In order to get registered for online access, your email address, Pan and KYC details must be updated in that folio, else you can't able to create online access, if any of above information is missing then you can't go ahead, so first thing to do is to update your email address and Pan details in your all SBI mutual fund folios
How to do that: You have to Submit form
Updation of Pan and KYC details form for SBI (in word doc.)
Form to update Account Information (in word document)
Updation of Pan and KYC details form for SBI (in word doc.)
Form to update Account Information (in word document)
FORM TO UPDATE ACCOUNT STATUS
Dear
Sir/Madam,
I
/ We request you to update the following details in your records.
Name:
Folio
No
Tele No. (Res)
Mobile
No: Email ID
Update Pan and Know Your Client
(KYC) details
Know
Your Client (KYC) is mandatory with effect from 1st January, 2011 for all
investments in Mutual Funds. I / We am / are herewith enclosing the copy of
the KYC acknowledgement issued by CDSL Ventures Limited for updation of
records.
Please
update my pan and kyc details.
Folio number
|
1st Holder
PAN & KYC Status
|
2nd Holder
PAN & KYC Status
|
3rd Holder
PAN & KYC Status
|
Receipt of communications through
E-Mail (E-mail address is mandatory)
I
/ We wish to OPT / DO NOT OPT
($$) to receive Statement of Accounts, Annual Reports, News Letters and
other mandatory communications sent by SBI Mutual Fund in electronic format via
e-mail to my registered e-mail ID / e-mail ID furnished above / registered in
your records.
Signature/s (as per Mode of Holding
in Folio):
__________________________ _________________________ ________________________
1st
Applicant / Guardian / 2nd Applicant 3rd Applicant
Authorised
Signatory
Step by Step Process
1. Visit SBI mutual fund website-
2. Click on Register now (option available on left hand side)
3. Generate instant FPIN online
If you have 4-5 folio's in SBI Mutual Fund then you need to generate FPIN of all folio's, but create only one user id and add all other folio's by using manage/add other folio's.
As this results in having all information under one user id and one password of all your investment in SBI mutual Fund.
How to Generate Instant FPIN Online
Activating your SBI MF account is simple and convenient.
Follow three simple steps of:
Follow three simple steps of:
Step 1:Please enter your folio number and email address registered in the folio below.
Step 2: Online Verification of account details.
Step 3: Use the FPIN to activate the account.
Step 2: Online Verification of account details.
Step 3: Use the FPIN to activate the account.
After this you get email with FPIN and FOLIO No.
4. Create USER ID and PASSWORD
After creating FPIN - next step is creating user id, click the link, follow the process and create user id and password
This information is also available here
5. How to track all folio's under one login
In order to manage all folio's under one user id, first thing is generate fpin of all folio's
You need to click the option manage Accounts and first generate FPIN
IF FPIN is already generated then
click on to map the folio
And this way you can map your folio's in one single id
Important point- If kyc is not updated in your sbi mutual fund folio
You can see complete details after in one user id. But, if your kyc status is not updated in that folio then you can use only Redeem and SWP options for transactions, but you can't able to purchase, switch or do STP in that folio, below image will give you clear idea as kyc is failed in one folio, that result in limited access to transact in that folio.
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