Yes. Client can update contact number by following the steps below : Through Mobile App 1. Login to mobile app. 2.Click on hamburger menu (Three horizontal line at the top left corner) 3. Click on login id 4. Click on view/edit details 3.Select My ...
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 > ...