How can I refresh my portfolio?
We automatically refresh your portfolio from your statements once a week. But you can refresh the same whenever you wish by following the steps below:
• Click on the '+' button
• Click on 'Add Existing Funds'
• Click on 'Refresh Portfolio'
Please note that there is a limit placed on this service by the fund houses. You can refresh your portfolio for a maximum of 5 times in a day and 25 times in a month.