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CUSTOMER SERVICE |
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| TROUBLESHOOTING |
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| - Unable to access Trading account
- Unable to access Demat account
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| Unable to access Trading account |
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| - Do you have a trading account with Shriram Insight?
No Not possible
Yes Go to step 2
- Do you have an active e-mail id?
No Make one e-mail id and then go to step 3
Yes Go to step 3
- Is your e-mail id registered with your Trading account?
No Kindly go to step no 4.
Yes Kindly go to step No. 5
Do not know Follow the step No 5
- Kindly register your e-mail id (Choose either of the options)
- Go to the nearest branch and fill the e-mail registration form
- From the Net Download E-mail Registration Form. Take a print out and fill it with details and send it to H.O by courier or by registered post.
- Kindly check to make sure that your registered e-mail id is the active id.
(Here the modification has to be done in the system such that entering the client code or demat account number and clicking the submit button the registered e-mail id is shown)
Enter client code - submit
Enter demat account number (last 8digits) -submit
- Correct e-mail id is registered…. Go to step No 6
- Wrong e-mail id is registered … Go to step no. 4.
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| Unable to access Demat account |
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| - Do you have a Demat account with Shriram Insight?
No Not possible to view the holdings
Yes Go to step 2
- Do you have an active e-mail id?
No Make one e-mail id and then go to step 3
Yes Go to step 3
- Is your e-mail id registered with your Trading or Demat account?
No Kindly go to step no 4.
Yes Kindly go to step No. 5
Do not know Follow the step No 5
- Kindly register your e-mail id (Choose either of the options)
- Go to the nearest branch and fill the e-mail registration form
- From the Net Download E-mail Registration Form. Take a print out and fill it with details and send it to H.O by courier or by registered post.
- Kindly check to make sure that your registered e-mail id is the active id.
(Here the modification has to be done in the system such that entering the client code or demat account number and clicking the submit button the registered e-mail id is shown)
Enter client code - submit
Enter demat account number (last 8digits) -submit
- Correct e-mail id is registered…. Go to step No 6
- Wrong e-mail id is registered … Go to step no. 4.
(Step No 6 is currently in use and are send to the clients who have correct e-mail id and wants to see the holdings.)
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