What if My Broker not listed in Import Broker Bill Features?
If your broker not list in broker bill Import Features, then you can ask to your broker for a broker bill file and send on our support mail Id.
Generally new broker bill will format take 24hr to 48 hr to integrate in Invest Plus depending on Bill format and complexity,
Invest Plus Support four type of file format for broker bill to import
- Txt format (file can view in Notepad)
- Excel or .xls format (Ms Excel format)
- CSV (A Comma separated values file)
- HTML (file can view in any Internet Browser)
for more information you can mail on our support mail addres or create support ticket at http://support.investplus.in
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If the broker is not there inform the investplus team. They will quickly add it. For eg my geojit bnparibas financials services contract note was not there. I informed them and they quickly added.
Also for those who are doing the split it is easy:
Go to Actions under Corporate in Securities.
Select a date (for split it does not matter as it splits the shares on the same date of purchase).
Select the share
Select the ratio: THIS IS VERY IMPORTANT. For eg Sterlite got split into 2 shares. i.e if you held 1 share you will now hold 2 shares
So you have to put the ratio as 1:2 (for every 1 share you get 2). Click ok. Click Save.
You can even reverse it in history if you made a mistake (That is the best part I liked).
For Bonus, again the date is important here. If it is a 1:1 bonus i.e for every 1 share you get 1 share, then you put as 1:1 and say ok and save.
Voila all done.
Thanks : Mr. Subramanian,
Invest Plus Team is always with their customers if any support is needed. We welcome any suggestion and queries thats make Invest Plus flexible and useful for all.