Migration issues and resolutions for those who were part of Upwardly.
Which are the features that I will be missing out because of the migration? And what new feature will I get using Scripbox?
For a detailed list of new features and also what’s not there, please click here.
What will happen once the migration is completed?
Once migration is complete, all your investments will be managed by the unified Scripbox and Upwardly team. The time-tested algorithms of portfolio management (Portfolio Scan and Annual Rebalance) will now apply to all your investments. Our endeavour is to keep...
Where can I find mutual funds in the Scripbox app or website?
You can find mutual funds under the various plans listed within your dashboard. For curated equity funds you have long term wealth, for debt funds you have short term money, for liquid funds you have emergency fund, and for ELSS...
Will my folio numbers be the same?
Yes. Your folio numbers will remain the same as they were at Upwardly.
Will my SIPs continue? Can I invest in all the same funds that upwardly used to offer?
Yes, your SIPs will continue and you can invest in the same funds going forward. There are restrictions (dividend payout, dividend reinvestment, fixed maturity plans, no lump sum investment funds) in the funds that Scripbox offers and if you have...