Do I need to upload a client’s signature for onboarding?

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• What are the key features of the new onboarding process?

  • Digital Onboarding: Clients can be onboarded completely digitally if they select the Digital Journey. No signature upload is required if the bank account is verified through a penny drop. • Physical Journey: If the client selects the Phygital ...

• Do client need an OTP to login to IIFL Markets App?

  Client only need to use OTP once for mobile device verification before setting up Biometric. Once client have entered OTP in a device, he/she do not need to enter it again, unless he/she is trying to login to a new mobile device.

• 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 ...

• 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

• How to View Signature online?

  To View signature in Mobile App- Login to Mobile App Click on the Hamburger menu and click on Client code Click on View/Edit details Click on personal details Click on "Click to view" option to view the signature To view signature in TTweb- Login to ...