Importing Mutual Fund Statements Archives - Page 3 of 4 - Invest Plus

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 Birla Sun Life 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.
May 4, 2019
Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund Statement Import

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 […]
May 3, 2019
Reliance Mutual Fund

Reliance Mutual Fund Statement Download and Import

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 […]
May 3, 2019
IDFC Mutual Fund

IDFC Mutual Fund Statement Download and Import

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 […]
May 3, 2019
hdfc mutual fund

HDFC Mutual Fund Statement Import

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 […]