RM FAQ
What is the 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 if a client is having debit in his demat account ?
You can not activate POA now for settlement and margin pledge transactions. Existing clients which already had POA mapped will continue to be valid.
What is DDPI for Mutual Funds ?
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 have the option to opt for DDPI during on-boarding journey. Existing clients can opt for DDPI through TT Web or MobileApp DDPI through online journey and Mobile App is available for Individual single holder accounts only. Physical DDPI ...
Which Clients are treated as Dormant ?
Clients who have not done any trade or transactions in the last 365 days are treated as Dormant Clients and such clients are not able to trade unless the same is removed from dormancy.
How to remove clients from Dormancy?
Dormant clients get pop up messages in Ttweb or MobileApp to confirm his latest KYC details. Once the client confirms the latest details and clicks on the submit button his request is accepted. Such a request is then sent to the exchange and ...
When can dormant clients start trading post raising reactivation requests ?
Dormant clients can trade effectively from T + 3 days. T Day: Dormant reactivation request received. T + 1 Day: UCC in exchange is activated, and the exchange sends data to the 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 TT web 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 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
What is the process of Stop Payment for Payout Issued through Cheque ?
Stop payment of the payout cheque should be requested only if the client's bank account is enabled with an active NEFT enabled bank account. Accordingly the stop payment is carried and payout can be processed via NEFT directly in clients mapped bank ...
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.
How to do Payout request in case of Transmission case?
In case of the transmission the fund payout would be processed only post receipt of relevant documents from the DP team. Kindly coordinate with the DP team in the transmission case.
Whom should I contact for any FAN registration issue?
>You can get in touch with your BDM for details
How to check all segment Contract Note Reports ?
Reports are Available on AAA >> Reports >> Individual Clients >> Daily reports >> Digital Contract Note (All segment Contract Note)
How can I check my ledger?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More >Select Wire Reports >Select Fan brokerage Ledger
How to check Bill Reports ?
Reports are Available on AAA >> Reports >> Individual Clients >> Daily reports >> Daily Bills
Where can I check brokerage earned by the clients mapped to me?
> Login to AAA (https://aaa.indiainfoline.com/login) > Select Dashboard option. OR >Select More=>Partner Details =>Pay Details
How to check Ledger Reports?
Reports are Available on AAA >> Reports >> Summaries >> Ledger
What is the process for updation of ARN?
>Login to Zoho CRM and 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 accordingly.
How to check Annual Global Report ?
Plz follow below steps for checking Annual Global Report. TT >> My Account >> Annual Global Report
What is the process of GST number Updation ?
>Login to Zoho CRM and 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 to check TAX invoice Reports ?
Reports are Available on AAA >> Reports >> Others >> GST Invoice
How can I get my GST invoice?
> Login to AAA (https://aaa.indiainfoline.com/login >Go to More>Partner Report >Select the GST Invoice and the same can be downloaded
How to check Profit & loss/Capital & gain ?
Reports are Available on AAA >> Reports >> Individual Clients >> Trading >> Realized P&L.
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 Portfolio Analysis Report ?
Plz follow below steps for Portfolio Analysis Report. TT >> My Account >> Portfolio >> Portfolio Analysis Report
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 check Unrealized Report ?
Reports are Available on AAA >> Reports >> Individual Clients >> Trading >> Unrealized P&L.
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 check Daily Margin Report ?
Reports are Available on AAA >> Reports >> Summaries >> Client Margin Reports
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 check STT certificate ?
Reports are Available on AAA >> Reports >> Individual Clients >> Daily reports >> STT Certificate
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.
How to check Trade Details ?
Reports are Available on AAA >> Reports >> Individual Clients >> Daily reports >> Trade Listing.
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?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More > Select Wire Request > Select Brokerage Request /Product activation
How to check DP Holding Reports ?
Reports are Available on AAA >> Reports >> Individual Clients >> Trading >> BOD Holding
Next page