How to Change or Update my Details

How do I change my address?

You can change your address by following the below procedures.

1. Log in to your Scripbox account
2. Click on Profile–>Settings–>Manage Family
3. Click on your name
4. Click on Address–>Permanent Address–>Edit and submit. Once done, request you to send the physical documents given below to our office address
5. Signed Address change request form, KYC Details change form and the Supplementary CKYC form received on your registered email ID.
6. True Copy – i.e either notarised or attested by Gazetted Officer/Banker with name, designation and seal  (preferably bank registered in Scripbox account) – of your PAN Card with self-attestation  
7. True copy – i.e either notarised or attested by Gazetted Officer/Banker with name, designation and seal  (preferably bank registered in Scripbox account)- of your address proof with self-attestation. e.g. Aadhar card, driver’s licence, passport, voter ID card, Utility Bills like Latest Landline Bill/ Latest Electricity Bill/Latest Gas Bill/ Bank Statement or Passbook with transactions sheet 

Note: You may email the clear colour scanned copy of the following documents to help@scripbox.com or you can Whatsapp it to us on +91-8884448026 for verification and confirmation before couriering the same to our office address.
It will take approximately 4 weeks for your address to be updated with all the mutual fund companies.

How do I change my contact number?

You can change your phone number by following the below procedures.

1.  Log in to your Scripbox account
2. Click on Profile tab > Personal Information under profile settings
3. Click on Mobile number
4. Enter your new Mobile number 
5. On clicking “Update”, you will be prompted to confirm if a change in mobile number linked to your investments is required 
6. If not, your mobile number with Scripbox will get updated after verifying the OTP sent to your updated mobile number. 

Once done, please email the clear colour scanned copy of the signed contact number change form received on your registered email ID and a signed copy of your PAN to help@scripbox.com or you can Whatsapp it to us on +91-8884448026.

While we process the request with soft copies, request you to share the physical copies of the documents to our office address. 

Scripbox India Pvt Ltd, Indiqube @ The Leela Galleria, 3rd Floor, No. 23, Old Airport Road, Bangalore- 560008

It will take approximately 1 week for your new number to be updated in ours and the mutual fund companies’ records. After this process is complete, all text messages will go to your new number.

How do I change my email ID?

You can change your email ID by following the below procedures:

1. Log in to your Scripbox account
2. Click on Profile tab > Personal Information under profile settings
3. Click on Email
4. Enter your new email 
5. On clicking “Update”, you will be prompted to confirm if a change in email linked to your investments is required 
6. If yes, your email with Scripbox will get updated after OTP verification and you will receive an ‘Email Change’ form on your updated email address
7. You will have to sign this ‘Email Change’ form and share a scanned colour copy with us. You will also need to share a self-attested copy of your PAN. You can either email these documents to us at help@scripbox.com or Whatsapp it to us on +91-8884448026

It will take approximately 1 week for your new email address to be updated in ours and the mutual fund companies’ records. After this process is complete, all emails will go to your new email ID.

How do I change my bank details? What are the documents required for a change in bank account?

You can change your bank by following the below procedures.

1. Log in to your Scripbox account
2. Click on Profile–>Settings–>Manage Family
3. Click on Change Bank 
4. Click on your name
5. Click on Bank–>Edit and submit (Once done, please share the physical copies of the following documents with us: )
   • Self-signed pre-filled bank change letter received on your registered email ID. 
   • Cancelled cheque leaf with your name printed on it of the NEW BANK ACCOUNT. 
   • Cancelled cheque leaf with your name printed on it of the OLD BANK ACCOUNT. 
   • A Self-signed PAN card copy.

It usually takes around 10 working days to update your bank account details with the mutual fund companies once we receive the above documents from you. 

Note: 

• During this period, you will not be able to invest or withdraw. This is to ensure that the wrong bank account does not get used.
• There might be additional documents required if any of the mutual fund houses requests for it. We will reach out to you in that case.  
• If you have a cheque without a name printed, along with the cheque, you can provide a recent 3-month detailed bank statement with the bank seal and signature of a bank employee with the employee name, employee code and designation mentioned.
• In case your old account is closed, and you do not have a cheque with your name printed for the same, please provide a closure confirmation letter on the bank’s letterhead with the seal and signature of the bank official.

Once all the mutual fund houses update your new bank details, you will receive a confirmation email from Scripbox. Thereafter you can instantly link your bank account using Internet banking if you have added a bank account from the listed banks. Otherwise, share a clear scanned image of the self-signed link-your-bank-account form received on your registered email ID at help@scripbox.com or WhatsApp us at +91-8884448026.

(Only for Paper Bank Linking Form – It usually takes another 20 working days to link your bank account for automated investments once your bank account details are changed.)

Note: Whenever any change of bank details request is received simultaneously with or just prior to the submission of a redemption request, mutual funds allow a cooling period of ten days as a matter of precaution against unauthorised/fraudulent transactions. You will be able to place a redemption request once the cooling period is over.

How do I get spelling mistakes corrected with my name? Ex: Swetha Pandit becomes Shweta Pandit (spelling mistakes)

Please find the list of documents required for name correction:

1. Upon request you will receive “change KYC” form in your registered email ID. Photo Needs to be affixed on the KYC form and cross signature on the photo & at the designated place. Also kindly fill in the mandatory fields in the KYC form.
2. Please share the cancelled cheque leaf with your name printed on it of your new bank account. (In case if your name is not printed on the cheque leaf, then you can provide a recent bank statement with your name, bank account number & bank address details mentioned on it)
3. A signed copy of your PAN card (with your name printed on it)
4. Any document with your name having registered address e.g. KYC acknowledgement letter with address, Passport copy, Election card copy, Aadhar card copy, Utility bills copy, Driving license copy, Registered bank statement copy (All documents to be attested in original)
5. A name change request letter & signed by you. 
6. Print, sign and mail (or courier) the change KYC document along with other documents mentioned above back to us, so we can update the information in our records and also with the KYC registration agencies. 

Note:

It usually takes around 4 weeks to get your new name updated with the KYC agency, all the mutual fund houses where you have invested & with Scripbox 

I recently got married, due to which my name got changed. How do I update it for my investments made with Scripbox?

Please find the list of documents required for name change due to marriage: 

1. A signed copy of your new PAN card (with your new name printed on it)  
2. Marriage certificate duly verified and attested by Notary
3. In case of signature change: Attestation with the bank seal/stamp clearly indicating the name, designation, employee code and signature from the bank manager of the Bank confirming the Investors Name, Bank branch, Account number and Signature. Ensure this is the same bank account which you have invested with Scripbox. We will share the format with you. 
4. Upon request you will receive “change KYC” form in your registered email ID. Photo Needs to be affixed on the KYC form and cross signature on the photo & at the designated place. Also kindly fill in the mandatory fields in the KYC form.
5. Bank cheque with new name
6. A name change request letter & signed by you. 
7. Print, sign and mail (or courier) the change KYC document along with other documents mentioned above back to us, so we can update the information in our records and also with the KYC registration agencies. 

Note:

• 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 usually takes around 4 weeks to get your new name updated with the KYC agency, all the mutual fund houses where you have invested & with Scripbox.

I have recently gone through a divorce process, due to which my name got changed. How do I update it for my investments made with Scripbox?

Please find the list of documents required for name change due to divorce: 

1. Self-attested copy of PAN card in the changed name
2. Court order duly notarized (Divorce copy)
3. In case of signature change: Attestation with the bank seal/stamp clearly indicating the name, designation, employee code and signature from the bank manager of the Bank confirming the Investors Name, Bank branch, Account number and Signature. Ensure this is the same bank account which you have invested with Scripbox. We will share the format with you. 
4. Upon request you will receive “change KYC” form in your registered email ID. Photo Needs to be affixed on the KYC form and cross signature on the photo & at the designated place. Also kindly fill in the mandatory fields in the KYC form.
5. Bank cheque with new name
6. A name change request letter & signed by you. 
7. Print, sign and mail (or courier) the change KYC document along with other documents mentioned above back to us, so we can update the information in our records and also with the KYC registration agencies. 

Note:

• 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 usually takes around 4 weeks to get your new name updated with the KYC agency, all the mutual fund houses where you have invested & with Scripbox.

I have made the investments in my child’s name (minor’s name). Now how do I change my child’s name with mutual fund houses & with Scripbox?

Please find the list of documents required for a minor: 

1. Request letter by the Guardian 
2. Proof of new name of the minor (any one of the following documents: • Birth Certificate of the minor • School leaving certificate • Mark Sheet issued by Higher Secondary Board of the respective states, ICSE, CBSE, etc. mentioning name of natural guardian (with relation) • Passport of the minor) attested by the guardian.

Note:

• 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 usually takes around 4 weeks to get your new name updated with the KYC agency, all the mutual fund houses where you have invested & with Scripbox. 

Can I skip a month or change my investment date? Are there any charges to do this?

Yes, you can change your investment date or amount to suit your requirements. You can even skip a month if you need to. There is no cost to you – it’s your money after all.

Note: It is always recommended that, if you wish to skip/cancel/modify your investment instructions then you could do the same by logging in to your Scripbox account at least 3 working days prior, or else the investment instruction will be processed.

I have started with my investments with Scripbox, how do I add or change my nominee details?

If you have started with your investments, you can modify nominee details by following the below procedures.

1. Log in to your Scripbox account
2. Account and Family information
3. Click on Edit Nominee 
4. Click on Edit & modify and/or add your nominee details.
5. Click on Submit.

Once done, please email the clear colour scanned copy of the signed nominee change form received on your registered email ID to help@scripbox.com or you can Whatsapp it to us on +91-8884448026.

Please Note: Under certain circumstances, the Mutual Fund Company may ask for a physical copy of your documents for further verification. We will reach out to you in that case.

It will take approximately 2 weeks for the new nominee to reflect in your Scripbox account and with the mutual fund companies.

I have not yet started with my investments with Scripbox, how do I change my nominee details?

If you have not yet started investments with Scripbox you can change your bank details by following these steps:

1. Login to your Scripbox account 
2. Click on Account & Family information
3. Click on Change Nominee 
4. Click on Edit
5. Modify the existing nominee details if required OR go to step 6
6. Click Add more & enter your nominee details
7. Click on Save

Your nominee details will be updated successfully in couple of hours.  You don’t have to share any further documents with us.

I changed/added my Fingerprint/Face ID on the device recently. Do I have to enable the new Fingerprint/Face ID for payment again?

Yes, you need to enable the new Fingerprint/Face ID again in your Scripbox app by entering your Scripbox PayPIN while making your next payment.

What if I forget or want to change my Scripbox PayPIN?

You can setup a new Scripbox PayPIN by clicking on ‘Forgot PayPIN’ button on the Minkasu Repeat Payment screen. You will be re-directed to the bank’s Net Banking login Screen and you would have to go through the onboarding process again to setup a new Scripbox PayPIN.

What if I want to change my Scripbox PayPIN but the phone number I used to register for the Scripbox /bank is no longer in use?

Please make sure that you have updated your new phone number with your bank and in your Scripbox app. Once the phone number is updated by Scripbox and your bank, you will be automatically taken through the One Touch payment onboarding process again while making your payment in the Scripbox app.

I am moving from India to abroad for a job or to study. Do I need to change my status to an NRI? How do I do so?

Once you become an NRI, you have to inform us. (Your resident status will be changed to NRI once you have typically completed 182 days after you have moved abroad. This is a regulatory requirement.)

In order to invest with the resident status as NRI you need to have an NRO bank account in India. Once your NRO bank account is ready, request you to create a new Scripbox account by adding yourself as a family member in your Scripbox account, add the new NRO bank account & with the Resident status as NRI. 

Once your new Scripbox account is created, request you to contact us at help@scripbox.com / +91 9243-200-042 / chat and we will help you with the account activation process. 

Here is the list of documents required for your account activation process:

1. Paste your passport size photograph on the pre-filled KYC form received on your registered email ID, sign across the photograph & at the designated box on page 2. 
2. Self signed copy of your PAN card. 
3. Self signed copy of your overseas address proof – any government issued address proof (e.g. driver’s license) will do. If you do not have any overseas address proof, an acknowledgement from the Indian embassy or consulate in that country, stating your current overseas address, will also suffice. 
4. Self signed copies of the address pages of your valid Indian passport. 
5. Video selfie for KYC (Record a video by facing the camera for 5 seconds). 
6. A canceled cheque leaf (with your name printed on it) of the NEW bank account (NRO  bank account). If you don’t have a check with your name printed, you can provide a recent 3-month bank statement with the seal and signature of a bank employee with employee code and designation mentioned.

Note: Few Mutual Fund Companies require the original cancelled cheque along with the recent 3-month bank statement, in-case if you don’t have a cheque with your name printed on it.

• Self-signed copy of Resident change form (Please contact help@scripbox.com for this).
• Self-signed link-your-bank-account form received on your registered email ID. If you have added a bank account from the listed banks, then you can instantly link your bank account using internet banking. 

Note: 

• Your phone number and email ID will be verified via OTP.
• As per the latest regulatory requirement, you will be able to get your KYC registered only when you are physically present in India.

It usually takes around 1 working day to get your “Scripbox account with the resident status as NRI”, activated i.e. once we receive the above documents from you (with no discrepancy(s)). However, we highly suggest that you continue with your investments once the entire process of Resident Status Change is completed. 

Below are the documents required for the folio movement from Resident Indian to NRI:  

• A cancelled cheque leaf (with your name printed on it) of the OLD bank account.If you don’t have a cheque with name printed, you can provide a recent 3-month bank statement with the seal and signature of a bank employee with employee code and designation mentioned.
• Request letter duly signed by you to move all your Folios to the updated resident status as Non Resident Indian account. (We will share the format with you.)

The change of resident status usually takes 4 weeks from the time we have received the complete set of documents.

Note:

• 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).
• Please note the investments you made when you had a Resident Indian savings bank account will also be shown when you login to Scripbox. However, if you now choose to withdraw those investments: 
  • Scripbox account registered with NRO bank account: The proceeds will be credited into your NRO bank account. 
  • Scripbox account registered with NRE bank account: These proceeds cannot be credited into your NRE bank account as that would not comply with foreign exchange laws in India. The withdrawal can be processed only to an NRO bank account. Scripbox will assist you in getting your NRO bank account updated at your folio for this purpose. 

Hence it is highly recommended that you add a new NRO bank account.

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