Partner Helpdesk

Signup 5

• What is signup?
• How can you signup a client?
• How can the client do a self-signup?
• How to signup a family member of the client?
• How to bulk signup clients under your ARN?

Activation 6

• What is Activation?
• What details are required during activation?
• How to activate a client?
• List of supported banks
• How to activate a Minor account?

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KYC 6

• What is KYC? and How to check status?
• How to complete KYC online?
• How to complete KYC offline?
• How to update KYC?
• How to complete KYC for NRIs/Non-individuals?

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Non individual on boarding 6

• How to On-board HUF Clients online?
• How to On-board Private Limited Clients online?
• How to On-board Limited Liability Partnership(LLP) Clients online?
• How to On-board Partnership firm Clients online?
• Trust Account Onboarding

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