On What basis client's name is updated?

On What basis client's name is updated?

The client must enter the name as per the PAN card or ITD (Income Tax Department) in the same order.

The name on the PAN card can differ from the name on the Income Tax Department (ITD).


    • Related Articles

    • How client can change name in account?

      To change name in client account, please send a hard copy of Name change form along with supporting document which is client self attested and RM IPV stamp (In Person Verification). Kindly provide valid government ID Proof having the correct name ...
    • How client can update Mother name and her Maiden name in the account?

      Client can update the details through our website https://ttweb.indiainfoline.com/Trade/Login.aspx or IIFL Mobile App. 1.Click on My profile 2.Click on Details 3.Go to Personal details and update the Mothers name/ Maiden name and click on Accept ...
    • How to find a name as per ITD?

      To find the name as per ITD, login to incometax.gov.in/iec/foportal, click the name and then click on My Profile. ITD name is also name which is reflected in ITR copies, if ITR copy of client is available, you can enter name as per ITR copy.
    • Where are the U.S. bank details for adding funds into client investment account?

      The details of the beneficiary U.S. bank to add funds are in the "Add funds" section in the platform. Kindly Log in to the platform and click on "Add Funds" for detailed instructions to add funds from client bank account
    • Is client investment account protected?

      client's investing account is created with our U.S. brokerage partner Drive Wealth. Drive Wealth LLC, a member of the Securities Investor Protection Corporation (SIPC), will serve as the custodian for client's securities account. In the event that ...