RM FAQ
Average buying price showing incorrect in App
>The data need to be cleared from settings-->App Management--> IIFL Market App-->Storage--Clear data
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.
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 ...
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.
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 KRA
KYC Registration Agency (KRA) is an agency registered with SEBI under the Securities and Exchange Board of India [KYC (Know Your Client) Registration Agency] Regulations, 2011. The KRA will maintain KYC records of the investors centrally, on behalf ...
Is KRA mandatory for all accounts
Yes, KRA is mandatory for all categories of accounts. As per recent circular clients will be able to trade only KRA is validated.
How will I get information about KRA rejection and what is process for rectification
Activation team will send informatkon to all branches/FAN if KRA is rejected and there is dependency on clients part to provide documents. Branch/FAN needs to collect pending documents and submit to HO. Rectified documents received can be uploaded ...
Is it mandatory for all clients to link Pan with Aadhar
Pan Aadhaar linking is mandatory for all individual clients. NRI and Non Individual accounnts are not covered under this requirement.
Can we activate new account without Pan and Aadhar linking
We have made changes in all on-boarding journeys for individual and Pan which are not linked with Aadhar will not be able to open new account.
What is impact on trading if Pan and Aadhar is not linked
Effective 01st Jul,2023 exchanges will not permit trading for such clients.
What is impact on open position clients where pan aadhar linking is not done
All open position clients needs to square off position before June 30, 2023.
How to link Pan with Aadhar
Click on link and follow process to get pan number linked with Aadhaar: - https://eportal.incometax.gov.in/iec/foservices/...
What is normal TAT for Pan and Aadhar linking
Process is entirely dependent on Income Tax Dept and NSDL egovernance and normally it takes approx 5 days for successfully reflecing linked status.
What is IPV Due Diligence
In-Person Verification (IPV) is the process of verifying that the person opening the account and the original documents submitted as proof are of the same person. Hence this verification is very important from a regulatory perspective and to stop ...
Can we activate Non Individual Accounts based on scan copies of KYC and Documents
Non-individual accounts (Corporates, HUF, Trust, Partnership etc) involves lot of documentation and hence to prioritize account opening and also to reduce rejections on later stages, non individual accounts can be opened based on scan images of KYC ...
Checklist for Non Individual Accounts
Please click to download ___________ (Annexure 1)
When can new client start trading
As per recent regulatory guidelines, client is able to trade only when UCC is approved by Exchanges and KRA is validated. Already KRA verified clients will be able to trade from T+1 day if UCC is done before 5 pm on T Day and on T+2 day onwards if ...
What is family mapping for 360 reports and what benefits and conditions of Family mapping for 360 reports.
We have online facility for clients to map their family members and view consolidated portfolio 360 report. Benefits of mapping clients under single family for portfolio 360 reports are : 1. Client can view family portfolio under single tab. 2. If ...
What is process for Family Mapping for 360 Reports
Clients can follow simple steps for Family Mappings. Step 1 : Go to My Account >> Profile >> Family Mapping Step 2 : Select login id for the client which requires to be mapped to head of the family. Step 3 : After the id is selected, SMS and email ...
What is DDPI
DDPI is demat debit and pledge instructions introduced by SEBI which has replaced POA for demat debit. Below are the important points related to DDPI: � DDPI is limited to settlement and margin pledge transactions. � DDPI can be done online using ...
Can we activate POA for demat debit
You can not activate POA now for settlement and margin pledge transactions. Existing clients which already had POA mapped will continue to be valid.
DDPI for Mutual Fund
DDPI now covers Mutual Fund Redemption , buy back etc DDPI now covers all transactions including (Sell, Pledge, MF redemption and Buy Back), there is no requirement to submit Physical Additional POA.
How to Activate DDPI
New clients has option to opt for DDPI in on-boarding journey. Existing clients can opt for DDPI through Ttweb or MobileApp DDPI through online journey and Mobile App is available for Individual single holder accounts only. Physical DDPI will be ...
Which Clients are treated as Dormant
Client who has not done any trade or transactions in last 365 days are treated as Dormant Clients and such clients are not able to trade unless same is removed from dormancy.
How to remove clients from Dormancy
Dormant clients gets pop up messages in Ttweb or MobileApp to confirm his latest KYC details. Once client confirms latest details and click on submit button his request is accepted. Such request is then sent to exchange and depository for marking ...
When can dormant clients starts trading post raising reactivation requests?
Dormant clients can trade effectively from T + 3 days. T Day: Dormant reactivation request received. T + 1 Day: UCC in exchange is activated, and the exchange sends data to the depository for linking. T + 2 Day: End of T+1 or by T+2 confirmation from ...
What are the online modes available
Clients demographic and most of other important details can be modified online through below modes: Ttweb MobileApp Whatsapp etc
What are the modification options available in Ttweb
Below options are available in Ttweb 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
How to create mandate and view mandate status?
To create a new mandate 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 login option is available to place the order using the EDIS TPIN facility for non poa clients from Mutual fund website
In which bank I will 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. In case fund reversed back to BSE then they shall transfer ...
Which payment modes are available for Mutual Fund Investments for SIP?
There are 4 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/her registered Email ID and Mobile number & client can proceed with the payment using UPI or ...
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 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 backoffice>client reports>Account statement/Account statement (Foliowise)
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 wil 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
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