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.)
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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 ...
How to check client nominee status in AAA?
You can check Nominee status in AAA under Detailed client report (Login to AAA>>Reports>>Detailed client report).
How to check client bank detail in AAA?
You can check client bank details in AAA under client details option (Dashboard>Clients>Search for client code>Click on client name>click on client details) .
How to check client's order status in AAA ?
You can check from AAA>Trades>Clients>Search & Click on client code>Select Order Book