Partner FAQ
Where can I check the status of a client's stock payout request?
You can check the client shares payout and transfer status under DP Scrip payout option This report is available on AAA by navigating to Reports > Summaries > DP Scrip payout.
Is it mandatory to have a ledger balance to transfer shares from one account to another?
Yes, to transfer shares from one account to another, DP bill charges apply. Therefore, clients need to maintain sufficient funds in their ledger account to cover the DP charges. You can check the DP charges for a client in AAA under their profile.
How to cancel KYC ?
You can update your KYC, to update KYC please send filled and signed KRA Individual form (Available on website:https://ttweb.indiainfoline.com >> Download form format) along with self attested supporting documents (Address proof, PAN and ID proof) to ...
How client can change address in account online ?
Please note address Change Facility available in client WhatsApp, kindly follow below steps: 1. login IIFL Mobile App 2. Click on More option 3. Click on WHATSAPP US 4. Drop a Hi message 5. Main Menu >> My Account >> Update Profile >> Option >> ...
How NRI client can update bank account?
NRI Clients can change/add the bank details by following the below process: • Submit the “Change in Bank Details” form duly filled and signed by the account holder. The form is available under the form formats section. • Provide a copy of the cheque ...
What is physical/offline process to add bank account?
Clients can change/add the bank details offline by following the below process: • Submit the “Change in Bank Details” form duly filled and signed by the account holder. The form is available under the form formats section. • Provide a copy of the ...
How can I check the average buying price of shares for my clients?
You can check the average buying price of your client's shares in the Unrealized P&L Report. This report is available on AAA by navigating to Reports > Individual Clients > Trading > Unrealized P&L.
How to Place an STP (Systematic Transfer Plan) Order?
Currently, we do not offer the STP (Systematic Transfer Plan) facility.
I want to know my AP registration number
AP registration numbers are available on the segment registration certificate.
Where can I download the freeze account details along with the reason?
You can download the freeze account details along with the reason from AAA. Please log in to AAA, navigate to the "Report" section, then click on "Freeze Details." Select the reason, and click on "View Report" to download the Freeze Client Report.
When can the client expect the rejected DRF documents to reach their registered address?
The client will receive the rejected DRF at their registered address within 10 to 15 working days after rejection. If the DRF form is not received within the given TAT, please raise a request through AAA Help, providing the client ID and DRF number.
How to login in AAA?
To log in to AAA, open a web browser and visit the official website https://aaa.indiainfoline.com/. Then Click on the "Login" option and Enter your registered mobile number or FAN code, then click "Next" then Enter your MPIN to complete the login ...
Unable to apply IPO online getting error?
If you are not able to apply IPO online , please clear the app data by following these steps: Go to Settings → App Management → IIFL Market App → Storage → Clear Data. After clearing the data, re-login and check if the issue persists, kindly raise a ...
Why I have not received FAN brokerage payout?
You can check your FAN brokerage details in AAA,Login to AAA (https://aaa.indiainfoline.com/login) Go to Reports Select FAN Brokerage Ledger for details If you have any concerns regarding a payout request, please raise a ticket in AAA Help under the ...
Unable to login in FAN KYC page?
If you are not able to login on website request you clear the browser history and cookies, After clearing the data, re-login and check if the issue persists, kindly raise a case in AAA under the "Technical Issue" category, providing the proper error ...
How client can upload selfie ?
You can send a link to clients to capture the selfie. Clients must capture and submit their selfie via the link sent to the mobile number used for registration. Once the selfie is submitted, you can continue the journey on behalf of the client.
How to remove NRO/NRI clients from Dormant?
To remove the NRO/NRI from dormant please share the scan copy of dormant removal form. Download form from AAA.
How to close actionable? Why actionable are created ?
An actionable is created if any pre-trade recording is not found during reconciliation or the client is not contactable during TVC call. In this scenario you need to check the actionable and provide the pre trade confirmation call/email/Deal sheet ...
How to open Joint account?
You can open a joint account through AAA login Go to Open Account then Select Joint Account Holder Click on Add Client and enter the data for both holders, then upload the required documents. Once the data entry is complete, kindly download the AOF, ...
Where I can check Minor, Non-individuals, HUF Account and corporate account rejection reason?
You can check the reason for your account rejection in the Client Activation Portal (iifl.in/activation). Go to the Application Tracker, then enter the client ID to view the rejection reason.
How to deactivate SIM Card?
For SIM card deactivation, please raise a request in AAA under FAN Team > Idea SIM Related Query > Deactivation, along with the reason for deactivation.
Why Document handling charges are getting charged in my client account?
Document handling charges levied on your client account are for generating physical contract notes, client can deactivate the physical contract note mode online. Please inform them to follow these steps: 1. Login to our trading website 2. Click on My ...
How to activate SIM card?
If you have received the SIM cards, please insert the SIM into your mobile phone to proceed with activation.
My Mobile app is not working
If your mobile app is not working, please clear the app data by following these steps: Go to Settings → App Management → IIFL Market App → Storage → Clear Data. After clearing the data, re-login and check if the issue persists, kindly raise a case in ...
How to do esign ?
You can complete the e-sign process using your Aadhaar card. Go to the e-sign page and enter your 12-digit Aadhaar number. You will receive an OTP on your registered mobile number. Enter the OTP in the designated column. Once the OTP is verified, ...
How to change AUM?
AUM typically depends on the financial investment You can download the client-wise AUM report online. Please log in to AAA, go to Reports, and select Online SIP Report to view report.
I want to change my Interest charges
Interest charges have been applied to your account as per your selected plan. If you wish to modify the interest charges, please contact your RM.
I want stock recommendations ?
Regardding recommendations we have given GEMRUSH option in mobile app It is a one-stop section for stock recommendations(Gems) and stock discovery. It is powered with advanced filters, using which you can pick out the stocks as per your budget, ...
How to raise a ticket in AAA?
To raise a ticket in AAA, please log in to AAA using your FAN code. Then, navigate to the "More" option, click on "Help," and search for self-explanatory questions and answers. There, you will find the option to raise a ticket.
Why clients account become dormant?
If there has been no transaction in the account for the past 24 months, the account becomes dormant. To reactivate the account, please Login to our website ttweb.indiainfoline.com >> My account >> profile >> my details >> personal details >> update ...
How to Change or reset TT(Trader terminal) Password?
You can now reset your trader terminal password online. Simply click on the 'Forgot Password' option to generate a new password or change your existing one.
I want to know the AMC (Annual Maintenance Charge) for my franchise.
Below are the Annual Maintenance Charges (AMC) applicable for your franchise, debited as per your registered segments: NSE (All Segments): Rs. 5,900 (including GST) BSE (All Segments): Rs. 4,720 (including GST) MCX: Rs. 1,180 (including GST) NCDEX: ...
How to generate AAA PIN ?
In case you don't remember your AAA MPIN, please Open the website https://aaa.indiainfoline.com/login > Enter your FAN code > Click on "Forgot PIN" to generate a new AAA PIN to login in AAA.
I want my segment registration certificate
To get NSE & BSE or other segment registration certificate please raise the request from AAA Follow the below path. Login to AAA go to help then type Fan Team > Fan Activation then select a segment for certificate to raise a request.
How to update Trader terminal?
To update trader terminal Log in to AAA. Click on the Profile Icon. Select Download TT Manager to install the latest version.
I want to know my client demat account number?
You can check your client demat account number in AAA under client details > DP details.
How to check previous ticket status?
You can check your raised ticket status from AAA under help > previous query
How to transfer lead?
In order to transfer lead please send email to oi@iifl.in along with client details and FAN code.
What is process to convert account from minor to major?
If client is turns MAJOR then send send duly signed & filled complete AOF with supporting documents and Client new PAN (having photo & signature on it) with CML (hard copy) to Thane Office (Note - Please do mention "Client Minor To Major conversion" ...
Non individual account opening request has been rejected due to Authorized signatory details mismatch between Board Resolution and List of Authorized Signatories format
Please note Authorized signatories should be the same in Board Resolution and List of Authorized Signatories format. (Eg. In Br copy if you have mention Mr. Sudhir and Sandesh as an authorize person then the same person name should be require on ...
Next page