NSE/BSE/MFU Guides

Create new UCC using BSE Star MF Integration
If you have already created UCCs on BSE Star MF portal you can import them in Investwell Mint. Firstly, you need to download List of UCC registered with BSE...
Sat, 4 Jan, 2020 at 10:22 PM
Upload BSE UCC and Mandates of existing clients
Get UCC file from BSE Star MF portal by following these steps Login to BSE portal Go to Admin section Here click on Client reports Then click on Client...
Sun, 5 Jul, 2020 at 9:47 PM
Create a Mandate in BSE Mandate
In the Advisor portal of Investwell Mint Go to Invest Online Menu >> Profile list. After you have created the UCC, click on the Mandate amount column ...
Mon, 15 Mar, 2021 at 12:07 AM
Create IIN using NSEnMF integration
In your Advisor portal, all NSE related features can be accessed from the Invest Online menu. Profile list is where you canĀ  See all your IINs Create New...
Mon, 26 Oct, 2020 at 9:58 PM
Upload CAN and Mandates of existing clients
You can Bulk upload CAN holder information and MFU ePayEzz information in the sample formats provided in Invest Online >> Profile list menu. ...
Thu, 5 Mar, 2020 at 11:03 AM
How to do Video KYC for New Investors
You can complete the full KYC using the Video KYC feature in InvestWell Mint. The Video KYC feature is a part of the IIN/UCC/CAN creation process. You c...
Thu, 10 Dec, 2020 at 12:42 PM
Import CAN list from MFU
Kindly enter the same data in the below CSV sample format. Most of the fields are same as the Excel format you have given. Enter the Tax Status, Mode of hol...
Thu, 25 Feb, 2021 at 12:28 AM
BSE Purchase through Mandate
BSE has not given us the option to send Mandate details in the Purchase order request. However, there is another way that you can Purchase through Mandate. ...
Tue, 15 Jun, 2021 at 1:34 PM