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Client queries that are feature requests are put in this forum so that other InvestWell users can upvote this. The feature requests with the most upvotes get implemented first when developing our product.

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Birthdate field not available in Nomination Details - BSE Star MF

Posted by SHUBHCHINTAK, 21 days ago , Last Reply by Prashant Verma 11 days ago

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Confusion with Gain and overall gain calculation in mobile app

Posted by Vijaibabu, almost 2 years ago , Last Reply by Anuj Jain almost 2 years ago

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Financial Button option required in Transaction statement

Posted by Lakshmigain Securities(P) Ltd, over 4 years ago

CC or BC Client email to subbroker

Posted by Dilip Patel, almost 6 years ago , 2 votes

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Suggestions and needs

Posted by ZEN SECURITIES LTD, over 6 years ago , Last Reply by ZEN SECURITIES LTD almost 6 years ago , 1 vote

Minor to Major Alert

Posted by Dilip Patel, about 6 years ago , 1 vote

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Suggestion for Client Type

Posted by ZEN SECURITIES LTD, about 6 years ago

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SIP Date in Portfolio Return SIP summary

Posted by RAVI KALARIYA, over 6 years ago

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Brokerage Type Mapping

Posted by ZEN SECURITIES LTD, over 6 years ago

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Include Folio Remarks in summary with xirr

Posted by RBM Investment Services, over 6 years ago