How can I get my 10 DB (STT) certificate?
10 DB (STT) certificates for last FY are available for view and print on the site www.plclients.com.
The option is available under following path :-
Operations > Reports > Client 10DB Statement
How do I check my old Financial Year data from your website?
You can view old data from Financial Year (FY) 2013-14 anytime from our website www.plclients.com. To check this FY data, you shall have to change the FY from the link available at the right hand corner on the site “Change Fin.Year”. Default FY is current FY.
To view/check old FY data i.e. 2009-10, 2010-11, 2011-12 and 2012-13, you may contact our customer connect cell who will get this data opened for you.
From where do I check / print contract notes?
We send E-Contract Notes at your email ID, registered with us, on the day of execution of trade in your account.
You may also check all your contract notes from our site www.plclients.com (Financial > Contract Notes > Client Contract )
What do I do if I need help? / How do I contact Customer Service?
You can always call our customer service desk on 1860 210 2222 or 022 66322366 or Whats APP on 022 66322366 between 9 AM to 6.00 PM on weekdays.
You may also send email at email@example.com.
We also have a dedicated email ID firstname.lastname@example.org for your trading related issues.
You may address your grievances on demat issues at email@example.com
What happens if I forget my Password?/ I have forgotten my password ?
In case you have forgotten your password, click on the ‘Forgot Password’ link available at the login page of the website.
Your new password will sent through SMS and email at your registered number.
How do I check the Long Term Short Term capital gains in my portfolio?
You may download (Click here) our user manual for the PL Portfolio Tracker . Do visit portfolio.plindia.com and Login with your www.plclients.com username password to access information on gains, holdings and transaction summaries etc.
How do I check my trading and demat account details?
To check your trading and demat account details, please visit our online backoffice at www.plclients.com
You may use your trading account code as your user ID and then enter the password which you would have received with the welcome kit.
In case you have forgotten your password, then click on “Forgot password” button in the login section. Your password will be emailed at your registered email ID.
You can view a host of information like Trade details, Ledger Account, Contract Notes, Holding statement, Demat Transaction statement etc..
You may also download and print the statements as per your requirement.
Last 3 year data is available for view anytime. Older financial year data is available on weekends.