Clients
8 Articles
How can I add a new client on the Partner Portal?
How can I check a client’s Equity Mandate and MF Mandate status on the Partner Portal?
How can I view my full client list and filter it by MF, Stock (India) or US Stocks on the Partner Portal?
I want to know when a client is marked as Inactive on the Partner Portal?
I want to know what Client Concentration measures on the Partner Portal?
How can I see the brokerage generated by each client on the Partner Portal?
How can I download my client list as a CSV on the Partner Portal?
How can I log in to my client’s mutual fund account using MF Login on the Partner Portal?