How do I convert my existing portfolio units to ICICIdirect.coms portfolio?
You can transfer in your existing mutual fund units to your ICICIdirect.com account by filling a Transfer-in request form which is available on the site. However this facility of Transfer-in can be availed only if you’re a sole holder in the physical units else your request cannot be processed. Transfer In request can be placed through the “Transfer In” link under the Purchase hyperlink of the Mutual Fund page. Fill in the existing folio number alloted for that scheme. Thereafter you need to take a printout of the duly filled form and forward it to ICICIdirect.com. In case of transfer-in of dividend schemes, the dividend re-investment option will by default be activated and will appear as “Y”. In case the dividend re-investment option as per your records is dividend pay-out “N”, to change the dividend re-investment option you can use the modify dividend re-investment hyperlink. The units are converted to electronic form within 15 days. You can check the status of your request the TI Bo