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How to check the Mutual Fund Orders of my clients under my referral?

Step – 1 Login to Partner Dashboard with your ID & Password. Step – 2 On the left-hand side menu, click on “Reports”, then click on “Mutual Fund Orders” from the dropdown menu. You will be able to see the[...]

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How to Modify Bank, Email, Mobile No, Address and GST?

Step 1: Login to Partner Dashboard with your ID & Password Step 2: On the left-hand side menu, click on “My Account”, then click on “Profile” from the dropdown menu. You will be redirected to the “My Profile” page.  Step[...]

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How to Activate DigiLink API Request?

Step 1: Login to Partner Dashboard with your ID & Password. Step 2: On the left-hand side menu, click on “Resources & Policies”, then click on “DigiLink Policy” from the dropdown menu. You will be redirected to a new page.[...]

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How to activate API Requests?

Step 1: Login to Partner Dashboard with your ID & Password. Step 2: On the left-hand side menu, click on “Resources & Policies”, then click on “API Request” from the dropdown menu. You will be redirected to a new page.[...]

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How to check my Client List?

Step 1: Login to Partner Dashboard with your ID & Password. Step 2: On the left-hand side menu, click on “Reports”, then click on “Clients” from the dropdown menu. You will be able to see the Client List. Was this[...]

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How to check my incentive details?

Step 1: Login to Partner Dashboard with your ID & Password. Step 2: On the left-hand side menu, click on “Incentive & Offers”, then click on “Incentive Details” from the dropdown menu. You will be able to see the Complete[...]

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How to Get Retention Hold Amount Reversal?

Minimum retention Hold amount reversal circular details are: Terms and Conditions: 1) Every franchise has to attain a minimum account opening target of 5. 2) As per the Revised policy which is effective from Dec 01, 2020, onwards, if the[...]

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Why did I receive Less Payout?

You might have received less payout due to the following 2 reasons: 1) If the Referred Client has a debit balance. OR 2) You have not met the Alice Blue payout eligibility criteria. Check out the eligibility criteria here. Was[...]

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How to Check Partner Ledger?

Step 1: Login to Partner Dashboard with your ID & Password. Step 2: On the left-hand side menu, click on “My Accounts”, then click on “Ledger” from the dropdown menu. You will be able to see the Ledger Details. Was[...]

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How to Know My Referred Client debit list?

Step 1: Login to Partner Dashboard with your ID & Password. Step 2: On the left-hand side menu, click on “Reports”, then click on “Debit Clients” from the dropdown menu. You will be able to see the client debit list.[...]

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