Mutual Funds FAQ 12

Submitted by cedgeadmin on Wed, 11/16/2022 - 04:33

Mutual Funds

Can I transact with other ARN folios?

This is an innovative facility offered to transact using the external folio. The investments held away through other ARN or distributors can be imported for a portfolio view using the fetch folio option.
Once the portfolio is updated, you can switch or redeem the schemes from our login and the transaction will be completed. Please note that any redemption in other ARN and DIRECT portfolios is possible through our system. However, the switch is available from any investment held in any other ARN number and there is no restriction on the number of ARN or transactions as far as they are held in the same PAN number reference of other service providers or distributors so that you can buy the investment through our portal without creating a new folio and will be able to track it with ease in our dashboard. Please note that you will be able to track only investments executed through us in this portfolio tracker.

You may use the facility similarly to redeem or switch investments through other ARN holders in this login to get seamless service.