How to Customize Karvy 201 Transaction Mailback to include All required fields : InvestWell Helpdesk

How can we help you today?

Modified on: Mon, 7 Nov, 2016 at 10:39 PM

Dear Advisor,

Please find instructions on customizing the format of Karvy mfs Transaction Mailback (MFSD 201) in the attached document.

This is essential to include all relevant columns required by InvestWell for accurate reporting of Portfolio Returns.

This setting is to be done once only. Any mailback obtained from now, will have the required coumns automatically,.

If you have any questions, please feel free to drop us a line.

Thank You.

Team InvestWell

docx

(1.23 MB)

Did you find it helpful? Yes No