Steps to Start:
For Onboarding> Click onProfile> Click on MF
Enter the ARN> which will beverified with AMFI data.
Once done Choose AMCempanelled with
Activate the OnlineExecution by dragging the cursor on the right it will turn green
In case the subscriber isactive with BSE star the login credentials should be entered(Entering yourcredentials enables you to place
Online orders through BSEStAR. The orders placed through Fintso will also be visible in BSE StAR)
Automatic data upload
Activate the automaticdata upload by dragging the cursor on the right it will turn green
CAMS email id Password/Karvy email id password to be entered.
Entering your RTA emailand file password enables clients to view their updated portfolio on the appand through portfolio reports, irrespective of
whether the orders were placed through Fintso.