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.
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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.
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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
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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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