How can I add SIP/STP/SWP transaction?

You can add SIP transactions for stocks and SIP/STP/SWP transactions for mutual fund.

To add an SIP transaction,

Go to “Add Transaction”

Select the account where you want to make your transaction entry

Add details of the 1^st transaction in the relevant fields

Click on “Convert to SIP transaction”

Add the details of the 2^nd installment onwards in the SIP tab

Click “Submit”, and your SIP instalments will be processed automatically on the scheduled SIP date

If there is a holiday on a particular scheduled date, then your SIP transaction will be processed on the next day, according to the processes set in place by the mutual fund industry

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