Equities, ETF & NPS: We automatically fetch your Equities & ETF data once a day between 5 PM to 10 PM, except on weekends and holidays. Do note that we receive data only once the transaction has been settled, which can take up to 1 working day from the date of the transaction.
Mutual Funds: While we update the NAV of funds held by you daily. Your mutual fund holdings can be refreshed once every month, and can be triggered from inside Fold. Fold Plus users can refresh their mutual funds, 5 times in a month. To upgrade to Fold Plus please follow the instructions in the app or drop an email to upgrade@fold.money
To refresh your mutual funds holdings:
- Navigate to the Investment tab (third tab, next to the recurring calendar).
- You'll find a refresh status bar with two dots at the bottom of the screen.
- Tap on it to see when your next refresh is available.
- Select Refresh Mutual Funds Portfolio to update your holdings if a refresh is available.
Once done, we will fetch the latest data from your linked mutual fund accounts.