{"id":29287,"date":"2026-10-28T10:42:47","date_gmt":"2026-10-28T10:42:47","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29287"},"modified":"2026-10-28T10:42:59","modified_gmt":"2026-10-28T10:42:59","slug":"how-can-i-view-my-full-client-list-and-filter-it-by-mf-stock-india-or-us-stocks-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-view-my-full-client-list-and-filter-it-by-mf-stock-india-or-us-stocks-on-the-partner-portal\/","title":{"rendered":"How can I view my full client list and filter it by MF, Stock (India) or US Stocks on the Partner Portal?"},"content":{"rendered":"\n<p>The Clients page lists everyone onboarded under you, with their segments, total assets and mandate status.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Clients (left menu)<\/p>\n\n\n\n<p><strong>Steps<\/strong><\/p>\n\n\n\n<ul type=\"1\"><li>Click Clients in the left menu.<\/li><li>Use the tabs above the table to switch between All Clients, MF, Stock (India) and US Stocks. The count on each tab shows how many clients are in it.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-24.png\" alt=\"\" class=\"wp-image-29289\" width=\"632\" height=\"408\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-24.png 528w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-24-300x194.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-24-50x32.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-24-320x207.png 320w\" sizes=\"(max-width: 632px) 100vw, 632px\" \/><\/figure><\/div>\n\n\n\n<ul type=\"1\"><li>Use Search by name or client code to find a client quickly.<\/li><li>Click View Details under a client&#8217;s name to see their full profile.<\/li><\/ul>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>Use Show entries to change how many clients appear on each page.<\/li><li>If the list shows empty rows for a long time, refresh the page.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3023],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29287"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29287"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29287\/revisions"}],"predecessor-version":[{"id":29291,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29287\/revisions\/29291"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29287"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29287"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29287"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}