eCAS

tip

Refreshing all brokers and holdings imported via eCAS happen in a single flow. The steps are similar to importing via eCAS

Step 1

Open InvestMates app from Your mobile, Go To Portfolio by clicking on bottom Nav Bar, & Tap on Holdings

Step 2

Click the Stocks displayed with assets integrated already

Step 3

Now switch to Broker View by switching the toggle displayed in the Stock screen

Step 4

Now click the 3 dot button in the broker which You need to Sync/Refresh

Step 5

Tap on the Sync displayed, and upload the current month's CDSL/NSDL PDF statement

Step 6

Enter the PAN Associated with it, Agree to the T&C, Click submit

Step 7

At the end click submit and wait for your broker accounts to get synced