Know about your Primary NSE NMF membership code :
Once you get registered with NSE NMF as a MFD for online transaction, you will be allotted a primary Member code . This is your primary code for login to the NSE NMF Admin panel, creation of IIN etc. You have to keep the password of this member code safely with you for your internal usage, like- SIP cancellations or any other things.
You must get the API password for the same. As and when you share the API code and password with us, your Finnsys Software will become active with NSE IIN integration :
Your NSE NMF codes gets automatically imported into Finnsys Software through the API :
After integrating your FinnSys software with NSE NMF API, you will find the IIN/Client codes automatically appearing in your Finnsys Admin panel.
Every code / IIN appearing in Finnsys Software should be mapped with correct client in Finnsys Software. So you have to do this activity every day or regularly, if you are creating IIN from NSE NMF admin panel :
How to create new IIN from your Mobile application ( Fundconnect or your own name app) ?
You can also create the New IIN with FATCA , KYC etc completely paperless, through the client application - fundconnect or your own named App . In such case you will not be required to map the IIN in Finnsys, as it will be automatically mapped to respective customer whose app is used for creating the IIN . Currently we have no option to create IIN through your website
You may login as a client in your app and do the same, if u have got clients document like - copy of cheque and copy of signature or else guide the client to do so themselves . Your client can simply register or login to your mobile app and do the paperless On Boarding , including Video KYC. In that case the customer need to click or upload the picture of the required document including the signature on a plain paper.
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In case of Non KYC clients, the required documents will include the PAN Card , Address proof and Signature sample
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In case of KYC Clients, the required documents will include the Cancelled Cheque and Signature Sample Only
TIPS : You Must map the IIN regularly ( weekly ...or monthly etc) , with correct client your FinnSys admin, if you are creating IIN from NSE NMF admin panel.