IIFL Help | MF A/c Opening/ Modification | FAQs

MF A/c Opening/ Modification
What is the correct process to update bank account?
1. Add the new bank account via IIFL Market/Web 2. Update UCC → Create a new mandate → Transfer existing SIP(s). 3. Close the old bank account only after successful transfer.
What documents require for Modification for Mutual Fund?
It is mandatory to submit the Client’s PAN copy along with the Modification Form.