This topic describes the information about Order Status. User can search and view mutual funds orders in various statuses with this option.

Order status screen allows a retail user to search and view mutual funds orders in various statuses. The user can view the pending execution order across investment accounts and also can edit and delete the mutual fund orders that are not yet executed.

Pre-requisites

• Transaction access is provided to the Retail User.

Features Supported In Application

The module supports the following features:

• Search Mutual Funds orders
• Delete Mutual Funds orders

Navigation Path:

Perform anyone of the following navigation to access the Order Status.

• From the Dashboard, click Toggle menu, and the click Menu. From the Menu, then click Financial Management , and click Wealth Management . Under Wealth Management , and then click Place Orders, click Place Orders, and then click Order Status.
• On the Dashboard, click Overview widget, and then click Mutual Funds . From the Mutual Funds , click Investments Account kebab menu, and then click Order Status.
• Access through kebab menu of the Place Orders transactions.

The Order Status screen appears.

• Orders Status - Search
  This topic describes the information about Orders Status - Search screen. Using this option, a retail user can search and view details of the mutual fund orders.
• Orders Status - Delete
  This topic describes the systematic instruction to Orders Status - Delete screen. This option enables the retail user to delete the mutual fund orders that are not yet executed.