BA’s:
BA’s can view the Ledger Balance/Summary details through the below path:
BizOps>>Reports>>Statutory >>Ledger
End clients:
1) Ledger Balance / Summary details can be viewed through Trading Terminal:
To check the Ledger, go to
Reports>>Operational Reports>>Financial Summary
And click on Numbers, under Ledger column
To download the Ledger, click on the PDF Icon on right side top corner(Red icon):
2) Ledger Balance/Summary details can also be viewed in Mobile App:
Provide the below Login Details to get Ledger details for last 3 financial years
Client Code – Enter your Client Code
Password – Enter your mymotilaloswal password
Mobile Application>>Menu>>My Reports>>Ledger>>Click on Amount>>(CM, FAO, MCX etc.)
Please Note – To modify Mobile Number and Email ID Client has to follow the Modification process only.
3) Ledger Balance for Equity Segment request can be placed by SMS through the Registered Mobile Number
Client needs to send an SMS by typing "BAL <SPACE> <CLIENTCODE>" at 575753.
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Motilal Oswal Securities Limited © 2014