You would be required to activate a trading account of client in a very simple process.
1) First, kindly check this client lead is mapped under your code. If lead is not mapped under your code then kindly mail to
oi@iifl.in along with client details and your wire code.
Client may now follow the EDIS process to sell the shares through easy, paperless IIFL e-DIS services Follow the below steps for eDIS :
2) Select the stocks Client want to sell from Non-POA holdings and click on transfer button
3) An authorization pop-up would be displayed, further click on “Authorize” button.
4) Clients would be redirected to CDSL page for TPIN or NSDL page for MPIN & OTP verification.
5) Once successful verification is done, the client can sell that respective holdings instantly.
A detailed step by step guide on how to sell stocks by authorizing through client's (non-POA mapped) Demat account can be seen below-
For the ones who do not want to use EDIS will have to provide the limited purpose DDPI - Demat Debit and Pledge Instructions Form (For Settlement and Margin Pledge Transactions) in favour of IIFL Securities Ltd. You can directly courier the client self attested DDPI at the below address . DDPI form available on website:
https://aaa.indiainfoline.com >> More option >>Utilities >>Download form format >> Forms for client.
To Modification Department
IIFL Securities Limited
IIFL House, SunInfotech Park,
Road No. 16V, Plot No.B-23,
MIDC, Thane IndustrialArea,
Wagle Estate,
Thane - 400604.