Partner FAQ
How to update contact Details?
You can update contact 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 email id.
How to change the group?
Kindly contact the OI Team. Kindly mark email to kamlesh.singal@iifl.com and ujwala.dalvi@iifl.com
Why was my redemption order rejected?
There are different reasons for rejection of the redemption order. Reasons are as follows: 1. If units are under Lockin Period then you can place redemption order post completion of Lockin period. 2. If the units are under Pledge, then first you will ...
If my order is rejected then when will I get a refund?
BSE standard TAT for refund for Transaction + 7 working days.
When will I receive an allotment for NFO order?
Once the NFO period of a new scheme is over, the mutual fund company allots the units in NFO Close date + 5 working days.
How to update Email ID/ Mobile number in RTA records for units held in Physical mode?
For CAMS- https://www.camsonline.com/Investors/Service-requests/Updation_Email_Id_or_Mobile_No/Update-email For KARVY - https://mfs.kfintech.com/investor/Transact/ChangeFolioEmail
How to check DP Holding Reports ?
Reports are Available on AAA >> Reports >> Individual Clients >> Trading >> BOD Holding.
How to check Brokerage & Van Plan Report ?
Reports are Available on AAA >> Reports >> Summaries >> VAS Detailed Report.
How to check DPC Charges ?
Reports are Available on AAA >> Reports >> Individual Clients >> Others >> Interest Delayed payment.
How to check IS/B2P Charges ?
Plz follow below steps for IS/B2P Charges Reports. TT >> My Account >> Charges >> IS/B2P
How to check STT Charges ?
Plz follow below steps for STT Charges Reports. TT >> My Account >> Charges >> STT Charge
How to update Rate & Date for Off Market Transactions ?
Plz follow below steps for Rate & Date for Off Market Transactions Reports. TT >> My Account >> portfolio >> P&L Summary >> Click here for offline transfer
How to check Margin pledge & Margin Reports ?
Plz follow below steps for Margin pledge & Margin Reports. TT >> Report >> Holding >> Pledge Securities >> Create Pledge/Unpledge/Order Status
How to check Unpledge share under BMFD ?
Plz follow below steps to check Unpledge share under BMFD Reports. TT >> Report >> Margin >> Pay Now
How to check PAN - Aadhaar Link Status?
To check - https://eportal.incometax.gov.in/iec/foservices/#/pre-login/link-aadhaar-status
What is the email id for sending the DIS scan image for execution (CDSL demat accounts)?
For CDSL Demat a/c, pls send a DIS scan image on cdsl@iifl.com for execution. While sending the mail for DIS processing, pls mention the Trading code and Slip number in the subject line.
How to check the Status of DIS execution�?
You can check the status of DIS processing on AAA - DP Scrip Payout option (Login -> More -> Wire Reports -> DP Scrip Payout).
Why is CML required along with DIS?
Clients have to submit the latest CML of outside target demat a/c along with DIS when the share transfer reason is mentioned as � Transfer to own account �. Holder names with the source & target demat account are one and same and in the same order ...
How to do OTP authentication for DIS execution, if the client has not received the OTP link from CDSL depository?
If otp link not received by client from CDSL Depository then client can do OTP authentication from CDSL website - www.cdslindia.com - Quick Links - OTP Authentication (Off Market / Inter Depository Authentication)
How to calculate stamp duty amount for off market sell transactions?
Go to www.cdslindia.com - Quick link - Stamp Duty Calculator
What is the address for sending the original DIS?
After DIS processed on scan image, the Original DIS to be dispatched to CDSL DP within 3 days at IIFL Securities Limited, 701, Akruti Centre Point, Central Road, Marol MIDC, Andheri East, Mumbai - 400093 (CDSL DP Department)
Is it mandatory to affix Branch stamps with date and time of receipt on Delivery Instruction Slip ?
Yes. Affix Branch stamp with date and time of receipt on Delivery Instruction Slip wherever blank space is available (wire circular no. 2022/03/001 dated 08th March 2022)
How to participate in buy back, if POA / DDPI is not updated in demat a/c?
Client can submit Delivery Instruction Slip (DIS) duly filled to participate for Buy Back.
How to check and download DP Holding Statement?
You can check and download the holding report from TT EXE / AAA.
How to get holdings for Karvy demat Account?
Holding Statement can be downloaded from https://www.indiainfoline.com/ - Login to DP (OTP Based) OR Client can write to cs@iifl.com
How to download CML Report?
You can download the CML Report from TT EXE.
How to get the Transmission procedure?
You can raise the query in zoho crm for transmission procedure mentioned in the details of deceased holder demat a/c number , Trading code, Deceased holder name, Date of deceased holder and copy of death certificate.
How to check the Pending dematerialization status?
If the holding shows Pending Demat in the holding statement, it means the demat request is pending with the company / RTA for further confirmation. RTA takes a maximum 30 days to process the demat request from their end. Once RTA confirm the demat ...
How to check the status of Demat Request ie. whether approved or Rejected?
In case demat requests are rejected by the company /RTA, the same is displayed in DP Transaction Statement.
Where we can check date of documents rejected by RTA and by when client will received the rejected documents?
Pls check the demat request rejection date in DP Transaction Statement. DP Team sending the rejected documents to the clients after receiving the rejected documents from the Company / RTA. Normally RTA sends the rejected documents to DP within 15 ...
What is the procedure to be followed for dematting the Sovereign Gold Bond (SGB)?
SGB can be dematted from issuing banks only. Client has to visit the issuing bank with dp details (CML) to demat the SGB from their end.
What is the procedure to dematerialise mutual funds?
Client has to submit Mutual Fund demat request form along with MF Account Statement duly self attested and send the same to Andheri akruti office.
How to download DP Holding statements for only demat a/c?
RM can not download dp holding statements for only dp accounts. However, the clients who have only Demat account can view and download the DP holding from IIFL website (https://www.indiainfoline.com/ - Login to DP) Please refer Facebook link : ...
What is the procedure to be followed for issuance of a new DIS Booklet?
Please note if a client is having a single holder demat account then client can place the request for DIS booklet online from ttweb.indiainfoline.com OR submit requisition form alongwith copy of PAN card self attested by clients and send the same to ...
How to get a normal Pledge Request form for Loan Against Securities?
Please note soft copy of Pledge Request form available on IIFL website (https://ttweb.indiainfoline.com/ - Download Form and Formats). Client has to fill all the details in Pledge Request form for Loan Against Securities. Pledgee demat account should ...
How to get Margin Pledge Request form for margin purpose?
Please note soft copy of Margin Pledge Request form available on IIFL website (https://ttweb.indiainfoline.com/ - Download Form and Formats). Client has to fill all the details in Margin Pledge Request form for margin purpose. Pledgee demat account ...
How to unpledge the shares, if the same are pledged under Franchisee Securities Deposit?
Please contact the Franchisee department for unpledging the shares. Fan department will send mail to the DP team for unpledging the shares and accordingly DP team will unpledge the shares.
How to close the demat and Trading a/c, if there is no holding in demat a/c?
1) If no holding in demat a/c, client can send mail to cs@iifl.com from his registered email id mentioning the details of demat a/c number, Trading a/c and reason for closing the demat & Trading a/c 2) Client can place the closure request from his TT ...
How to check the Status of DIS execution ?
You can check the status of DIS processing on AAA - DP Scrip Payout option (Login -> More -> Wire Reports -> DP Scrip Payout)
Does OTP Confirmation need to be confirmed by the client by submitting the same on given link for any Off Market transaction?
Yes . NSDL Depository is sending the OTP link on client registered Mobile & email id post the DIS execution done by DP .Once the OTP is confirmed, the off market transfer instruction(s) as selected by the client will be processed.
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