Client is not able to do STP (Systematic Transfer Plan)
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Client not able to trade
Checks: check reason whether getting message as client is not registered. Resolution: UFFC File Upload should be done again for particular segment for which order is getting rejected.
Not able to Sell Holding
Checks: Check whether Client is Having POA Account Or NON POA Account. Resolution: IF Client is Having NON POA Account Client Must use Transfer Option for Transfering NON POA Account TO IIFL Holding. IF Client is Having POA Account Then Check DP ID ...
Client is not able to pledge holdings?
Checks: “Haircut” should be less then 100% to pledge the balance amount Resolution: Please follow the below steps to check the “Haircut” Login to TTWeb and click on “Holding” -> “Pledge Securities” as shown below Click on “Approved list of ...
Lead Transfer issue
Checks: Check in lead tracker whether the ID is Activated or not. If NO, then refer “Resolution 1” If YES, then refer “Resolution 2” Resolution 1: Please connect to OI team as Lead transfer is done by them Resolution 2: Please raise a Group Change ...
Client is getting message as trial id and demo id
Checks: To Check whether client is employee of IIFL Resolution: If Client is Employee of IIFL then client should give declaration to IIFL for trading.