Can I transfer mutual funds held somewhere else into Fisdom? What is the process?

Yes! We actively encourage it so that you can manage all your money in one place. After opening your account, you only need to send us soft copies of your existing account statements on documents@fisdom.com . We will send someone across will filled forms, for you to sign. This will complete the process, after which you can view your entire portfolio on our app / website.

If you still need help, send us email.