Go to Setup menu

click on Sub Broker sub menu 

After Clicking on Sub broker Sub menu Broker Register box will open 

Now to Register Sub Broker Click on New button 

Fill the detail of Sub broker and then click on save button to save the data 

we have provided few more option like 

  • SMS sending to sub broker 
  • After creating the sub broker we send the wellcome letter to the sub broker etc 

We have Modify button to make some changes in sub broker i.e. if you want to change the address of sub broker click on modify button and then you will be able to to change the address.

Now the next tab is for Payment & Bank Details

In this filed we need  to fill all the details of payment 

pay mode: here you need to select the pay mode i.e Cheque , Cash, DD etc 

Bank Name: we need to fill the bank name 

Branch: branch of the bank 

Acc No: account number

A/C Type: account type i.e saving, current etc

MICR Code: we need to put MICR code here 

IFSC Code: We fill IFSC code here

Here in Default Payout Rates we put the we put the default debt and equity  schemes upfront and trail both.

For any query please mail us on Support@investwellonline.com