Where I can check Online SIP Report

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• I want client AUM Report

  You can download the client-wise AUM report online. Please log in to AAA, go to Reports, and select Online SIP Report to view report.

• From where can I check Upcoming SIP?

  Mutual Fund Upcoming SIP orders wil reflect:Through Mobile app:1.Click-Menu>Mutual Funds>MD Dashboard>Upcoming SIP. 2.Through MF online portal:Login MF portal> Holdings>Portfolio >Ongoing SIP

• From where can I check Upcoming SIP?

  Mutual Fund Upcoming SIP orders wil reflect:Through Mobile app:1.Click-Menu>Mutual Funds>MD Dashboard>Upcoming SIP. 2.Through MF online portal:Login MF portal> Holdings>Portfolio >Ongoing SIP

• I want to check mutual fund order rejection reason/details

  To check mutual fund order rejection reason Please log in to AAA, go to Reports, and select Online SIP Report to view report.

• Where to check client dividend report?

  Dividend statement is available in the Family 360 Report in AAA. Below is the path : Reports -> Family Portfolio -> Search Client -> PL Statement Dividends. Path for clients to check directly : Login to Markets App > My reports > Family 360 Report > ...