How client can access ledger report?
Client can access ledger report on following below steps -
Through IIFL Mobile App:
1.Login to Mobile app
2.Select My Reports.
3.Select Bills .
4.Select Ledger
5.Client will be able to access the ledger report. Clients can customize duration for the report by clicking on filter icon available on right hand side on top of the application.
Through TT Web:
1.Login to TT Web
2. Select My account.
3. Select on Ledger.
4. Select duration.
5.Select product
6.Select exchange
7.Click on show button and download the ledger in excel or pdf format.
Through Ask IIFL
1. Login to IIFL Mobile App & click on Ask IIFL
2. Select My Report.
3. Select Ledger.
4. Select segment.
5. Select period for which you want ledger.
6.Click on email me the report to get the same on the client registered mail id.
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How client can download ledger report?
Client can access ledger report by following these below steps - Through IIFL Mobile App: 1.Login to Mobile app 2.Select My Reports. 3.Select Bills . 4.Select Ledger 5. Client will be able to access ledger report. Client can customize duration for ...
How client can check previous ledger details?
Client can access the ledger report by following these steps - Through IIFL Mobile App: 1.Login to Mobile app 2.Select My Reports. 3.Select Bills . 4.Select Ledger 5.You will be able to access ledger report. You can customize duration for the report ...
How to get client's ledger from AAA ?
AAA>>Reports>>Individual clients>>Simplified Ledger under Others or AAA>>Trades>>Clients>>Search & Click on client code>>Select ledger (Report can be shared from AAA to client's register email id using Share Report option in same section.)
Where client can find my ledger/funds history?
Guide client to Click on the Funds icon in the main bottom menu. Click on Funds dropdown button once client is in the Funds section. Click on View Ledger button located at the bottom of the Funds dropdown menu. Client will be able to find the ...
How client can access Position Report?
To check the position report inform the client to follow below path. Through IIFL Mobile App: 1.Login to Mobile app. 2.Select Trades on bottom of the page. 3.Select Position to check the net position for the day. Through TT Web 1.Login to TT Web ...