Frequently Asked Questions (FAQs)

Currently, ETF syncing is available while adding your investment via Broker connect, CSV upload and Manual entry. ETF syncing via Account Aggregator is in our future roadmap. We appreciate your understanding and continued support.

To import your portfolio data seamlessly through the Account Aggregator, please go to the My Portfolio section in your account and create a new portfolio. Click on the portfolio, you will see different options to upload data, choose the AutoSync option. Enter your details as requested and complete the steps to import your Portfolio data via the Account Aggregator. Your portfolio holdings will be securely imported and kept up to date automatically.