To import your external mutual fund investments from your Consolidated Account Statement (CAS) linked to your phone number or email. Follow the steps below:
For Users Importing External Mutual Funds for the First Time:
- Find the Import Card on the Home Tab:
- If you haven’t synced your external mutual funds yet, you will see an “Import External Mutual Funds” card at the top of your Home tab.
- Click on this card to begin the process.
- Review the Import Modal:
- A pop-up modal will appear, explaining that your mutual funds will be fetched from CAS linked to your phone number.
- If needed, you can change the phone number or use an email instead.
- Once verified, click “Proceed”.
- Enter OTP to Verify Your Request:
- You will receive an OTP from MF Central on your registered phone number or email.
- Enter the OTP and click “Continue”.
- Wait for Your Investments to Sync:
- The system will now fetch your mutual fund data, which may take up to a minute.
- You can either wait or exit—once the sync is complete, you will receive a notification.
- Your external mutual funds will start appearing on your dashboard.
For Users Who Have Already Imported External Mutual Funds & Want to Refresh Them:
- Click the “Import Fund” Button on the Home Tab:
- Go to the Home tab and find the Product Holdings table.
- Click on “Import Fund” to refresh your external mutual funds.
- Follow the Same Import Steps:
- A modal will appear, and you can follow the same steps as mentioned above to sync your funds again.
That’s it! Your external mutual fund investments will be updated and visible on your dashboard.
To import your external mutual fund investments from your Consolidated Account Statement (CAS) linked to your phone number or email. Follow the steps below:
For Users Importing External Mutual Funds for the First Time:
- Find the Import Card on the Home Tab:
- If you haven’t synced your external mutual funds yet, you will see an “Import External Mutual Funds” card at the top of your Home tab.
- Click on this card to begin the process.
- Review the Import Modal:
- A pop-up modal will appear, explaining that your mutual funds will be fetched from CAS linked to your phone number.
- If needed, you can change the phone number or use an email instead.
- Once verified, click “Proceed”.
- Enter OTP to Verify Your Request:
- You will receive an OTP from MF Central on your registered phone number or email.
- Enter the OTP and click “Continue”.
- Wait for Your Investments to Sync:
- The system will now fetch your mutual fund data, which may take up to a minute.
- You can either wait or exit—once the sync is complete, you will receive a notification.
- Your external mutual funds will start appearing on your dashboard.
For Users Who Have Already Imported External Mutual Funds & Want to Refresh Them:
- Click the “Import Fund” Button on the Home Tab:
- Go to the Home tab and find the Product Holdings table.
- Click on “Import Fund” to refresh your external mutual funds.
- Follow the Same Import Steps:
- A modal will appear, and you can follow the same steps as mentioned above to sync your funds again.
That’s it! Your external mutual fund investments will be updated and visible on your dashboard.
