How can I import my existing Mutual Funds investment with Scripbox?

Modified on Thu, 14 Nov at 5:31 PM

Scripbox has integrated with MFCentral to bring you your Mutual Funds instantly, simply by providing your PAN number and the mobile number associated with your investments. 


Steps to import Mutual Funds held outside Scripbox:


  1. Open the Wealth tab in the Scripbox app

  2. Scroll to the bottom of the screen 

  3. Under  track  option

  4. Click on add your external investments

  5. Choose which investor's mutual funds to import and click on continue

  6. Select Add External Investment

  7. Choose Mutual Funds and click on Continue

  8. Enter your phone number or email ID, along with your PAN

  9. Enter the OTP generated by MFCentral


That's it! It might take up to 5 minutes to complete importing your full Mutual Fund holdings list if you have a lot of investments.


Please note: If you try to import the Mutual Funds of any PAN that is not present in your account, you will be asked to tag it to an existing family member or add a new family member with that PAN. This is so that your Wealth calculations remain accurate.


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