Client not reflecting under RM code(WebWire)

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• Wrong RM Name or RM Code?

  Checks: NA Resolution: Connect with CRM team for the same as RM Name and Code are assigned from CRM at time of lead creation.

• SIP/Lumpsum Unit not allotted or reflecting for client

  Checks: Verify the same by getting the error screenshot or using screen sharing feature Resolution: Connect with Mutual Fund Operations Team

• 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.

• 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.

• How to Activate TTNOW application? OR Error while login to TTNOW application?

  Checks: Client must be mapped to a dealer/RM/FAN Resolution: Dealer ID creation: Place a new request from IWIN>wire>dealer id creation with VP approval mail. Client Mapping: Place a request in the below path & contact risk team for any issue. TTNOW ...