How can I track my existing Mutual Funds portfolio?
Tracking your portfolio on Equirus Wealth is easy, whether you're a new user or an existing investor.
For New Users:
- After onboarding, go to the Home Tab.
- Click on the "Import External Mutual Funds" widget.
- Authenticate with the OTP sent to your registered mobile number.
- Your investments will sync within a few minutes and start reflecting on your dashboard.
- You will receive a notification once the process is complete.
For Existing Users:
- If you already have investments on our platform, go to the Home Tab.
- Locate the Product Holding Table.
- Click on the "Refresh Holdings" and then choose "Mutual Fund" from the dropdown menu to sync your existing portfolio.
For any assistance, reach out to support@equiruswealth.com.
Was this article useful?
How can I track my existing Mutual Funds portfolio?
Tracking your portfolio on Equirus Wealth is easy, whether you're a new user or an existing investor.
For New Users:
- After onboarding, go to the Home Tab.
- Click on the "Import External Mutual Funds" widget.
- Authenticate with the OTP sent to your registered mobile number.
- Your investments will sync within a few minutes and start reflecting on your dashboard.
- You will receive a notification once the process is complete.
For Existing Users:
- If you already have investments on our platform, go to the Home Tab.
- Locate the Product Holding Table.
- Click on the "Refresh Holdings" and then choose "Mutual Fund" from the dropdown menu to sync your existing portfolio.
For any assistance, reach out to support@equiruswealth.com.
Was this article useful?
