Getting Started-Post Subscription-Mutual Fund Tab

Getting Started-Post Subscription-Mutual Fund Tab

Steps to Start:

For Onboarding> Click onProfile> Click on MF

Enter the ARN> which will beverified with AMFI data.
Amc’s
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
Choose RTA
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.






    • Related Articles

    • Getting Started-Subscription

          Steps to Start:     For Onboarding> Click on Profile:     Subscription Tab will be enabled once essential information is filled.     On Subscription Tab - Subscriber Can view "Buy Now"     Once Click on Subscription Tab - System will take to ...

    • Getting Started-Post Subscription-Global Investment

      Steps to Start: For Onboarding> Click on Profile: Global Investment (GI)TAB   Click on the TAB accept agreement.

    • Getting Started-Post Subscription- Fixed Deposit

      Steps to Start: For On-boarding> Click on Profile: Click on Fixed Income TAB Kindly ensure that the PAN registered with Mahindra Finance is the same as under the Fixed Deposits section in your Profile in Fintso. The PAN will be shared with Mahindra ...

    • Getting Started-Post Subscription-User Organisation

      Steps to Start: For Onboarding> Click on Profile: User and organisation: Add Branch> Subscriber can add as many branches under Add branch option. User> Can be add per the plan taken.

    • Getting Started-Profile-Client Experience

      Steps to Start: For Onboarding> Click on Profile:    Brand>Upload Logo (if any) Brand Display Name> Save  Website