Uploading photo of the signed form can be done by either client or advisor (anyone):

  1. Upload by client
    The client can go to the app menu → “Auto Debit Mandates” → “Upload File” button → select photo of signed form → Submit

  2. Upload by advisor
    Select a client from the chat list → “Mandates” tab → “Upload Signed Form” button → select photo of signed form → Submit



Our operations team will then forward it to BSE/Bank. To track the status of the mandate, check the section “How to Track Mandate Status