General

Can I update nominee in ICICI Direct Global Invest Account?

Only US-based Individual accounts can add beneficiaries/nomination in the Global Invest Account. Indian clients who register for Global account can instead update a Trusted contact person.

Trusted Contact Person- The client has the opportunity to provide the name and contact

information of an individual, referred to as a trusted contact, who IBKR would be authorized to contact and disclose information about their account to address possible financial exploitation, to confirm the specifics of the customer’s current contact information, health status, or the identity of any legal guardian, executor, trustee or holder of a power of attorney.

This individual is not provided with access to the account nor are they authorized to approve any transactions for the account.

To add a Trusted Contact:

1. Log into ICICI Direct Global Invest Account
2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Under Account Settings find the Account Configuration section
4. Click on the Configure (gear) icon alongside Trusted Contact PersonClick on Add a Trusted Contact Person "+" icon in the upper right-hand corner to add a new Trusted Contact for your account
5. You will be prompted to specify that individual's name, email address, residential address, home number and relationship