Partner FAQ
How Client can add the Target Beneficiary in CDSL demat accounts ?
A. Client can Add / Register Target Demat Account as ‘Beneficiary’ through their Easi / Easiest Login. B. Otherwise, Client has to submit Registration Form (format enclosed as Annexure - CDSL) to DP for addition / registration of target demat a/c as ...
How Client can add the Target Beneficiary in NSDL demat accounts ?
A. Client shall initiate the request for addition of target beneficiary demat account(s) by submitting physical form (enclosed as Annexure) to its DP. B. Client shall login to NSDL SPEED-e Portal using password or e-token based option and click on ...
Is the Addition of Target Beneficiary demat accounts process mandatory or Optional ?
Addition of beneficiary target demat details will be mandatory and applicable for all types of OFF MARKET TRANSFER REASON CODE available in NSDL/CDSL system from January 1, 2024.
Who needs to follow the process of Addition of Target Beneficiary demat accounts ?
Process need to follow by the client (Transferor) for Addition / Registration of Target Demat Account (Transferee) as ‘Beneficiary’.
Is the addition of Target Beneficiary demat accounts similar to add beneficiary accounts where funds are getting transferred ?
Yes, In simple analogy of banking, it is like before you do a fund transfer through RTGS/NEFT from your bank account, you need to add a beneficiary account where funds are getting transferred.
What is meaning of " Off Market " ?
Off-market is the instruction to transfer stocks between 2 parties without involving Exchange.
What is the meaning of Addition of Target Beneficiary in demat accounts ?
With effect from January 1, 2024, Intra-depository (i.e. within CDSL/NSDL) or Inter-depository (between the Depositories CDSL & NSDL) off-market transactions, will be considered for execution only if Demat Account of Transferee (to account where ...
How can I get my GST invoice?
> Login to AAA (https://aaa.indiainfoline.com/login >Reports>Select the GST Invoice under Others and the same can be downloaded.
What proofs are required for 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 check TAX invoice Reports ?
Reports are Available on AAA >> Reports >> Others >> GST Invoice
How to check Profit & loss/Capital & gain ?
Reports are Available on AAA >> Reports >> Individual Clients >> Trading >> Realized P&L.
How to check Portfolio Analysis Report ?
Plz follow below steps for Portfolio Analysis Report. TT >> My Account >> Portfolio >> Portfolio Analysis Report
How to check Unrealized Report ?
Reports are Available on AAA >> Reports >> Individual Clients >> Trading >> Unrealized P&L.
How to check Daily Margin Report ?
Reports are Available on AAA >> Reports >> Summaries >> Client Margin Reports.
How to check STT certificate ?
Reports are Available on AAA >> Reports >> Individual Clients >> Daily reports >> STT Certificate.
How to check Trade Details ?
Reports are Available on AAA >> Reports >> Individual Clients >> Daily reports >> Trade Listing.
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.
Where can I check in which segments clients are activated to trade?
> Login to Zoho CRM and search for Client Code in ZOHO CRM > Click on Client Name > Click on Customer Profile details >You can view the Segment Status
How to activate Karvy clients?
>Activate trading account of Individual Kirby 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?
Kindly create a new and view mandate Throught online mode: 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's login option is available to place the order using the EDIS TPIN facility for non poa clients from Mutual fund website.
In which bank account will client receive the Mutual fund redemption amount?
While placing a redemption order client have to fill the necessary units for redemption and then there is a drop down to select a bank account in which client will receive the redemption amount. If not selected then funds will be transferred to the ...
Which payment modes are available for Mutual Fund Investments for SIP?
There are 3 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 registered Email ID and Mobile number & client will receive UPI and Netbanking payment ...
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 an 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 back office > client reports > Account statement/Account statement (Folio Wise)
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 will 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
How to know status of online modification request raised by client ?
If modification request is placed from Client activation portal, then TAT (turn around time) to process the request is T+2 working days and client gets notification for the same. If beyond TAT, status not updated to client, you may raise ticket from ...
How to update nominees for units held in demat?
Kindly provide a Nomination Form for units held in Demat account along with the PAN card copy to the activation team. You can Download Nomination form from http://content.indiainfoline.com/IIFLTT/DownloadFormFormats/DownloadFormFormats.html
How to update nominee in case of units held in Physical mode?
For CAMS - https://www.camsonline.com/Investors/Service-requests/Nomination/Nomination-Opt-in_&_Opt-out For KARVY - https://mfs.kfintech.com/investor/General/NCTNomineeUpdation
How to update a Bank in Mutual Fund account?
You can update bank details from the TTWEB application. 1.Login to https://ttweb.indiainfoline.com/trade 2.Select My Account > Profile > My Details. 3.Click on edit to change the Bank.
Next page