Require Email option for sending Transaction Statement : InvestWell Helpdesk

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Require Email option for sending Transaction Statement

Pioneer Wealth Management

started a topic 7 months ago

Dear Team,

Please note that we have only PDF and Excel option for sending the Transaction Statements to the client from mint portal. Attached the screenshot for your reference.

Kindly do the needful.

Regards,

mint.png

(133 KB)

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