RM FAQ
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 check client Brokerage & VAS Plan Report ?
Reports are Available on AAA > Trades > Clients>Broerage plan
How to Change TT Now Password
>You can change the password using the forgot password option.
How to check DPC Charges ?
Reports are Available on AAA >> Reports >> Individual Clients >> Others >> Interest Delayed payment.
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 check IS/B2P Charges ?
Plz follow below steps for IS/B2P Charges Reports. TT >> My Account >> Charges >> IS/B2P
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.
How to check STT Charges ?
Plz follow below steps for STT Charges Reports. TT >> My Account >> Charges >> STT Charge
In which bank account will I 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. If not selected then funds will be transferred to the default ...
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
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 ...
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
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 ...
How to check Unpledge share under BMFD ?
Plz follow below steps to check Unpledge share under BMFD Reports. TT >> Report >> Margin >> Pay Now
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)
If Client placed pledge request in TT Manager and remarks showing as rejected, Please let me know next steps?
Plz contact to the Appsupport team.
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
If Client placed pledge request in TT Manager and OTP Not received ?
Plz contact to the Appsupport team.
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 check pledge logs ?
Plz contact to the Concern DP Team
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.
If client has not received the Dividend plz let us know the process?
Client has to contact respective RTA.
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 .
What is the process to get Email Logs and SMS logs ?
Plz raise the Query in CRM along with period for which you need email logs and sms logs.
How to check KYC/KRA status?
Go to cvl.kra.com>Click on KYC inquiry>Enter PAN.
If client facing TT and Mobile Apps Login related queries ?
Plz contact to the Appsupport team.
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
If client is facing TT and Mobile Apps order execution related issues ?
Plz contact to the Appsupport team.
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 ...
Need Additional Surveillance Deposit report?
Raise the Query in CRM with proper details.
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
Whome to contact for Freeze and Unfreeze related queries ?
Raise the Query in CRM (or) Mark mail to Updation Team
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
If any Discrepancy in P/L and 360 Report like (Avg Rate, Corporate Action, Meger, Off market trade, etc.,) what needs to be done at our end?
Plz raise the Query in CRM
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.
Need details related to Margin Shortfall Penalty.
Plz raise the Query in CRM
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.
Please explain Margin Shortfall Penalty Levied in Percentage.
Please find the details as below for your reference. 1. (< Rs 1 lakh) And (< 10% of applicable margin) - 0.5% 2. (= Rs 1 lakh) Or (= 10% of applicable margin) - 1.0% 3. More than 3 consecutive days, then penalty of 5% 4. More than 5 days in a month, ...
How to change the group?
Kindly contact the OI Team. Kindly mark email to kamlesh.singal@iifl.com and ujwala.dalvi@iifl.com
Please let us know impact of Corporate actions in Derivatives market.
In case of Dividend for Future Trade, market rate will get reduce (As per Dividend rate) In case of Dividend for Option, Strike price will get reduce (As per Dividend rate) In case of Bonus for Future & Option Trade, Qty will get increased (As per ...
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