Folio lookup menu is available in the Advisor portal on the main navigation menu.
You can use the Folio lookup screen to
- View the current market value of all folios of all your clients.
- Download SOA of each folio. Click on the folio no. or SOA icon to view and download SOA.
- View holding pattern, Bank account, Nominee registered in each folio. Click on the folio no. to see the folio details.
- Online investing profile id mapped against each folio
Below screen opens when you click on the SOA icon. Use the Request SOA button to download the SOA.
On the right, you can download a common transaction form if you wish to do the transaction in Physical mode.