Partner FAQ
What is family mapping for 360 reports and what benefits and conditions of Family mapping for 360 reports.
We have online facility for clients to map their family members and view consolidated portfolio 360 report. Benefits of mapping clients under single family for portfolio 360 reports are : 1. Client can view family portfolio under single tab. 2. If ...
What is process for Family Mapping for 360 Reports
Clients can follow simple steps for Family Mappings. Step 1 : Go to My Account >> Profile >> Family Mapping Step 2 : Select login id for the client which requires to be mapped to head of the family. Step 3 : After the id is selected, SMS and email ...
What is DDPI
DDPI is demat debit and pledge instructions introduced by SEBI which has replaced POA for demat debit. Below are the important points related to DDPI: � DDPI is limited to settlement and margin pledge transactions. � DDPI can be done online using ...
Can we activate POA for demat debit
You can not activate POA now for settlement and margin pledge transactions. Existing clients which already had POA mapped will continue to be valid.
DDPI for Mutual Fund
DDPI now covers Mutual Fund Redemption , buy back etc DDPI now covers all transactions including (Sell, Pledge, MF redemption and Buy Back), there is no requirement to submit Physical Additional POA.
How to Activate DDPI
New clients has option to opt for DDPI in on-boarding journey. Existing clients can opt for DDPI through Ttweb or MobileApp DDPI through online journey and Mobile App is available for Individual single holder accounts only. Physical DDPI will be ...
Which Clients are treated as Dormant?
Client who has not done any trade or transactions in last 24 months are treated as Dormant Clients and such clients are not able to trade unless same is removed from dormancy.
How to remove clients from Dormancy
Dormant clients gets pop up messages in Ttweb or MobileApp to confirm his latest KYC details. Once client confirms latest details and click on submit button his request is accepted. Such request is then sent to exchange and depository for marking ...
When can dormant clients starts trading post raising reactivation requests
Dormant client can trade effectively from T + 3 day T Day � Dormant reactivation request received. T + 1 Day � UCC in exchange is activated and exchange sends data to depository for linking. T + 2 Day � End of T+1 or by T+2 confirmation from ...
What are the online modes available
Clients demographic and most of other important details can be modified online through below modes: Ttweb MobileApp Whatsapp etc
What are the modification options available in Ttweb
Below options are available in Ttweb - Mobile Change / Email Change / Bank Update / GST updation / Latest Income Updation / Nominee Addition/ Nominee Change/ Change ContractNote Type BNPL / Activation Running Account Authorizations ...
What are the modification options available in MobileApp
Below options are available in MobileApp Mobile Change Email Change Bank Update GST updation Latest Income Updation Nominee Addition Nominee Change Change Contract Note Type BNPL Activation Running Account Authorisation (Monthly/Quarterly) Segment ...
What are the modification options available in whatsapp
Below are the options availale in whatsapp Update Email ID Update Mobile Number Add Bank Account Add Nominee Details Update Address Details Segment Activations Dormant Reactivation
Who is the contact person for Marketing related requirements ?
> Login to AAA Web (https://aaa.indiainfoline.com/login)/App >Select More>Branding- Enter your requirement >The desired information will be shared within 7-8 working days on your registered email id.
Whom should I contact for any FAN registration issue?
>You can get in touch with your BDM for details
How can I check FAN ledger?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to Reports >Select Fan brokerage Ledger
Where can I check brokerage earned by the clients mapped to me?
> Login to AAA (https://aaa.indiainfoline.com/login) > Select Dashboard option.>Click on brokerage (YTD) and type client code or Go to Reports > Others> Pay details
What is the process for updation of ARN?
>Login to AAA and AAA help, ticket can be raised using Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down-ARN Updation/Modification and attach the related Proof > The Department will update the status in the ticket ...
What is the process of GST number Updation ?
>Login to AAA and use AAA help ,ticket can be raised using Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down-Bank & GST Updation and attach the related Proof > The Department will update the status in the ticket accordingly.
How can I get my GST invoice?
> Login to AAA (https://aaa.indiainfoline.com/login)>Go to Reports>Select the GST Invoice under Others and the same can be downloaded.
What proofs are required for FAN address change?
Below documents are required- 1.Pan card of Partner 2.Education Certificate of Partner 3.Latest address proof of Partner 4. Address change undertaking with Partner signature
How to Open Non individual Account?
>Login to https://ttweb.indiainfoline.com>>Download forms & Format Broking (Equity & Commodity Segments) & Depository Account Opening Forms ( CDSL/NSDL ) >Download Non Individual form >Non Individual Account opening checklist is already given in AOF ...
How to open Individual Account Online?
>Login to https://fankyc.iifl.in/ and start the process. >Before starting the process make sure that client related documents like, Self Photo, Address Proof, Bank Proof, ID Proof and Signature on white background is available with you.
How to activate Karvy clients?
Activate trading account of Individual Karvy clients from the website:- wecarekarvy.indiainfoline.com . Note: Do not process joint holder karvy account through wecarekarvy link but process through physical only.
What is the process for reactivation of closed account?
The process is same like new Individual Account Opening as below >Login to https://fankyc.iifl.in/ and start the process. >Before starting the process make sure that client related documents like, Self Photo, Address Proof, Bank Proof, ID Proof and ...
How to change client Brokerage?
You can change client brokerage plans through AAA login (aaa.indiainfoline.com) >>More options >> Request >>click on Brokerage Request and change the Brokerage as per this slab and your Relationship Manager will get this approved. Please note if ...
How to Opt for Trader Terminal?
>You need to coordinate with your Service BDM to raise the request >Once the request is processed you can check your Terminal Details in AAA=>My Profile option
How to Change TT Now Password
>You can change the password using the forgot password option.
How to create mandate and view mandate status?
To create a new mandate Login to mf.indiainfoline.con > My account> Bank and autopay> Setup Autopay>Create new mandate. Through Mobile App: Click on Menu>Mutual Fund> Manage Autopay>Select Bank.
How to Redeem Mutual Fund units in case of Non POA/DDPI?
Kindly get the POA mapped or alternatively in client login option is available to place the order using the EDIS TPIN facility for non poa clients from Mutual fund website
In which bank I will receive the Mutual fund redemption amount?
While placing a redemption order you have to fill the necessary units for redemption and then there is a drop down to select a bank account in which you will receive the redemption amount. In case fund reversed back to BSE then they shall transfer ...
Which payment modes are available for Mutual Fund Investments for SIP?
There are 4 modes of payment. 1.Payment Gateway - You will have to click on Send Payment Link Option and then the client will receive the payment link on his/her registered Email ID and Mobile number & client can proceed with the payment using UPI or ...
Which payment modes are available for Mutual Fund Investments for Lumpsum?
There are 3 modes of payment. 1.IIFL AutoPay- -RM can select the existing mandate and Click on Confirm & place the order. Then the client will receive order confirmation link on his registered mobile number and the link will have validity of 24 ...
From where to download Mutual Fund statements?
RM/Client can download the MF statement from MF Portal from mf.indiainfoline.com >Transactions>Account statements. Also, RM can download from ACE Back Office-click on ACE backoffice>client reports>Account statement/Account statement (Foliowise)
How to upload Physical mandate form?
Login MF> My account> Bank & AutoPay > select bank> setup autopay> physical mandate>fill details>click on upload now>Tap to upload
From where can I check Upcoming SIP?
Mutual Fund Upcoming SIP orders wil reflect:Through Mobile app:1.Click-Menu>Mutual Funds>MD Dashboard>Upcoming SIP. 2.Through MF online portal:Login MF portal> Holdings>Portfolio >Ongoing SIP
How to pause SIP?
You can login to mf.indiainfoline.com _Holding_ Ongoing SIP_Click on SIP Registration Book_Select Mandate action_Select sip_Pause SIP
How to link mandate with SIP?
You can login to mf.indiainfoline.com _Holding_ Ongoing SIP_Click on SIP Registration Book_Select Mandate action_Select change payment mode
How to check KYC/KRA status?
Go to cvl.kra.com>Click on KYC inquiry>Enter PAN
How to check Account activation status?
Login to eaccount.indiainfoline.com>Lead Tracker>Enter Client code>search OR Login to activation.iifl.in>Application Tracker>Enter Client ID>Business:Equity/MF>Search
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