Where is your U.S. investing account held?

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• 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

• 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 ...

• Can I de-materialize shares held by a single owner into a joint demat account ?

  For de-materialization of shares, the name on the share certificate should match the name on the DEMAT account. If the share certificates are held by a single holder, it can't be dematerialized into a Joint demat account. If the share certificates ...

• How to update nominee for units held in demat?

  Kindly provide Nomination Form for units held in Demat account along with the PAN card copy to activation team. You can Download Nomination form from http://content.indiainfoline.com/IIFLTT/DownloadFormFormats/DownloadFormFormats.html

• How to update nominee for units held in demat?

  Kindly provide Nomination Form for units held in Demat account along with the PAN card copy to activation team. You can Download Nomination form from http://content.indiainfoline.com/IIFLTT/DownloadFormFormats/DownloadFormFormats.html