How can I place a redemption, switch, STP or SWP for a client on the Partner Portal?
Redemption, switch, STP and SWP requests need the client’s two-factor authentication, so they are placed from the client’s own mutual fund account. You can open it from the client’s profile using MF Login.
Where to find it: Clients > View Details > MF Login
Key points
- Open the client’s profile from Clients and click MF Login to place the request.
- The client completes the two-factor authentication to confirm the request.
- Track redemptions, switches, STPs and SWPs under Track > Order History, using the Order Type filter.
- Use the SIP Calculator to plan an SWP or STP with your client.
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