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As a Direct Access enabled distributor, you can view and print Account Statements online, create Customer-IDs and One View Wrap Portfolio Statements for your investors across various folios in various products, enter transaction requests and carry out reconciliation online, and cross sell other Funds to your investors, instantly and without having to await an email response. If you are already registered, Click here to Login On an ad-hoc basis, you can request historical NAVs, account statements and transactions of your customers, AFE/Trailer Fees, transaction data and upfront commission data in the form of a data file that you can upload into your own database. There is no need to repeat the KYC for each mutual fund separately.
For the benefit of all Distributors, we are providing a brief note on the process followed in processing the ARN applications with the mandatory documentation required under each category. Forms can be downloaded for all the different types of Application/Form used for various purposes.