How can I download my client list as a CSV on the Partner Portal?

You can download your client list in one click from the Clients page.

Where to find it: Clients > Download list (CSV)

Steps

  • Click Clients in the left menu.
  • Select the tab you need (All Clients, MF, Stock (India) or US Stocks) and search if needed.
  • Click Download list (CSV) at the top right of the list.

Still have questions? We've got you

Just raise a ticket and our support team will get back to you with exactly what you need.

Raise a Ticket

Related Articles