Updating Portfolio : Tickertape

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Updating Portfolio

Dr. Milind Mokashi

started a topic 9 months ago

Currently only one broker can be connected with one Tickertape account at a time, therefor importing holdings from another broker is not possible at current stage. But how to update or delete previous broker ( angel one) & add new broker ( IDBI CPITAL)?? Please Guide Thanks & Regards Dr Milind Mokashi

1 Comment

Gayathri Ravi

said 9 months ago

Hi Milind,

Thank you for reaching out to us.

You can disconnect the broker from your end now, do check out this article for more details - https://help.tickertape.in/support/solutions/articles/82000610701-how-to-de-link-broker-account-from-tickertape-

Regards,

Tickertape