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 ...

• How client can upload selfie ?

  You can send a link to clients to capture the selfie. Clients must capture and submit their selfie via the link sent to the mobile number used for registration. Once the selfie is submitted, you can continue the journey on behalf of the client.

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

  Client only need to use OTP once for mobile device verification before entering PIN 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 However, if client forget PIN, ...

• Does OTP Confirmation need to be confirmed by the client by submitting the same on given link for any Off Market transaction?

  Yes . NSDL Depository is sending the OTP link on client registered Mobile & email id post the DIS execution done by DP .Once the OTP is confirmed, the off market transfer instruction(s) as selected by the client will be processed.

• Does OTP Confirmation need to be confirmed by the client by submitting the same on given link for any Off Market transaction?

  Yes . NSDL Depository is sending the OTP link on client registered Mobile & email id post the DIS execution done by DP .Once the OTP is confirmed, the off market transfer instruction(s) as selected by the client will be processed.