Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.
Read through to discover the exciting changes we’ve made just for you.
Feature Updates
NSE Invest Integration Now Live on Investwell Mint:
We are excited to announce that the new NSE Invest integration is now live on Investwell Mint. You can access it directly through both the Mint Web platform and the Mint Mobile app.
For those using custom mobile apps, the updated version will be available within a week.
What’s New?
IIN has now been renamed to UCC (Unique Client Code).
NSE’s backend software has been updated, so you may notice some differences in the NSE Web Login.
Distributors can now create and assign their own UCC numbers while registering an investor.
UCC is unique to each distributor. If an investor shifts to another distributor, they must create a new UCC and a fresh mandate.
Where to Find:
Log in to Investwell
Dashboard > Invest Online NSE Invest
Updates in CAS Import via OTP:
To use the CAS Import via OTP feature in Mint, you need to import the credentials provided by MF Central.
Send an email to any of the IDs mentioned below requesting your CAS credentials in JSON format:
Upload the received JSON file to Mint. (Only JSON files are supported.)
Where to Find:
Log in to Investwell
Settings > MF Central Credentials > Upload File
Note: Until this step is completed, the CAS Import via OTP feature will not work in Mint, displaying an error that this Service is temporarily suspended by MF Central.
6 New PMS Added in Mint:
We’ve expanded our PMS offerings in Investwell with the addition of six new PMS providers:
First Global
Wallfort
Seers
TCG
Bay Capital Investment Advisors Pvt. Ltd.
Renaissance
These additions give you even more choice and flexibility while managing investments through Mint.
Add PMS Credentials:
Log in to Investwell
Settings > PMS Credentials > Add Credentials
New Update for Aggregator API Users:
With this update, Aggregator API users can now open the Order Placing Form directly from the Additional Transaction Menu through SSO redirection.
Simply pass the ISIN and Folio Number in the URL to access it seamlessly.
For detailed steps and examples, please refer to the official API documentation here:
Prashant Verma
Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.
Read through to discover the exciting changes we’ve made just for you.
Feature Updates
NSE Invest Integration Now Live on Investwell Mint:
We are excited to announce that the new NSE Invest integration is now live on Investwell Mint. You can access it directly through both the Mint Web platform and the Mint Mobile app.
For those using custom mobile apps, the updated version will be available within a week.
What’s New?
IIN has now been renamed to UCC (Unique Client Code).
NSE’s backend software has been updated, so you may notice some differences in the NSE Web Login.
Distributors can now create and assign their own UCC numbers while registering an investor.
UCC is unique to each distributor. If an investor shifts to another distributor, they must create a new UCC and a fresh mandate.
Where to Find:
Log in to Investwell
Dashboard > Invest Online NSE Invest
Updates in CAS Import via OTP:
To use the CAS Import via OTP feature in Mint, you need to import the credentials provided by MF Central.
Send an email to any of the IDs mentioned below requesting your CAS credentials in JSON format:
krishnadeep.chireddy@kfintech.com
sunilkumar.n@camsonline.com
anish.sawlani@camsonline.com
prateek.mantri@kfintech.com
Upload the received JSON file to Mint. (Only JSON files are supported.)
Where to Find:
Log in to Investwell
Settings > MF Central Credentials > Upload File
Note: Until this step is completed, the CAS Import via OTP feature will not work in Mint, displaying an error that this Service is temporarily suspended by MF Central.
6 New PMS Added in Mint:
We’ve expanded our PMS offerings in Investwell with the addition of six new PMS providers:
First Global
Wallfort
Seers
TCG
Bay Capital Investment Advisors Pvt. Ltd.
Renaissance
These additions give you even more choice and flexibility while managing investments through Mint.
Add PMS Credentials:
Log in to Investwell
Settings > PMS Credentials > Add Credentials
New Update for Aggregator API Users:
With this update, Aggregator API users can now open the Order Placing Form directly from the Additional Transaction Menu through SSO redirection.
Simply pass the ISIN and Folio Number in the URL to access it seamlessly.
For detailed steps and examples, please refer to the official API documentation here: