Where client can find my ledger/funds history?
- Guide client to
- Click on the Funds icon in the main bottom menu.
- Click on Funds dropdown button once client is in the Funds section.
- Click on View Ledger button located at the bottom of the Funds dropdown menu.
- Client will be able to find the detailed ledger transactions by default.
- Click on the toggle button in the Ledger Page to view it in a summarized manner.
- We only support the visibility of last 3 months transactions data in this section. It may take upto 24 hours for transactions to reflect in this section.
- Client can also click on Email report button at the top right corner to receive Ledger Transansactions data for the date range of client's choice.
Alternatively, client can access the above section by selecting View Ledger option present in My Reports section in the hamburger menu.
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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 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.)
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 ...
If client have forgotten to allocate enough funds in his bank account for Mutual Fund SIP order. Is client order is liable to be rejected?
Yes, the order will get rejected if client do not have sufficient funds in his account. Hence it is important for you to maintain the required balance in your bank account or IIFL Securities Ledger.