{"id":29355,"date":"2026-10-28T10:54:35","date_gmt":"2026-10-28T10:54:35","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29355"},"modified":"2026-10-28T11:15:51","modified_gmt":"2026-10-28T11:15:51","slug":"how-can-i-choose-between-demat-and-physical-transaction-mode-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-choose-between-demat-and-physical-transaction-mode-on-the-partner-portal\/","title":{"rendered":"How can I choose between Demat and Physical transaction mode on the Partner Portal?"},"content":{"rendered":"\n<p>The transaction mode decides where your client&#8217;s units are held. When a client opens a 3-in-1 account, the mode is set to Demat automatically. The client can change it from their own account.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Client&#8217;s account &gt; Manage Account &gt; Transaction Mode<\/p>\n\n\n\n<p><strong>Key points<\/strong><\/p>\n\n\n\n<ul><li>Demat: units are held in the client&#8217;s demat account.<\/li><li>Physical: units are held in a folio with the fund house (Statement of Account mode).<\/li><li>The modes a scheme supports appear as Demat and Physical tags on the scheme and in the NFO list. Some plans support only one mode.<\/li><li>To change the mode, the client opens Manage Account in their own login, selects Demat or Physical under Transaction Mode and clicks Submit.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-32.png\" alt=\"\" class=\"wp-image-29357\" width=\"370\" height=\"265\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-32.png 322w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-32-300x215.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-32-50x36.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-32-320x230.png 320w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/><\/figure><\/div>\n\n\n\n<p><\/p>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3025],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29355"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29355"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29355\/revisions"}],"predecessor-version":[{"id":29359,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29355\/revisions\/29359"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29355"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29355"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}