How can IFA sign-up an Investor?

Step 1: Investor account is auto created once inception data is uploaded.

• Login in with your user id and password

• Go to “Contacts” and click on “Client Accounts”.

• Go to Filter, list of all investors can be seen, select the name of investor.

• Click on Action and then click on users and place request for reset password.

• Email will be sent to investor on his/her registered email id with user name to reset the password.

Step 2: Manual investor onboarding by IFA:

• Login in with your user id and password

• Go to “Contacts” and click on “Client Accounts”.

• Click on “Add” and fill investors name, PAN number and phone number to create account.

• To do Transaction, investor's KYC needs to be completed. If KYC is not done IFA can initiate digital KYC along with PAN copy, address proof, Signature and Cancelled cheque copy of investor for MFU/BSE/NSE account creation.