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 the report by clicking on filter icon available on right hand side on top of the application.
Client can also download the report from Funds section in Mobile App, Click Here
Through TT Web:1.Login to TT Web2. Select My account.3. Select on Ledger.4. Select duration.5.Select product6.Select exchange7.Click on show button and download the ledger in excel or pdf format.Through Ask IIFL1. Login to TT Web or IIFL Mobile App & click on Ask IIFL2. 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 clients registered mail id.
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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 ...
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 ...
Where client can download holding report?
Client can check holding statement follow below process : Through IIFL Mobile App: 1.Login to mobile app. 2.Select My Reports. 3.Select PnL Summary (Unrealized) 4.Select holding PnL to check the holding. To do this via Mobile App, Click Here Through ...
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 to check client dividend report?
Dividend statement is available in the Family 360 Report in AAA. Below is the path : Reports -> Family Portfolio -> Search Client -> PL Statement Dividends. Path for clients to check directly : Login to Markets App > My reports > Family 360 Report > ...