AAA App Query
General Query
Tech Related Query
I am not able to open the AAA app.
 The App may not open due to the following probable reasons:

1. Ensure your data connection is on
2. Ensure that you have updated the latest version of the app by going to the App Store (Play Store in case of Franchisee and ME MDM in case you are a Marketing Associate) and searching for AAA
3. Your data connection is slow which takes too long for the app to open

After rectifying the above steps, if the app still doesn't open, you can contact the Tab Support team at IIFL on (022 4151 4151) 
How do I find out my User ID and Password / I have forgotten my Password, please assist?
I. To retrieve your User ID:

 A. For RMs:
 The User ID is your Employee code / TT Manager Login ID. 

 B. For FAN:
 The User ID is your TT Manager Login ID. Please contact your RM if you do not remember it or call on 022 4151 4151.

 C. For Marketing Associate: 
 The User ID is your CRM Login ID. Please contact your RM / BDM if you do not remember it or call on 022 4151 4151.

II. To retrieve your Password:
- Click on the 'Forget Password' link on the opening screen of the AAA app 
- Enter your 'User ID'
- You will get a temporary password on your registered mobile no. with the User ID
- After log in, you will be redirected to set a new password.
How can i update the latest version of my App?

I. Sub-brokers:
 Open the 'ME MDM' app in your tab > App Catalog > Update AAA

II. RM / Franchisees
Open the Google Play Store > Search AAA App > Update

My app crashes frequently before opening. What do i do?

Please ensure you have the latest version of the app. For this, please update your app:-
I. Sub-brokers: 
 Open the 'ME MDM' app in your tab > App Catalog > Update AAA

II. RM / Franchisees
Open the Google Play Store > Search AAA App > Update

Can this app be downloaded on any other device apart from this Lenovo tab?

No. The "AAA" App is available only on a private play store and cannot be opened on any other device.

What do u mean by a Sub-broker? Who all can be a Sub-broker with IIFL?

A Sub-broker is a person willing to associate with IIFL to cater to the varied needs of broad based relationship of clients and avail sharing the revenue pie across the spectrum of financial services products, with zero capital investment.
Elgibility: An Individual with a sound financial services/industry background working with a set of clients and looking to scale up business with multi-product offering

I am a New Sub-broker and do not have an account with IIFL

Open the AAA App. Click on "New User" button below the "Login" button. The IIFL Sub-broker registration opens. Follow 6 simple steps and get yourself onboarded in a completely paperless, hassle free process.
In case you are stuck somewhere, please contact on (022 4151 4151) 

I am unable to find the AAA App in my Tab

I. Sub-brokers:
 Open the 'ME MDM' app in your tab > App Catalog > AAA > Install / Open

II. RM / Franchisees
Open the Google Play Store > Search AAA App > Install / Open

What are the benefits of AAA App

AAA allows you to have a mobile office anytime, anywhere.
- 1st tab based platform offering a one-stop solution for an enterpreneur interested in capital markets.
- On-board clients / Sub-broker by showcasing the various reporting, research and trading features
- Access best-in-class Learning Videos and sharpen your technical / fundamanetals and soft skills
- Leverage the Markets dashboard and watchlist to stay informed about the markets and adequately service your clients
- Access your own performance like IR, AUM, and use it to track missed SIPs, Inactive client list etc.

Have a look at the AAA World by clicking on this Video Link: (Link to be provided)

Where is the SIM Slot?

It is on the left hand side of the tab where "Lenovo" is written over it.

How can a RM/FAN/Sub-broker open a client account with IIFL via AAA app?
Below are the modes through which you can open a client account:

I. Online via AAA App
Click on "Add User" section in AAA App > Add Client > Login with your CRM ID and password > Add New Client > Follow 7 simple steps and on-board your client in a completely paperless and hassle free manner.


II. Offline
One can visit the client in person and fill the phsyical account opening form and collect the KYC documents of such client and send it to our branch
How to find out my User ID and Password / I have forgotten my Password, please assist?

I. To retrieve your User ID:
 A. For RMs:
 The User ID is your Employee code / TT Manager Login ID. 
B. For FAN:
 The User ID is your TT Manager Login ID. Please contact your RM if you do not remember it or call on 022 4151 4151.
C. For Sub-Brokers: 
 The User ID is your CRM Login ID. Please contact your RM / BDM if you do not remember it or call on 022 4151 4151.

II. To retrieve your Password:
- Click on the 'Forget Password' link on the opening screen of the AAA app 
- Enter your 'User ID'
- You will get a temporary password on your registered mobile no. with the User ID
- After log in, you would be redirected to set a new password.
I've entered my password incorrectly for more than 3 times and my account is blocked now.

Your account gets blocked for 15 mins if you enter an incorrect password for 3 times or more. You need to wait for 15 mins to reset your password. In case you are unable to do that, you can contact the tab support team at 022 4151 4151

How many watchlists can i create?

The App comes with the feature of 5 watchlists of which 2 are predefined viz. Nifty 50 and Recent Viewed. The other 3 can be customised as per the users convenience. One can add a maximum of 50 stocks in each of the 3 customisable watchlists
While uploading image (on Add to Client / Add Sub-broker), the size of the photo is exceeding 2MB. What to do?

Open Camera > Click on Settings > Select Picture Size > Select 2M pixels (4:3)

How many watchlists can i create?

The App comes with the feature of 5 watchlists of which 2 are predefined viz. Nifty 50 and Recent Viewed. The other 3 can be customised as per the users convenience. One can add a maximum of 50 stocks in each of the 3 customisable watchlists
My rates are not getting refreshed. What should i do?

- Check if your Net Connection is on. 
- Close and then re-open the app 
- Call 022 4151 4151 if it is still unresolved.
All values are showing zero in market depth window for a particular scrip. Why is that so?

This can be because of the following two reasons:

1. You might be viewing the scrip outside the trading hours or 

2. The scrip might be an illiquid scrip.

If the same problem still exists, restart the application and check again
I am unable to place equity orders. What should i do?

- You should be having trading rights
- As per NSE CTCL guidelines, you should be at your registered branch location for placing orders
- A sub-broker can place only non-equity orders say for Mutual Funds
Can i set price alert for a particular scrip?

Yes. 
Click on the "Search" button (magnifying glass) on any screen and enter the scrip name. On the scrip's Company Page click on "Set Alert" button on top right corner. Fill in the details and click on "Add Price Alert"
In order to delete a Price Alert - Go to "More" section > Price Alert > Delete Price Alert. 
In order to modify a Price Alert - Go to "More" section > Price Alert > Select an existing Price Alert which you want to modify and make the necessary change and click on "Save".
What is meant by 'IIFL view'?

IIFL view for any scrip indicates IIFL's research on that company along with the company's recommended (reco) price and target price. It also gives detailed understanding on the company's business and its projections. IIFL's dedicated analysts offers robust research on 500+ stocks, the most by any stock broker.

Is 'IIFL view' option there for All scrips on the exchange?

No. IIFL's dedicated analysts offers robust research on 500+ stocks, the most by any stock broker.
Can I find the PE, PB and other valuation multiples for the companies under IIFL research?

Yes. This multiples can be found under the "Valutaion Matrix" option of the "Research" tab. One can find the following price valuation multiples on a one year forward basis:
Price Earnings(PE), Price to Book Value (PB), Enterprise value(EV)/ Earnings Before Interest Tax Depreciationa and Amortisation (EBITDA)
Does the 'Ideas' section under the 'Research' Tab shows the ideas on a live basis?

No. The 'Idea' section showcases the short term technical trading ideas in stocks under IIFL research which are updated as and when there is an trading opportunity seen in a particular scrip

Can one Invest in products like PMS, Structured products, etc. also apart from MF's through the app?

No. One can only view the different products offered on IIFL platform like PMS, Insurance, Structured product, IPO ,etc. However, for trading, one can contact their RM or the respective product team at IIFL

Can i invest in products like Alternate Investment Funds (AIF), Private Equity, etc.?

No. Till now, this products are not available directly on the tab. However, one can contact their respective RM or the relevant products team at IIFL for further information on this products

Are the Mutual Funds (MFs) shown in the Invest' screen, IIFL's recommeded MF schemes?

Yes. The MF's shown on your tab are IIFL's recommended MF

I am unable to view the open IPOs. Where can I find this?

All open IPO's appear under Invest > Other Products > IPO.

Can i view a live dashboard of my total revenue earned across periods in different product categories?

Yes. It can be viewed in 'Monitor > My Dashboard'. The revenue earned can be viewed on an overall period or client wise, across periods as required. Similarly, the revenue earned can be seen for different asset classes as well as for cross selling different products. Further, the revenues generated can be seen client wise too

Monitor section is showing only "Loading Data"

This may take some time the first couple of times. However, one can do the following:

Go to settings > Clear data > clear cache

If the above does not work;

Go to play store > device policy > update

Now your monitor screen will start working
What does the 'loss/gain' indicated under the 'Equity + Commodity > holding' section of 'Report' means?

The loss/gain section indicates the days profit/ loss vis-a-vis the previous day on a scriptwise and total basis

Why does the 'holding' section doesn't consists of securities bought today?

Any transaction done on a particular day will be shown under "Net position' tab and not under the 'Holdings' tab that day. On the next day it will reflect under the Holdings section one a Trading+1 (T+1) day basis. This'll apply to all types of securities traded viz. equity, futures, options, etc.

What does LIVE PL tab indicate?

Live PL 
- Indicates the LIVE Profit and loss position from the Open Positions of Scrip. 
- Today's PL indicates the PL from previous day's close for Open Positions (Buy Rate if the stocks have been purchased today)
- Till Date PL indicates the PL from Buy Rate for Open Positions
What does the Available Equity margin indicates for a client?

Available Equity margin indicates the total available margin allowed against the clients equity holdings of a client which can be utilised by him/her to trade in Equity without having actual cash balance. Further, if a client has some cash balance, the same would be included in the available equity margin

Can i view my statements of realised, unrealised profit/loss, ledger balance, Capital gain, etc. for current as well as previous years?

Yes, the same can be viewed as well downloaded from the 'Report' tab having an option in the top right hand corner to 'share reports'. The same reports can also be emailed to your clients email id through the tab itself
I am not able to view some of my clients mapped under me. What should i do?

You will ideally find all your clients mapped to you in the tab. However, in case you are not able to find them, please contact the Tab support team at 022 41514151 

Can I transfer funds to clients accounts on his behalf?

No. As the demat accounts are directly linked to a clients bank accounts, only the client has the right to tranfer the funds to his account. However, RM's can transfer the funds on clients behalf from Equity/Commodity segment to clients Bank account or from Equity segment to Mutual Fund segment or vice versa
What are the important requirements that need to be fulfilled for payout of funds?

- Payout should be due as per exchange settlement norms
- There should be clear credit in clients account
- Minimum balance of Rs.1000/- should be maintained
- Fund transfer should be of more than Rs. 999/-
- It takes a minimum of 24 hours for the amount to get transferred.
Client has sold the shares on May 25, 2015 in cash segment. Can he place the payout request on the same day?

- No, Client/you cannot place the payout request on the same day
- The settlement cycle is of T+2 working days;
- So we request you to place the request after T+2 working days or else your request will be rejected.
I have sold the shares on May 25, 2015 in F&O segment. Can I place the payout request on the same day?

- No, Client/you cannot place the payout request on the same day
- The settlement cycle is of T+1 working days;
- So we request you to place the request after T+1 working days or else your request will be rejected.
Can i change any information of my existing client like their mobile no., email id, address, etc.?

No. Any information pertaining to an existing client can be changed either from the back office team at IIFL or via online/ physical mode in the below manner:

1) Login to ttweb.indiainfoline.com 
Click on "My Account" 
Click on "Profile" » Enter the details » Edit

2) Client can send the mail to CS team from registered Email id requesting for contact details change

3) The same can be updated on the basis of Physical copy received at Thane office in the name of Modification Dept.

4) You can also update on scan basis through CRM

5) SMS :- You can update Email id in trading account by sending the SMS from registered mobile no.​ as below:-​
Type MODEMAIL<space><email id>.  b)  Send SMS on 575758 no.​
How to update ADHAAR Number via AAA for clients?

Aadhar No. cannot be updated via AAA for clients.

However, as per circular updated in FAN IWIN dated 1st Dec 2017, Adhaar No. can be updated online by Login to client TT Or Mail to CS from registered email id. 
Client can also submit the hard copy of Request letter (Signed by all holders) along with self attested aadhar card copy (with RM stamp and sign) at Thane office in the name of Modification Department (attach the scan copies in CRM for updation on scan basis). 

Please note updation can be done on the basis of Hard copy only.

In case of any queries, contact;
Franchisee Service Desk
Number :- 91 22 62294600
Can I mail / View / Download statements / reports to my clients?

Go to "Reports" section > Select Client > Click on "Share Reports" icon on top right corner.

A new window opens in which you can share the following reports with your client.
- Realised PnL
- UnRealised PnL
- Ledger
- MF Capital Gain statement
- MF Account statement
- Digital Contract NotesSTT
- Daily Bills(f&o)
- Trade listing
- DP Transaction
- client MIS report
Further, these reports can be found for the different product segments like Cash, Commodity, Currency & F&O and for any period of time.
What is the Learn Section

- Specially Designed courses for you on Technical Analysis, Fundmental Analysis, Wealth Creation, Financial Planning
- IIFL Academy which offers comprehensive knowledge on all finacial products 
- Offers specially designed training content for Technical analysis / fundamanetal analysis / wealth creation / commodity / currency / finanial planning
- Soft skill training techniques to increase your approach, confidence with clients
When I click on "Learn", its asking me for a password. Pls help

The default password for accessing learn section is "FANUsers1".

My app is continuously crashing. Please help

Please ensure you have the latest version of the app. For this, please update your app:-
I. Sub-brokers: 
 Open the 'ME MDM' app in your tab > App Catalog > Update AAA

II. RM / Franchisees
Open the Google Play Store > Search AAA App > Update
How can i update the latest version of my App?

I. Sub-brokers: 

Open the 'ME MDM' app in your tab > App Catalog > Update AAA


 II. RM / Franchisees:

 Open the Google Play Store > Search AAA App > Update

How to access CRM in the Tab

- Go to the browser > Type crm.iifl.in
- Click on the Menu Option (3 dots in the top right corner of the screen).
- Select "Desktop Site" from the dropdown menu.
- CRM Desktop Version will open up
- Login using your CRM ID and password
What is the Upload CAS functionality?

CAS stands for Client Account Statement (CAS). The 'Upload CAS' functionality helps you to upload your clients NSDL/CDSL/CAMS CAS statement. With this, you get visibility on clients portfolio with other brokers and help you to serve them better. This also allows you to analyse Clients portoflio in a better way under the the IIFL platform