How can I place an NFO order for a client on the Partner Portal?
You can invest your clients in an active NFO directly from the NFO page.
Where to find it: Invest in MF > NFO > Active NFOs > Invest
Steps
- Open the NFO page and stay on Active NFOs.
- Find the plan and check the close date and minimum investment.
- Click Invest in the Action column.
- Follow the steps on screen to select your client and place the order.
Good to know
- NFO orders can only be placed until the close date shown.
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