How to Close, Reactivate or Modify Your Demat Account – FAQs

Close, Reactivate or Modify Your Trading & Demat Account

A clean, step-by-step guide to closing your account, clearing dues, reactivating a dormant account, and updating your KYC details with ATS.

To close your trading and demat account, make sure there are no open positions, sell or transfer out your holdings, clear any outstanding dues (ledger balance or AMC), and submit a signed account-closure request. A dormant account — one with no activity for a defined period — can be reactivated by submitting a reactivation request with fresh KYC verification. Need to change details instead? See our demat account FAQs and nomination guide.

How to close your trading and demat account

Square off all open positions (intraday, F&O, MTF) and cancel pending orders.
Sell your holdings, or transfer them to another demat account using CDSL easiest or a Delivery Instruction Slip (DIS).
Clear every due — outstanding ledger balance and any pending Annual Maintenance Charge (AMC).
Submit a signed account-closure request through the ATS support desk.
Once verified and dues are nil, the trading + demat account is closed and you receive confirmation.

Before you closeAn account cannot be closed while it holds securities or carries dues. Move your shares out (or sell them) and settle the ledger first — otherwise the closure request is put on hold.

Reactivating a dormant account

If your account has had no activity for a defined period it is flagged dormant as a safety measure. Reactivation is simple: submit a reactivation request and complete a fresh KYC verification (identity + latest proof). Once processed, trading access is restored on the same account.

Updating KYC — mobile, email, bank, address, nominee

You do not need to close and reopen an account to change your details. Submit a KYC modification request with valid proof — changes to mobile number, email, bank account, address and nominee are processed after verification. Adding or changing a nominee is covered in detail in our nomination FAQs.

Change requested	What you need	Processed after
Mobile / email	OTP verification on the new contact	Verification
Bank account	Cancelled cheque / bank proof	Verification
Address	Latest valid address proof	Verification
Nominee	Nominee details + declaration	Verification

Transferring your holdings out before closing

To keep your shares, transfer them to another demat account using CDSL easiest (online) or a physical Delivery Instruction Slip before you initiate closure. Keep your Client Master Report (CMR) handy for the receiving broker. Worried about safe transfers? Review our account security guide.

Explore more ATS help topics

Demat Account FAQs — CDSL demat services — holdings, DIS, CMR, transfers, statements and re-KYC.
Joint Demat & Trading Account — Open and operate a joint demat & trading account — holders, KYC and documents.
Brokerage & Demat Charges — Brokerage, DP charges, AMC, STT, GST and every trading cost, explained.
Margin Trading & Pledge — MTF, pledging shares for margin, haircuts, and margin-shortfall penalties.
Tax on Stock Trading — STCG, LTCG, STT, intraday & F&O taxation, and downloading your tax P&L.
Corporate Actions — Dividends, bonus, splits, rights and buybacks — how they hit your demat.
Buyback of Shares — How share buybacks work, eligibility, and tendering shares through ATS.
Mutual Funds & SIP — Start SIPs, invest in mutual funds, redeem, switch and track your folios.
Nomination for Demat Account — Add, change or opt out of a nominee, and transmission of holdings.
Account Security & Fraud Prevention — Two-factor login, phishing, safe passwords and reporting unauthorised trades.
Grievance Redressal — Raise a complaint, the escalation ladder, SEBI SCORES and Smart ODR.
NRI Trading Account — NRE/NRO, PIS, repatriation and NRI demat & trading account rules.
Trading Platform & App Support — Login, orders, charts, reports and troubleshooting on the ATS apps.
Refer & Earn / Partner Program — Refer friends, earn rewards and become an ATS authorised partner.

Frequently Asked Questions

Submit a signed account-closure request. Before it can be processed, ensure there are no open positions, your holdings are sold or transferred out to another demat account, and all dues — ledger balance and any pending AMC — are cleared.

Yes. Any outstanding ledger balance or pending Annual Maintenance Charge (AMC) must be settled before the account can be closed. A closure request with unpaid dues is kept on hold until the balance is nil.

Transfer your holdings to another demat account using CDSL easiest or a Delivery Instruction Slip (DIS) before initiating closure. Alternatively, sell the holdings in the market. An account holding securities cannot be closed.

An account with no activity for a defined period becomes dormant as a safety measure. Reactivate it by submitting a reactivation request and completing a fresh KYC verification, after which trading access is restored on the same account.

Submit a KYC modification request with valid proof. Changes to mobile, email, bank, address and nominee are processed after verification — you do not need to close and reopen your account to change these details.

Account closure itself is not charged, but you must first clear any outstanding ledger balance and any pending AMC. Depository transfer of holdings out of the account may attract standard DP charges. Contact ATS support for your exact statement of dues.

A dormant (inactive) account can be reactivated with fresh KYC. A fully closed account cannot be reopened — you would open a new trading and demat account. If you are unsure whether your account is dormant or closed, contact ATS support.