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Blog FAQ Can I transfer mutual funds held somewhere else into Fisdom ? What is the process?

Can I transfer mutual funds held somewhere else into Fisdom ? What is the process?

Written by - Chitra Grace Marion

August 4, 2016 1 minute

Yes! We actively encourage it so that you can manage all your money in one place. After opening your account, you only need to send us soft copies of your existing account statements on documents@fisdom.com . We will send someone across will filled forms, for you to sign. This will complete the process, after which you can view your entire portfolio on our app / website.

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