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

Modified on Thu, 16 Nov 2023 at 12:51 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 and click on “Track external investments”.
  3. If you have added multiple family members, please select which investor's Mutual Funds you would like to import.
  4. Click on "Add External Investment" button. You will see 2 options, select "Mutual Funds" and click on Continue.
  5. You will be asked to enter a phone number OR email ID, along with your PAN (these may be prefilled for you if we know these details already).
  6. Enter the correct 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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