • Completed Application Form
  • Non Resident [Passpost, Visa, Social Security Number]
  • Resident [Identification Documents, Social Security Card]
  • Passport Size Photographs
OTP Verification
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