Stocks

tip

Refreshing stock brokers follow similar procedure as importing stock brokers

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 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 , Wait for few seconds while you are redieredcted to specific brokers login page

Step 6

Now Proceed with importing Steps using Your Broker credentials & sync the assets from your broker