How to add a client’s bank account for mandates
To add a client’s bank in Rabbit Invest, open the client, then Manage, then Banks & Mandates. On NSE, finish NSE registration first. Pick the exchange, tap Add Bank, choose the account type, add the account number and IFSC, and submit. You can then register mandates on that account.
Before you startFor NSE, the client’s NSE registration must be complete.
Steps
Open the client, then Manage, then Banks & Mandates
Bank accounts and mandates live here.
On NSE, finish NSE registration first
The bank is added after registration.
Pick BSE, then tap Add Bank
Choose the exchange to add the bank on.
Pick the account type
For example, savings.
Add the account number and IFSC, then submit
Double check both before you submit.
If something does not work
Why do I need a mandate?
A mandate lets SIP instalments be debited from the client’s bank on their own. Without one, a SIP cannot be set up.
