I want client AUM Report

I want client AUM Report

You can download the client-wise AUM report online. Please log in to AAA, go to Reports, and select Online SIP Report  to view report.
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      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 ...
    • 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 > ...
    • 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. Click on the Hamburger menu. 3. Click on 'More' Click on ASK IIFL/Whatsapp. In Mobile App (Login >> Click on the three lines at 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 ...
    • Where client can download holding report?

      Client can check holding statement follow below process : Through IIFL Mobile App: 1. Login to mobile app. 2. Click on Hamburger menu. 3. Click on 'More' 4. Click on ASK IIFL. 5. You can also request on our Whatsapp no. 9892691696. To do this via ...