Account Management
Track portfolios, manage accounts, update details
- What are the bank details for funding PMS account?
- Invoice and Audited Reports
- Is there a STP (Systematic Transfer Plan) available to invest in Marcellus' PMS?
- Systematic Investment Plan (SIP) FAQs
- How can I access my PMS account online?
- What is the 'Gains/Loss Prior to Takeover' number in my portfolio performance statement?
- When, and how often, can I change fee plan of my PMS account?
- How can I top-up (add more funds to) my account
- Dividend receivable
- How do I withdraw / redeem part of my holdings from PMS account.
- Why are the holdings and transaction reports of LCP portfolio not available / out of date on online portal?
- What is the process for transferring stocks to PMS Account
- What is the minimum amount for redemption?
- What is the process to close my PMS account?
- Is there an exit load to be paid when closing PMS account?
- Why do you do rebalancing of portfolios?
- I forgot my password for online account access. How do I reset?