Aadhar Linking Missing - Compliance Report

Overview

In the compliance report, When you select Aadhaar Missing from the dropdown, Investwell Mint displays all folios where the PAN-Aadhaar linkage is incomplete. You’ll see each folio alongside the scheme name, investor details (including PAN and AUM), multiple Aadhaar fields for joint or guardian records, and a tax-status flag—so you know exactly which accounts need attention.

Click Refresh Data from RTA to fetch the latest CAMS/KFintech status.

Why It Matters

Without linking PAN and Aadhaar, transactions in these folios are blocked until the linkage is completed.

Action Steps

1. Identify Folios
   
   

   • Check the list to see which folios need linking.
     
     

2. Link Online
   
   

   • Visit the Income‑Tax e‑filing portal, select Link Aadhaar, enter details, and verify via OTP. 
     
     

3. Verify & Refresh
   
   

   • Once confirmed by the Income Tax department, you can return to Investwell Mint and refresh the Compliance Report, where cleared folios will no longer appear.