Partner FAQ
How many Mutual Fund SIP Requests can I place in a day? Is there a restriction on the number of Mutual Fund Schemes in which Mutual Fund SIP can be placed by a client?
You can place multiple Mutual Fund SIP Requests in a day for different Mutual Fund Schemes or for the same Mutual Fund according to your mandate limit. Note: Mandate limit is set date wise.
When would IIFL place my Mutual Fund SIP orders?
Based on sip registration the subsequent order will get triggered however the settlement will happen on the basis of funds receipt & Exchange/AMC level.
Is there a possibility that my entire Mutual Fund SIP order may not be executed at the exchange?
Yes, processing of SIP order is subject to successful settlement of funds for the SIP amount. As IIFL Securities receives payment confirmation, all the SIPs will be executed. Hence we request our clients to maintain sufficient balance at least two ...
At what price will Mutual Fund SIP orders be placed and where it can see details for the same?
Units will be allotted at closing NAV of the scheme on the SIP date or the applicable business date & payment received date(As per the exchange TAT). If the SIP date is a non-business day. You can view the details of all successfully placed SIP ...
How do I differentiate between Mutual Fund SIP orders and lump sum orders in the order book?
Mutual Fund SIP orders and lump sum order book details are visible from 2 different reports through Mobile app(Client Login) 1.Click-Menu > MF Order History > Select Lumpsum/SIP 2.Through MF online portal > Holdings > Portfolio > Ongoing SIP > SIP ...
If client have forgotten to allocate enough funds in his bank account for Mutual Fund SIP order. Is client order is liable to be rejected?
Yes, the order will get rejected if client do not have sufficient funds in his account. Hence it is important for you to maintain the required balance in your bank account or IIFL Securities Ledger.
How can I withdraw money from mutual fund schemes?
Investors can visit the MF portfolio section on the app or website, and initiate redemption/switch from the selected scheme(s). Through Online Portal: Login MF website>click on Mutual funds>MF dashboard>Portfolio>Select Portfolio option>Select ...
Can I get the MF redemption proceeds immediately?
Whenever redemption is initiated in a mutual fund scheme, the realization of funds to the investor is not immediate - in case of liquid funds the investor gets the funds the next business day in case of other schemes the timelines could be even ...
I want to consolidate my mutual fund holdings across platforms. How can I do that?
We have enabled a unique feature Transfer Holdings on our platforms. Investors can transfer their holdings outside IIFL Securities to IIFL Securities with changes as applicable with a single click.
What if the SIP is not debited from a savings account for a particular month, will the same be continued for next month ?
Yes the SIP for the next month will continue to be debited.
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.
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.
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 ...
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 process for Client Group Change ?
Kindly guide client to mail to "cs@iifl.com" from his/her registered email id mentioning his/her requirement including New Sub broker code/RM code OR Sub Partner/Relationship Manager can also raise a request in AAA help attaching the scan images of ...
How to get status of Client group change request raised by client mapped under my group Code?
Client and New Sub broker (for which mapping request raised by client) both will receive the status for raised query for group change on registered email id.
How to stop group change process in case client retained?
In case your client is retained with existing Sub broker, partner need to share client consent in AAA help under below tagging OR inform your client to mail cs team from registered mail id to stop the Group Change within Turn Around Time of 4 working ...
Can we process group change for Dormant client?
Yes, Group change can be processed even if your client is dormant .
Can we process group change for freezed client?
You need to First follow unfreeze process post which client group change request can be initiated.
Client has cleared his debit, when will negative networth amount be released?
If client has cleared his debit, negative networth amount will be released in next payout cycle.
Why for Iserve clients, only 50% brokerage is received to Partners?
Since Servicing facility not available for Iserve clients, brokerage sharing received for these clients is 50%.
How to get GST refund related to my AP?
>Login to AAA , use AAA help and select Subject Head FAN Team, Sub Subject-FAN_Payout, Third Level Drill down-GST Refund and attach the duly signed GST invoices. > The Department will update the status in the ticket accordingly. The Normal Turn ...
How to check for whichg segment FAN is registered?
>Login to AAA (https://aaa.indiainfoline.com/login) > Click on Profile icon on top right corner of Dashboard page >Select My Profile
Where can FAN check Profile details like Bank/Email id/Mobile number detail?
>Login to AAA (https://aaa.indiainfoline.com/login) > Click on Profile icon on top right corner of Dashboard page >Select My Profile
How to update contact detail of FAN?
>Login to AAA and use AAA help and ticket can be raised using below tagging: >Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down- FAN Email id & contact updation and attach the related Proof. The Department will update the ...
How to update FAN multiple mobile number?
Login to AAA, use AAA help and ticket can be raised using Subject head: FAN team Sub Subject-FAN Modification and Third level-FAN Email id and Contact Updation
What proofs are required for address change of FAN ?
Login to AAA and use AAA help and ticket can be raised using below tagging: Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down- FAN Address Updation and attach the related Proof. The Department will update the status in the ...
How to Change FAN Trade Name (Only Individual )?
Login to AAA and use AAA help CRM and ticket can be raised using below tagging: Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down- FAN Address Updation and attach the related Proof and mention in subject line as Trade Name ...
How to Change my Trade Name (Individual to proprietor )�?
Login to AAA and use AAA help and ticket can be raised using below tagging: Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down- FAN Address Updation and attach the related Proof and mention in subject line as Trade Name ...
How to change FAN Bank Details ?
Login to AAA and use AAA help 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 can FAN to apply for idea sim card?
Login to AAA and use AAA help and ticket can be raised using Subject Head FAN Team, Sub Subject-Idea Sim related query, Third Level Drill down-New connection and attach the duly filled excel sheet in below format. Select the plan from the attached ...
How can FAN report for Network issue facing with idea sim?
Login to AAA and use AAA help, ticket can be raised using Subject Head FAN Team, Sub Subject-Idea Sim related query, Third Level Drill down-Network Issue and attach the duly filled excel sheet in below format. The Department will update the status in ...
How can FAN change idea sim plan ?
Login to AAA and use AAA help, and ticket can be raised using Subject Head FAN Team, Sub Subject-Idea Sim related query, Third Level Drill down-New connection. Please find attached format which needs to be filled with new plan details . The ...
How can FAN place brokerage change request of his client?
You can change client brokerage plans through AAA login (aaa.indiainfoline.com) >>More options >> Request >>click on Brokerage Request and change the Brokerage as per this slab and your Relationship Manager will get this approved. Please note if ...
How can FAN activate/deactivate product plan?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More>Requests Type>Product Activation>Select Plan to be deactivated>Enter client code>Select Action -Deactivate and submit the request.
How can FAN place JV reversal request?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More>Requests Type>Product Activation>Select JV Request>Select JV Reason and JV Remark, fill all mandatory field accordingly and submit the request, Status will be updated once your BDM get ...
How can FAN map clients in Trader Terminal?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More>Requests>Select Client Mapping in request type >Select TT>Mapping Type-Single client Investor>Offline Dealer ID-Enter your trader terminal id Select client code and submit the request.
How to FAN ensure credit for client's cheque deposited ?
You need to do the CMS entry and Submit the request to get the credit in client's ledger.
How can FAN do CMS Entry?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More>Requests>Select Request Type CMS Entry>Select all the details from dropdown >Upload clear images of deposit slip and cheque copy. Submit the request to get the credit in client ledger.
How can FAN check scripwise detail for clients mapped?
Login to AAA (https://aaa.indiainfoline.com/login) Go to Reports>Scrip Summary Report>Search the scrip name>You can view all client codes having selected scrip in their holding.
Next page