How can I transfer my existing portfolio to Scripbox?
Here are the steps to transfer your investments from your existing distributor to Scripbox.
- Create a Scripbox account
- If you don’t have your Scripbox account, request you to create your Scripbox account. Once it is ready we will verify & activate your account.
- If you already have a Scripbox account, you don’t have to register again.
- Transfer request form:
- Please contact us to help you with the Transfer form(s).
Once done, please email us the clear colour scanned copy of the following documents with us at firstname.lastname@example.org or you can Whatsapp it to us on +91-888444802:
- Signed Transfer form(s)
- Signed PAN card copy.
If you don’t have a printer handy, please contact us and we will courier the documents to you for you to sign on them.
There might be additional documents required if any of the mutual fund houses requests for it (we will keep you posted in case if any).
It will take around 7 to 10 days to process your requests with the mutual fund company(s).