What is the new Client Account Opening Journey?

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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 Physical ...

• How many bank accounts client can link with IIFL trading account while account opening?

  Client can link only 1 bank account while opening an trading account which will be updated in trading and demat account both. After opening an account, addition of the bank can be done. If you select 'add' the bank, it will be added into trading ...

• If client entering a Client ID, but it says Mobile/Email ID invalid, what can client do to login?

  1) In this rare scenario, it means client have just completed account opening journey 2) Request client to retry in just a moment's time again, and client should be able to login successfully.

• When client can give Running Account Authorization (RAA)?

  Client can give RAA at the time of account opening or after the account gets opened.

• How client can change name in account?

  If the changes are minor, below is the process. The following self-attested documents are required: Minor Name Change Form KRA Form PAN Card copy Aadhaar Card copy Additionally, these documents must be stamped with the RM IPV (In-Person Verification) ...