Where are the U.S. bank details for adding funds into client investment account?

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• How client can change his bank account details?

  1. Login to mobile app. 2. Click on Hamburger menu. 3. Click on the Client code. 4. Click on 'view/edit details' 5. Select 'Bank details' 6. Click on change account. 7. Enter Account Number & Re-enter account number 8. Select Account type 9. Enter ...

• 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 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.Select Bank details. 4.Click on delete icon to delete the bank detail. To do this via mob app, Click ...

• How to update bank details in Bank master?

  To update the bank details in bank master, share the personalize cancel cheque of client from AAA. Follow the below path. More >> help >> Activation Modification >> New Accounts >> Bank Master Updation >> Raise a query.

• If client have forgotten to allocate enough funds in his bank account for Mutual Fund SIP order. Is client order is liable to be rejected?

  Yes, the order will get rejected if client do not have sufficient funds in his account. Hence it is important for you to maintain the required balance in your bank account or IIFL Securities Ledger.