Please follow the below steps to initiate withdrawal for your clients.
Login to your partner account
Go to “Clients”
Select the client for whom you want to generate a withdrawal
Scroll and select “Mutual Funds” under “Investments”
Select the fund to be withdrawn
Click on “Transact” and choose “Withdrawal Order”
Mention the withdrawal requirements and press “Add Funds”
Press “Send Ticket”
Re-confirm by selecting “Send Ticket” and the request will be sent to the client for approval
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