What is the "Funds" section for?

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• Where client can find my ledger/funds history?

  Login to Mobile app Click on the Funds icon in the main bottom menu. Click on Funds dropdown button once client is in the Funds section. Click on View Ledger button located at the bottom of the Funds dropdown menu. Client will be able to find the ...

• 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

• What information is available in the Portfolio section?

  Portfolio section gives you consolidated information about all your investments and trades.. This page has 3 tabs: Holdings - For the stocks that you have purchased and are present in your Demat account Positions - To track your open & closed ...

• How can I add/transfer funds to trading account?

  You need to transfer from the bank account which is linked with IIFL. For Mobile App, follow the below steps to add funds in the ledger: Login to Mobile App Click on the Funds icon on the main page right bottom side. Click on Add Funds button. Enter ...

• I am not able to find all variables under 'Margin' section earlier in the new version.

  In the latest update (v.5.17.11 and above) we have grouped all of the different variables under 'Funds', 'Eligible Holdings' and 'Used Margin' sections. We have done this to make margin calculations more accessible and easier to consume for our user. ...