How to check client Brokerage & VAS Plan Report ?

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• How to check Brokerage & Van Plan Report ?

  Reports are Available on AAA >> Reports >> Summaries >> VAS Detailed Report.

• 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 > ...

• Where client can check the brokerage applicable for his/her account ?

  Login to our website ttweb.indiainfoline.com; Click on My Account - Click on Brokerage - VAS Plan -Select Product - Click on Show.

• Where to check Client's current brokerage Detail in AAA?

  You can check from AAA>Go to Trades>Clients>Search & Click on client code>Click on Brokerage & DP Charges

• How to change client Brokerage?

  You can change client brokerage plans through AAA login (aaa.indiainfoline.com) >>More options >> Request >>click on Brokerage Request and change the Brokerage as per this slab and your Relationship Manager will get this approved. Please note if ...