0% found this document useful (0 votes)
6 views13 pages

Comprehensive Status Tracking Guide

Uploaded by

Palash Malpani
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
6 views13 pages

Comprehensive Status Tracking Guide

Uploaded by

Palash Malpani
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

How to Track the Status?

1. e-CAN Tracker- Enter CAN & browse to track the status


2. CAN Tracker- Set start and end date to check the status
3. PayEezz Tracker- Enter the CAN or select the date range to track the status.
4. UPI Mandate Txn Tracker-Enter the CAN or select the date range to track the status.
5. Normal Order Book- Choose the date range and click Advance Filters to track the status with
specific details.
6. Systematic Order Book - Choose the date range and click Advance Filters to track the status with
specific details.
7. Scheduled Transaction Tracker- Select date range / Choose show in active orders checkbox and
track the status
8. CAN Folio Details- Enter CAN & Fund name to track the status
9. SIP Stop & Start Tracker Book- Select date range & browse to track the status.
Track initiated CANs with status pending/ Submit to MFU/ Verified in e-CAN Tracker

➢ Click History option to view status


➢ Click email retrigger option to trigger email
➢ Click Detail option to view details
Track approved CANs in CAN Tracker

➢ Click History option to view status


➢ Click Detail option to view details
Track e-mandate status in PAYEEZZ Tracker

➢ Click History option to view status


➢ Click Detail option to view details
Track e-mandate status in UPI Mandate Txn Tracker

➢ Click History option to view status


➢ Click Detail option to view details
Track order status of Purchase / Redeem/ Switch in NORMAL ORDER BOOK

➢ Click Reorder option to reorder transaction


➢ Click Detail option to view Order details
➢ Click entity upload option to upload
➢ Click History option to view Order status
declaration for NRI investors (US/CANADA)*
Track order status of SIP / STP/ SWP in SYSTEMATIC ORDER BOOK

➢ Click Stop & Start option to Pause SIP


➢ Click Detail option to view Order details
➢ Click entity upload option to upload
➢ Click History option to view Order status
declaration for NRI investors (US/CANADA)*
➢ Click step up option to Top up SIP
➢ Click Reorder option to reorder transaction
Track MOM of SIP status in SYSTEMATIC INSTALMENT DETAILS

➢ Click History option to view Order status


Track scheduled order status of Purchase / Redeem/ Switch in SCHEDULED TRANSACTION
ORDER BOOK

➢ Click Detail option to view Order details


➢ Click Cancel option to cancel the order
➢ Click History option to view Order status
Track CAN Folio Details, enter CAN and
Fund(AMC) Name

Note: Existing folio& fund name will reflect only if the folio level pattern matches with CAN data.
Track SIP SAS Tracker Book, enter CAN &
change the date range
THANK YOU

You might also like