Question 1

What does ‘Add scheme’ link stand for in Transaction Summary page when Mutual Funds option is selected?

Accepted Answer

Clicking on this link would open a web overlay of ‘manual transactions entry’ screen. Using this you can add any transaction manually. As you off-market transactions like Demat transfer do not reflect in Portfolio holdings, you can use this feature to add such transactions manually so that your Portfolio is in sync with your Demat Account.

Question 2

When will the transactions added using ‘Add stock’ and ‘Add scheme’ feature reflect in my Portfolio?

Accepted Answer

Transactions added using these features would reflect in your Portfolio on the next day. Till then they will be indicated as ‘manual-unprocessed’

Question 3

Can I view the trades done through AxisDirect platform on the same day in my Portfolio?

Accepted Answer

All your trades done through any of our platforms reflect in the Portfolio the next working day. The Portfolio doesn't get updated on a Real-time Basis, to keep a track of your orders on a real-time basis, refer to the Order Book or Trade Book, please follow the paths given below to check the same:

RING Mobile App: Open the RING Mobile App >> Click on 'Portfolio' >> Select 'Positions' >> Change the red dropdown on the top right corner to 'Open Position' - For Trades not executed', 'Net Position' - For Executed Trades.

Swift Trade: Click Here to login to your account, then select SWIFT TRADE' >> Click on 'Equity' on the menu bar and then select 'Open Position'- For Trades not executed, 'Net Position' - For Executed Trades under the 'REPORTS' column.

Question 4

Where can I view my transactions in Equity, Mutual Funds and Derivatives?

Accepted Answer

You can view all your transactions at the following path My Portfolio > Reports > Transaction Summary after login. Or after login you can visit

https://simplehai.axisdirect.in/app/index.php/portfolio/report/transactionsummary

On this page, you will be able to see top 50 transactions on the screen as per the selected sorting criteria. Various sorting criteria available are Stock / Scheme / Contract Name, Transaction date and Transaction type. Further, you can also choose between ascending and descending options to sort and get the respective top 50 transactions on the screen.

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