Financial Education
Question #64
I have some mutual fund investments through another online channel. How do I transfer them to Fincare services?
To transfer a mutual fund holding that is currently being held through another online channel, you would first need to make it a ‘Direct’ holding. Only your current online channel can help you do this. Please contact the representatives of your current online broker, and request them to make your mutual fund holdings ‘Direct’. After that is done, you can log in to your Fincare services account, and follow the ‘Easy Transfer’ process.
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