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 > P&L Statement > Dividends
Also, the same would be available on clicking the download button of "Family360 report"
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Where to check client's DDPI status ?
Login to AAA (aaa.indiainfoline.com) >Dashboard>Clients>Search for client code>Click on client name>click on Client Details under and scroll down to Other Details to check DDPI Status OR Consolidated Report can be downloaded from Reports >Detailed ...
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 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.Select My Reports. 3.Select PnL Summary (Unrealized) 4.Select holding PnL to check the holding. To do this via Mobile App, Click Here Through ...
How client can check nominee details in account?
Yes. client can check the nominee's details. Follow the steps below: Through IIFL Mobile App 1.Login to Mobile App. 2.Select My Report. 3.Select My Account > Profile > My Details 4.Select Demat details and client can check nominee updated for his ...