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How to check Refer Client Details via Back Office ?

Here’s how you can find your Refer Client details through the Back Office Portal:

  1. Login to the Back Office Portal.
  2. Enter your User ID: Your Client Code.
  3. Enter your Password: Your PAN (in capital letters).
  4. Navigate to Reports >> Referral Brokerage Statement.
  5. Here you can view = List of Referred Client & Referral Brokerage Statement.

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Unused funds are paid out to your A/C. Please transfer back for smooth trading on Monday.