Client’s available funds in the Trading Account are low to place the order, what should be done?
In the absence of
sufficient funds in trading account, the client needs to add funds and the
order should be placed again
How does a rebalance get done?
When an Equity Basket held by a client has undergone a rebalance, an order for Rebalance will get created by Fintso automatically and the client will be notified by email and through an app notification. Once the client proceeds with the execution: ...
How to initiate an order in Equity Baskets?
Order in Equity Baskets can be initiated for clients following below steps: Go to Equity Basket details screen Click on PLACE ORDER Select Client Select Order Type (Buy/Sell/Start SIP) SUBMIT Upon successful initiation, Client will get the link on ...
My client’s holdings show stocks that they don't hold any longer, what should I do?
Client should not sell the stocks in Equity Baskets directly on the broker platform or any platform outside Fintso as: · Fintso platform doesn’t receive any transactions done outside Fintso platform · Holdings would continue to show ...
How can I initiate Cancel / Edit SIP for my client?
· Go to Equity Basket Dashboard · Click on SIP BOOK where you will see all SIPs done in Equity Baskets · Select 'Edit SIP' from the actions available · Confirm Upon successful initiation, the client will get the link ...
What should be done when Orders are Unfilled?
In such a scenario, Fintso will automatically create an order for the client to fix the gaps. Client will be notified by an email and app notification to complete the execution. The order type for such orders will be 'Fix'. Once the client proceeds ...