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
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Is client investment account protected?
client's investing account is created with our U.S. brokerage partner Drive Wealth. Drive Wealth LLC, a member of the Securities Investor Protection Corporation (SIPC), will serve as the custodian for client's securities account. In the event that ...
How client can change/update his bank account details?
The client can change/add the bank details online now by following the below process- Note: If you wish to add the bank details only in the trading account click on the "Add" option. If you wish to add the bank details in the trading account and ...
How client can delete bank account from the trading account?
Client can delete bank account by following these steps- Through IIFL Mobile App 1. Login to mobile app. 2. Select My Account > Profile > My Details 3. Click on delete icon to delete the bank detail. 4. Please note that you can delete only non ...
How to Change bank details? (offline process)
You can change/add the bank details offline now by following the below process: 1. Submit “Change in Bank details form” duly filled & signed by holder(s). 2. Copy of Cheque Leaf where the name(s) of the account holder(s) should be printed. 3. If the ...
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 ...