RM FAQ
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 if the SIP amount is not maintained in a savings account on the SIP date. What will be the bounce charges ?
IIFL does not charge for bounce SIP transactions. You need to check with your respective bank for the same.To avoid bank charges, client needs to maintain sufficient balance in his/her bank account before two working days, prior the sip due date.
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.
How to confirm if the SIP mandate from the savings account has been processed or not ?
Upon completion of the mandate update process, Login to mf.indiainfoline.com> Click on Bank & Autopay option to check mandate status.
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 Redeem Mutual Fund units having POA attached with the folio?
You can redeem the Mutual Fund units, through below mentioned processes. 1. For POA enabled accounts the Mutual Fund is purchased in online mode.Login via MF website - Dashboard - Holdings - Portfolio - Click on the drop down of the Mutual Fund ...
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 password to open MF Statement?
Clients can access the statement by using their PAN no. (upper case)as password to open the statement.
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 ...
I am unable to select future date in VTD
>Login to IIFL Mobile App or Trader Terminal >Click on Buy/Sell window > Select Order type as VTD-->Then select the date . VTD is valid till maximum 45 days
Average buying price showing incorrect in App
>The data need to be cleared from settings-->App Management--> IIFL Market App-->Storage--Clear data
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 ...
Market watch settings issue in Trader Terminal
>Go to tools--> Settings-->Market watch--> Add/ Remove the column from the Market Watch and click on save.
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 ...
Unable to Add Scrip in Trading Terminal
>Click on Market >Select Download Scrip Masters>Select All segments >Click on scrip masters. Once you get the message 'Download Successfull' , Click on Ok. >Select 'Download masters' Select 'All Segments', Click on 'Default group' and you can search ...
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.
Holding not showing in Mobile app & Wire
Check whether the DP/Trading A/c is freezed or not first. If the DP/Trading is activated today ;holdings will be reflected on the next day.
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 ...
Difference in current value of holdings in Manager Terminal
>Download script masters from market--> Download scrip masters >Select all segments & click on scrip master >Download scrip masters from market again =>Select All segments & click on default group in TT >For IIFL Mobile App , clear the data from ...
What is the TAT for processing the DP documents?
Please refer below TAT for processing the dp documents post receipt of physical documents to the CDSL DP department at Ackruti , andheri office. Demat Request Form - 7 Days Transmission Case - 7 Days Transfer Cum Closure Request - 7 Days Issuance of ...
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.
How to calculate stamp duty amount for off market sell transactions ?
kindly visit NSDL Website : https://nsdl.co.in/stampduty_calculator.php for stamp duty calculation .
Is it stamp duty applicable for Off Market Transaction through DIS ?
YES. Stamp duty is applicable for Off Mkt Sale transactions (Reason Code :1 ) done through DIS except Government Securities .
Which address original DIS needs to be dispatched ?
Original DIS to be dispatched to DP on below address. NSDL DP Department IIFL Securities Limited, 701,�Ackruti Centre Point, Central Road, Marol MIDC,�Andheri East, Mumbai - 400093�
How to get a Pledge booklet for the Purpose of Loan against shares ?
Clients need to send email @ cs@iifl.com for issuance of a new Pledge booklet . We will issue & Dispatch the Physical Pledge booklet to the client registered address only.
How to apply for Buy Back online ?
Request you to please follow the below process. Login to website ttweb.indiainfoline.com Click on Market Tab Client on Offer to Buy (OTB) option to place the order. (Please Note: The POA/DDPI has to be updated in demat and trading account with IIFL ...
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 and send the same on below address to DP for Buy Back. NSDL DP Department IIFL Securities Limited, 701,�Ackruti Centre Point, Central Road, Marol MIDC,�Andheri East, Mumbai - 400093�
How to check and download DP Bill Report?
RM / FAN can check and download DP Bill Report from TT EXE
How to download CML Report?
RM / FAN can download CML Report from TT EXE
How to check and download DP Transaction Report?
RM / FAN can download DP Transaction Report from TT EXE
How to check the status of Transfer Cum Closure Request?
RM / FAN can check the status of Transfer Cum Closure request on AAA - DP Scrip Payout option(Login -> More -> Wire Reports -> DP Scrip Payout)
How to close the demat and Trading a/c, if there is no holding demat Account?
1) If no holding in demat a/c then client can send mail to cs@iifl.com from his registered email id mentioning the details of demat a/c, 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 pending Demat Requests?
If the holding shows Pending Demat in the holding statement, it means demat request is pending with the company / RTA for further confirmation. RTA will take a maximum of 30 days to process the demat request from their end. Once RTA confirms the ...
How to check the status of a rejected Demat Request?
In case demat requests are rejected by the company /RTA, the same is displayed in DP Transaction Statement.
How to check the status of a demat request rejected by RTA?
Pls check the demat request rejection date in DP Transaction Statement. The DP Team will send the rejected documents to the clients after receiving the rejected documents from the Company / RTA. Normally RTA sends the rejected documents to DP within ...
How to Dematerialise 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 dematerialize mutual funds?
Client has to submit the Mutual Fund demat request form alongwith latest MF Account Statement duly self attested to DP .
How to get dp forms and format?
DP Forms & formats available on client TT Login (My Account < Form Formats option ) & also available on iifl website (https://www.indiainfoline.com/core/home-page/get-download-forms )
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