Mutual Fund holdings still shows after being transferred to Another account

General
1

I have transferred my mutual funds and stocks from Upstox to another broker. The stocks have been successfully moved and updated, but the mutual funds section remains the same and still shows all my holdings.
My Client Id - 33073379

1 Like
2

Hi @AVVARI_NAG_32692122,

Could you please raise a ticket https://upstox.com/contact-us/get-in-touch/?hl=en_US and share your ticket ID? Thanks.

3

Raised mamy tickets but no solution received

4

This with me also if you got any solution then tell me too please

5

May I know your ticket ID so I can check this, @HIMANSHU_14467396?

6

Re: [#9366284] Mutual fund discrepancy

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My Ticket ID: 9379479

8

Hi @HIMANSHU_14467396,

Thanks for sharing your ticket ID. Will check and get back.

9

Still waiting for your precious response mam… My issues not resolved yet…

10

Hi @HIMANSHU_14467396,

Your ticket ID 9366284 is currently being checked. I’ll get back to you as soon as I have an update. Thanks for your patience.

11

Hi Team
I am still awaiting your response as my issue remains unresolved.

12

Hi @AVVARI_NAG_32692122,

Your ticket ID 9379479 is being checked and I’ll get back to you as soon as I have an update, thanks.

13

HI @HIMANSHU_14467396,

Your ticket ID 9366284 is resolved. Please check and let us know, thanks.

14

It is same for many clients. Totally disgusting and harrassing. No fair system here in upstox, so leave asap after settlement which is also harrasing, and seems these kind of issues are created by them kept unresolved intentionally.

15

HI @APARNA_1753620,

Is there anything I can help you with? Let me know, thanks.

16

Tried to close upstox account, but the next step-button is kept disable/inactive (grey color) somehow, even though there is no any issue actually. First it was showing wrong mutual fund holding (which already transferred to another account) with non-transferrable/ not can be sold because of zero balnce, raised more than 10 ticketc with relevant images, communiacte in phoone many times but not resolved.
After that I transferred the mutual fund again back to upstox to resolve the problem, but now the mutual fund holding not showing in upstox even after 7 days from the date when settled by cdsl.

17

May I know the latest relevant ticket IDs so that I can check this internally? Thanks.

18

Hi Ushnota

Please update the status of ticket “9379479.” I have not seen any updates for quite a long time.

19

Hi Ushnota

Please update the status of ticket “9379479.” I have not seen any updates for quite a long time.

20

Sure, @AVVARI_NAG_32692122. I’ll check this with the relevant team and let you know, thanks.