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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    • 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 ...
    • 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 ...
    • 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 > ...
    • I want to know my client Real Time Margin Shortfall details/amount

      To view your client's margin shortfall details. Please log in to AAA, go to Reports, and select Online SIP Report to view report.
    • 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 ...