Using this feature, you can download the folio account statement which is generated directly by the mutual fund company. 

Step 1

Select the client and click on Holdings on the client panel.




Step 2

Click on the Holdings option.

Step 3

Click on Statement 


 Step 4

On the Folio statement tab, Select the AMC, Folio Number, and period.




You have the option to either download the statement or mail it directly to the client.