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