{"id":29305,"date":"2026-10-28T10:45:15","date_gmt":"2026-10-28T10:45:15","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29305"},"modified":"2026-10-28T10:45:27","modified_gmt":"2026-10-28T10:45:27","slug":"how-can-i-check-a-clients-equity-mandate-and-mf-mandate-status-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-check-a-clients-equity-mandate-and-mf-mandate-status-on-the-partner-portal\/","title":{"rendered":"How can I check a client&#8217;s Equity Mandate and MF Mandate status on the Partner Portal?"},"content":{"rendered":"\n<p>Mandate status is shown for every client on the Clients page, and in more detail in each client&#8217;s profile.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Clients &gt; Equity Mandate \/ MF Mandate columns<\/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>Check the Equity Mandate and MF Mandate columns. Yes means a mandate is in place, No means it is not.<\/li><li>For more detail, click View Details under the client&#8217;s name and see Investments &amp; Mandate.<\/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-25.png\" alt=\"\" class=\"wp-image-29307\" width=\"585\" height=\"397\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-25.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-25-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-25-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-25-320x217.png 320w\" sizes=\"(max-width: 585px) 100vw, 585px\" \/><\/figure><\/div>\n\n\n\n<p><strong>Good to know<\/strong><\/p>\n\n\n\n<ul><li>The client profile also shows the SmartSIP count, Regular SIP count and any pending lumpsum.<\/li><li>For the full mandate list with status and dates, go to Track &gt; Mandate Details.<\/li><\/ul>\n\n\n\n<p><\/p>\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\/29305"}],"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=29305"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29305\/revisions"}],"predecessor-version":[{"id":29309,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29305\/revisions\/29309"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29305"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29305"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}