RM FAQ
What are the modification options available in TTweb ?
Below options are available in TT web Mobile Change Email Change Bank Update GST updation Latest Income Updation Nominee Addition Nominee Change Change Contract Note Type BNPL Activation Running Account Authorisation (Monthly/Quarterly) Segment ...
What are the modification options available in MobileApp ?
Below options are available in MobileApp Mobile Change Email Change Bank Update GST updation Latest Income Updation Nominee Addition Nominee Change Change Contract Note Type BNPL Activation Running Account Authorisation (Monthly/Quarterly) Segment ...
What are the modification options available in whatsapp ?
Below are the options availale in whatsapp Update Email ID Update Mobile Number Add Bank Account Add Nominee Details Update Address Details Segment Activations Dormant Reactivation
Who is the contact person for Marketing related requirements ?
> Login to AAA Web (https://aaa.indiainfoline.com/login)/App >Select More>Branding- Enter your requirement >The desired information will be shared within 7-8 working days on your registered email id.
Whom should I contact for any FAN registration issue?
>You can get in touch with your BDM for details
How can I check my ledger?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More >Select Wire Reports >Select Fan brokerage Ledger
Where can I check brokerage earned by the clients mapped to me?
> Login to AAA (https://aaa.indiainfoline.com/login) > Select Dashboard option. OR >Select More=>Partner Details =>Pay Details
What is the process for updation of ARN?
>Login to Zoho CRM and ticket can be raised using Subject Head FAN Team, Sub Subject-FAN Modification, Third Level Drill down-ARN Updation/Modification and attach the related Proof > The Department will update the status in the ticket accordingly.
What is the process of GST number Updation ?
>Login to Zoho CRM 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 I get my GST invoice?
> Login to AAA (https://aaa.indiainfoline.com/login >Go to More>Partner Report >Select the GST Invoice and the same can be downloaded
What proofs are required for address change?
Below documents are required- 1.Pan card of Partner 2.Education Certificate of Partner 3.Latest address proof of Partner 4. Address change undertaking with Partner signature
How to Open Non individual Account?
>Login to https://ttweb.indiainfoline.com>>Download forms & Format Broking (Equity & Commodity Segments) & Depository Account Opening Forms ( CDSL/NSDL ) >Download Non Individual form >Non Individual Account opening checklist is already given in AOF ...
How to open Individual Account Online?
>Login to https://fankyc.iifl.in/ and start the process. >Before starting the process make sure that client related documents like, Self Photo, Address Proof, Bank Proof, ID Proof and Signature on white background is available with you.
Where can I check in which segments clients are activated to trade?
> Login to Zoho CRM and search for Client Code in ZOHO CRM > Click on Client Name > Click on Customer Profile details >You can view the Segment Status
How to activate Karvy clients?
>Activate trading account of Individual Kirby clients from the website:- wecarekarvy.indiainfoline.com . Note: Do not process joint holder karvy account through wecarekarvy link but process through physical only.
What is the process for reactivation of closed account?
The process is same like new Individual Account Opening as below >Login to https://fankyc.iifl.in/ and start the process. >Before starting the process make sure that client related documents like, Self Photo, Address Proof, Bank Proof, ID Proof and ...
How to change client Brokerage?
>Login to AAA (https://aaa.indiainfoline.com/login) >Go to More > Select Wire Request > Select Brokerage Request /Product activation
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 Change TT Now Password
>You can change the password using the forgot password option.
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 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.
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 ...
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 ...
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 ...
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)
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
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 pause SIP?
You can login to mf.indiainfoline.com _Holding_ Ongoing SIP_Click on SIP Registration Book_Select Mandate action_Select sip_Pause SIP.
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 .
How to check KYC/KRA status?
Go to cvl.kra.com>Click on KYC inquiry>Enter PAN.
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
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 ...
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
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
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.
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.
How to change the group?
Kindly contact the OI Team. Kindly mark email to kamlesh.singal@iifl.com and ujwala.dalvi@iifl.com
Why was my redemption order rejected?
There are different reasons for rejection of the redemption order. Reasons are as follows: 1. If units are under Lockin Period then you can place redemption order post completion of Lockin period. 2. If the units are under Pledge, then first you will ...
If Mutual Fund order is rejected then when will client get a refund?
BSE standard TAT for refund for Transaction + 7 working days.
When will I receive an allotment for NFO order?
Once the NFO period of a new scheme is over, the mutual fund company allots the units in NFO Close date + 5 working days.
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