How to place a lumpsum order for a client
To place a lumpsum order in Rabbit Invest, open the client and tap Transact. Pick NSE or BSE, search the fund and tap Add, then tap Purchase. Choose Lumpsum, enter the amount, select your ARN, check the order summary and place the order when your client is ready.
Before you startThe client must be registered on NSE or BSE.
Steps
Open the client and tap Transact
Every purchase starts from the client page.
Pick NSE or BSE, then confirm
Choose the exchange the client is registered on.
Search the fund and tap Add
Add one fund or several.
Tap Purchase
This opens the order screen.
Choose Lumpsum and enter the amount
A one time investment.
Select your ARN and check the order summary
Review fund, amount and ARN.
Place the order when the client is ready
You can track it afterwards in Order History.
If something does not work
Where can I see if the order went through?
Open Order History from the sidebar. Every order shows its status, and failed orders show the reason.
