Invest Plus Plugins for Mutual Fund Statement Import

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Invest Plus Plugins for Mutual Fund Statement Import

In order to import the statements of a mutual fund, you need to ensure that the plugin of that particular mutual fund is available with you. Follow these quick steps to download plugins of the mutual fund you want:

Go to the ‘Home’ tab in the software and from there, click on ‘Mutual Fund Transaction’ and then select ‘Download Plugin’.

Mutual Fund Plugin Download

Alternatively, you can go to ‘Mutual Funds’ tab and then select ‘Download Plugin’ from ‘Import Transaction’ tab.

From Plugin Manager box that appears, click on ‘Mutual Fund Statement’ and select the name of the fund whose plugin you want to download and click on ‘Download’ button.

From the same Plugin Manager, any plugin can be deactivated by selecting the fund name and clicking on the ‘Deactivate’ button.

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Check out the list of Mutual funds you can import through Invest Plus Software.

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