How to generate a Folio Account statement?
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Modified on: Thu, 9 Jan, 2025 at 7:24 PM
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.
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