TSBA FAQ
How to switch back to trading account?
To switch back to the Trading Account, go to Profile → Fund Source (TSBM) and select the option to switch from UPI Mandate (TSBM) to Trading Account.
How long will it take to switch back to Trading Account?
Fund Source Switch usually takes 2 to 3 days. The client will get email and SMS updates when the switch request gets approved or rejected.
My revoke mandate request failed, what could be the reason?
The reason for revoke mandate failure can be found by visiting Profile → My Details → Fund Source(TSBM)→View on the particular mandate.
How long will it take for the amount in my bank account to get unblocked after I revoke a mandate?
Mandates usually get revoked within 10 minutes.
Can I revoke all the mandates?
Yes, if the available balance after the mandate is revoked does not go below the outstanding debit balance.
How would I know how much margin I have to trade?
The client will be able to see the margin on multiple pages: Profile → My Details → Fund Source(TSBM) Funds page on Mobile Apps
Where do I see all my mandates?
To view all your mandates, go to Profile → My Details → Fund Source (TSBM) → Add Mandate.
How long can it take to get a mandate successfully registered?
Mandates usually get registered within 10 minutes. Client can check the mandate status and other details by visiting Profile → My Details → Fund Source(TSBM).
How do I add a mandate?
To add a new mandate, go to Profile → Fund Source (TSBM) → Add Mandate.
How would I know the status of the Fund Source switch request?
To check the status of your Fund Source switch request, go to Profile → Fund Source (TSBM).
Will I be able to trade while my Fund Source switch is in progress?
Yes.
Will I be able to place Intraday, Bracket Order and Cover Order while I am switching from UPI Mandate(TSBM) to Trading Account?
No.
Will I be able to place Intraday, Bracket Order and Cover Order while I am switching from Trading Account to UPI Mandate(TSBM)?
Yes.
Can I use BNPL and Margin Pledge while my Fund Source switch request is in progress?
No.
Can I use BNPL, Intraday, Bracket Order, Cover Order and Margin Pledge when UPI Mandate(TSBM) is active?
No.
How long would it take to switch the Fund Source back to Trading Account from UPI Mandate?
Fund Source Switch usually takes 2 to 3 days. The client will get email and SMS updates when the switch request gets approved or rejected.
Can I switch the Fund Source back to Trading Account from UPI Mandate?
Yes
How long will it take to switch my Fund Source to UPI Mandate?
Fund Source Switch usually takes 2 to 3 days. The client will get email and SMS updates when the switch request gets approved or rejected.
How can I switch my Fund Source from Trading Account to UPI Mandate(TSBM)?
You can switch your Fund Source from Trading Account to UPI Mandate (TSBM) using the Web, Mobile App, or OmneNEST Desktop (EXE). Go to Profile → Fund Source (TSBM) and submit the switch request.
Can I use both Trading ledger and UPI Mandate and get a combined margin?
No.
Which categories of clients are allowed to register for TSBM?
A client will only be eligible for switching to TSBM if the client meets all the below requirements: Resident individuals and Hindu Undivided Families (HUFs) who settle their trades with IIFL Capital. If such a client has appointed a Custodian ...