How to view the Family Accounts in Alice Blue? 

To View family account, follow the following process:

  1. You will need to Login our “BOT” application, 
  2. Click on “My Accounts” from the Profile section.
  3. Click on “Family” from the left side menu.
  4. In the family section you will see Account Holder name and “View Portfolio” section.
  5. Click on View portfolio to redirect you to the family holdings page, here you will be able to view the selected portfolio Holding details.
  6. If you wish to change the Family holder then click on the particular account holder and click “Apply” to view the particular account holder holdings. 
Was this helpful?

Haven't found the Answer to your Question?

Raise a Help Ticket