Partner FAQ
Mandate is approved but why showing that it can be used after 3 days?
Please note that BSE mandate has a cooling period of T+3 working days from the date of mandate approval and order date. So, we request you to place order after cooling period.
If an SIP is ceased after three consecutive rejections, why is it still appearing in the Upcoming SIP section?
Kindly raise the ticket to MF team for checking, from AAA under Mutual Fund > SIP > ERROR WHILE PLACING SIP ORDER.
SIPs rejected due to KYC validation failure and subsequently cancelled by BSE are still appearing under Upcoming SIP.
Kindly raise the ticket to MF team for checking, from AAA under Mutual Fund > SIP > ERROR WHILE PLACING SIP ORDER.
Mutual fund units are allotted but why still not reflecting in holding?
Generally RTA send a feed file within T+2 days to us basis which holdings get updated, normally most of the transactions get updated on the next business day however if it is not reflecting please wait for 1 more day. If still problem persists please ...
Client SIP is rejected but still received massage that units are allotted.
Kindly raise the ticket to MF team for checking as there is a possibility of order rejection through AMC. Please raise query from AAA under Mutual Fund > SIP > Units not credited but SIP deducted
Why Autopay option is not showing for mutual fund?
There is a possibility that some banks are not approved for certain mandate types. List of banks approved is available on NPCI site- https://www.npci.org.in/PDF/nach/live-members-e-mandates/Live-Banks-in-API-E-Mandate.pdf ...
Why client existing folio not showing at the time of buying mutual fund?
This issue is now resolved, if still facing then kindly raise ticket to app support team with proper error screenshot from AAA under Mutual Fund > MF Purchase >MF Order status
Client did not received mandate link for SIP.
Firstly check spam email if received email is received with subject as- BSE mandate regarding mandate or client can login to mf.indiainfoline.com_ Bank & autopay and authenticate through bank & autopay option.
Bank Details are not showing in the payment option for buying mutual fund.
If bank details are not updated in UCC (IIFL) records then the same will not reflect in payment option. If client wishes to add bank then raise ticket from AAA under Modification > Modification- CDSL Acct > bank Modification.
Client has not place any SIP pause request but still received SIP pause email?
Certain SIP's are temporary suspended by exchange due to which they will be paused as per BSE notice, you need to raise ticket if any scheme other than these with mentioned email. From AAA under Mutual Fund > SIP > Activation
I am facing ARN EUIN error process.
Firstly NISM exam should be cleared, then follow process to update ARN for broker & EUIN for employee through AMFI webiste- https://amfi.camsonline.com/amfi-online/#/sessions/login or you may contact AMFI team on 18005726592 if you have any issues.
Transfer cum closure is done and units are transferred to target account but still reflecting under portfolio section on MF portal
In this case client needs to follow ARN/broker change process as well. Client has to submit ARN/broker change form to AMC/RTA , once ARN/broker change is done after that only units will not appear on MF portal under portfolio section.
What is the process to stop SIP for karvy demat?
Please note that SIP transferred from karvy demat to IIFL is not available in our ARN and also will directly be with AMC/ RTA . So client will have to submit physical SIP stop form to AMC/RTA.
How to download AMC folio statement?
You can check and download your clients AMC report in AAA. Login to AAA >> Reports >> Individual client >> MF >> AMC statement.
Why my redemption order is rejected due to 2FA validation failed?
In such scenario we have found that the 2fa (2 factor authentication) email Id is different from RTA records. In such cases please place fresh order.
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 under ZOHO CRM and provide the pre trade confirmation ...
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, ...
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