Profile

Provides Client details

Your complete "Profile" details such as Contact Details, Bank Details, Client Details, Power of Attorney Status, and Active & Inactive Segments and Products are displayed here.

How to open the Profile page

To open the "Profile" page, follow these steps:

• Locate the "More" Icon at the bottom of the page.
• Click on the "More" Icon to go to the More page.
• You can see your "Name" and "Trade Code" at the top of the page.

• Click on your Name / "Arrow" Icon at the left-hand side.
• This will redirect you to the "Profile" page.

• Click on the "Back Arrow" Icon at the top-right hand side to go back to the More page.