How can the client do a Self-Signup?
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Modified on: Tue, 24 Dec, 2024 at 5:25 PM
Self-Signup by client
Step 1: Sharing the Link
Share your distribution link with your client. You can share this link with anyone via SMS, Email, WhatsApp, Telegram, Facebook, and Instagram.
By clicking on this link, they will be directed to the Google Play Store or iOS App Store to download the AssetPlus Client app. Similarly, If they open this link on a desktop/laptop, they will be taken to the Website.
Step 2: The client registers on the app/website
The client will now enter their name and phone number, along with setting a password for their AssetPlus account. After they click on Signup, they will receive an OTP on the phone number. They will submit the OTP and their account will be created.
Signup Completed
Process completed. The client account is signed up. They can log in anytime from anywhere using their phone number and password.
Once a user completes signup, they will automatically start reflecting on the dashboard as EMPTY
Please Note :-
At this point, the client has only provided their name and phone number. To be able to invest, he/she needs to provide additional information like PAN Details, Bank Account Details, Address, etc. These details are provided during a one-time Activation process.
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