Importing Mutual Fund Statements

Importing your Mutual Fund statements have become very easy with Invest Plus- Mutual Fund Management Software. Now have compete control over your statement. Below are the steps to import the statement:

1. In the software, click on ‘Mutual Funds’ tab and then click on ‘Import Transaction’ in it.
2. After that, click on ‘Download Plugin’.
3. Now, select Reliance Mutual Fund and download its plugin.
4. Then, go back in the software and select the Mutual Fund Plugin you downloaded.
5. Now, you have to select the file of statement from where it is stored in your computer. Enter the password for the PDF if needed
6. Match the fund name and save it.