InvestWell Helpdesk

Advisor Login - Using the Online Portfolio Viewer 6

• Master Zone - Client Search
• Master Zone - AUM Report
• Master Zone - Portfolio Returns
• Report Zone
• Admin Zone

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Setup Portal for Investing online 5

• Investing using NSE
• NSE MF online integration
• BSE StarMF Advisor Portal
• BSE SIP types for Paperless Investing
• BSE StarMF Investor Portal

Investor side 9

• DashBoard and Allocation Report
• How to do Online Sync from InvestWell ?
• Portfolio Menu - Summary
• Portfolio Menu - Returns
• Holding Report

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