How can I log in to my client’s mutual fund account using MF Login on the Partner Portal?
Each client’s profile has an MF Login button that opens the client’s mutual fund account. Use it to place requests such as redemption, switch, STP or SWP for the client, which are not available from Invest in MF.
Where to find it: Clients > View Details > MF Login
Steps
- Click Clients in the left menu.
- Click View Details under the client’s name.
- Click MF Login at the bottom of the profile.
- Place the request in the client’s account. The client completes the two-factor authentication to confirm it.
Still have questions? We've got you
Just raise a ticket and our support team will get back to you with exactly what you need.