Go to Setup Menu > ARN No.
This is where you could register the Details of the email id in which CAMS, KARVY etc. would send you the mail
Fill in your Mailback Credentials here.
Hit SAVE buttom
Once you configure this for all your ARNs got to Setup > Program Settings option > RTA Setting Tab
Hit Request Mailback Files
This option is your gateway to ordering mailback files from various registrars
The boxes in RED not required to be checked.
You can use this for
- Transaction files
- Change of Broker Files
- Foilio Master
- AUM Files
Incase you have a Backoffice module and are requesting for Brokerage files you could use this to order Upfront files, Trail files or Incentive Files.
- Enter Period that you want mailback for.
- Select ARN no.
- Hit Submit