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Creating a Paasa account

Step-by-step guide on how to create a Paasa account using the mobile app

Nitish Sahni avatar
Written by Nitish Sahni
Updated over a month ago

How to Create a Paasa Account (Mobile App Guide)

Welcome to Paasa! 🚀 Follow these simple steps to create your account and start investing in global markets effortlessly.


Step 1: Download the Paasa App

  1. Open the App Store (iOS) or Google Play Store (Android).

  2. Search for "Paasa" and tap Download.

  3. Once installed, open the app.


Step 2: Select Your Primary Tax Residence

  • Choose the country where you pay taxes (e.g., India, UAE, Singapore, United States, etc.).

  • Tap Continue to proceed.


Step 3: Enter Your Basic Information

  1. Fill in your First Name, Middle Name (Optional), and Last Name.

  2. Enter your Email Address.

  3. Tap Continue.


Step 4: Set Up Your Password

  • Create a strong password (12+ characters, mix of uppercase, lowercase, numbers, and symbols).

  • Confirm your password.

  • Tap Continue.

🔹 Tip: Paasa uses 256-bit encryption for enhanced security.


Step 5: Verify Your Email

  • Check your inbox for a verification link and tap to confirm.

  • If you don’t see the email, check your spam folder.


Step 6: Verify Your Identity (KYC Process)

To comply with financial regulations, you’ll need to verify your identity:

  1. Enter your PAN Number (for Indian users) and Phone Number.

  2. Tap Continue and enter the OTP sent to your phone.

  3. Once verified, you’ll see a green confirmation screen (✅ Identity Confirmed).


Step 7: Provide Additional Personal Details

  • Enter your Date of Birth.

  • Select your Citizenship.

  • Tap Continue.


Step 8: Answer Regulatory Questions

To ensure compliance with financial regulations, Paasa will ask:

  • Whether you or a family member work with a US broker-dealer or FINRA.

  • If you are a senior executive or a political figure.

  • Select “None apply to me” if none of these apply.

Tap Continue to proceed.


Step 9: Complete the W-8BEN Tax Form (For Non-U.S. Investors)

This form helps ensure you don’t pay extra taxes by claiming reduced withholding rates under U.S. tax treaties.

  • Review the declaration.

  • Confirm you are not a U.S. person.

  • Tap Continue.


Step 10: Accept the Broker Customer Agreement

Paasa partners with Alpaca Securities LLC for brokerage services.

  • Read and agree to the Alpaca Customer Agreement.

  • Digitally sign the agreement by typing your name.

  • Tap Continue.


Step 11: Fund Your Account & Start Investing

  1. Link your bank account or select a payment method.

  2. Deposit funds to activate your account.

  3. Start exploring and investing in global markets! 🎉


Need Help?

If you face any issues during sign-up, reach out to our support team via:
📩 Email: [email protected]

Happy investing with Paasa! 🚀

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