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:
Open the Wealth tab in the Scripbox app
Scroll to the bottom of the screen
Under track option
Click on add your external investments
Choose which investor's mutual funds to import and click on continue
Select Add External Investment
Choose Mutual Funds and click on Continue
Enter your phone number or email ID, along with your PAN
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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