A : One time customization: when you will call MFSD205 first time, you have to do customization of report only once, click on "Gear image" on right top of the panel.
A : Click on Double Arrow button, on one click, the right hand box will be populated by field names and then click on 'Customize' Button.
A : Your file is customized now, click on 'Go to MailBack Services'.
A : Again click on 'MFSD205 - Brokerage Report'.
Come again on 'Brokerage Report Panel'
A : Select desired 'From Date and To Date'.
B : Select 'All Funds'.
C : Select 'All Schemes'.
D : Very Important- If you are calling upfront brokerage file select following type:
Select: Clawback, Other Incentive, Others, SIPIncentive, Transactioncharge & Upfront.
Do not select: Annual & Trail fee.
E : Do not uncheck any option in Subbrokerage types. Do not uncheck any option in Subbrokerage types.
F : Select desired email id to receive file.
G : Choose 'Excel' Option.
H : Choose 'PKWare' as compression type.
I : Insert desired password, you have to insert same password at the time of file extraction.
J : Click 'Submit' Button.
Once the report is generated, it will be delivered on the email id you have specified.
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