How to upload Folio Master Feed File : InvestWell Helpdesk

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Modified on: Sat, 15 Dec, 2018 at 9:57 PM

In Investwell ---> Upload ---> Folio Master Import

Select Registrar Cams(WBR9) , Karvy(MFSD211), Franklin(Investor Folio Detail), Sundaram (ER-16)

Select File from saved location and then Select Load option

Then select Match with Existing option..

Then Select START Option..

If there are any New or unmatch client then Select Create New Client

And select Start option..

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