How to check Brokerage & Van Plan Report ?

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• How to check client Brokerage & VAS Plan Report ?

  Reports are Available on AAA > Trades > Clients>Broerage plan

• How to change client brokerage plan ?

  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 ...

• 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 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 check and download DP Bill Report?

  RM / FAN can check and download DP Bill Report from TT EXE