What is shown in my Portfolio on FLIP/ TraderX?
The following holdings are shown in your FLIP/ TraderX Portfolio:
- Shares, bonds, ETFs & mutual funds that are held as free balance.
- Certain securities are restricted to being traded only on certain days. Your Portfolio will show holdings of securities that are listed/traded on the given day. This includes listed shares, NCDs, bonds, REs, partly paid shares, mutual fund units, etc.
- Securities pledged for margins.
- Blocked securities :
1. Securities purchased in Smartfolios.
2. Holdings on clients with NON POA/NON DDPI.
3. Shares marked for CUSPA selling.
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