Where to check client's DDPI status ?

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• How to check the DDPI status of a client in AAA?

  You can check DDPI/POA status of particular client in reports section. Go to Reports>Individual clients>Click on BOD holding under Trading >Search client code>View Report. DDPI/POA flag as "Y" or "N" can be seen under POA section.

• 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).

• Where to check client's Demat Redemption status in AAA?

  Go to Trades>Clients>Search & Click on client code>Go to Mutual Fund >select Order Book to check status

• How to check Account activation status?

  Login to into the AAA (aaa.indiainfoline.com) Click on the open account select the individual client account after that click on dashboard enter the client code and check status.

• Where can I check in which segments client s activated to trade?

  >Login to Zoho CRM and search for Client Code in ZOHO CRM > Click on Client Name > Click on Customer Profile details >You can view the Segment Status