{"id":8960,"date":"2024-04-05T17:36:37","date_gmt":"2024-04-05T12:06:37","guid":{"rendered":"https:\/\/www.rankmf.com\/knowledge-center\/?p=8960"},"modified":"2024-04-05T18:02:43","modified_gmt":"2024-04-05T12:32:43","slug":"how-to-map-your-family-with-your-rankmf-account","status":"publish","type":"post","link":"https:\/\/www.rankmf.com\/knowledge-center\/how-to-map-your-family-with-your-rankmf-account\/","title":{"rendered":"How to map your family with your RankMF Account?"},"content":{"rendered":"\n
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We have added a dedicated section for Family Mapping on your RankMF Dashboard. <\/p>\n\n\n\n

Within this section, you can effortlessly map your family members’ RankMF accounts and easily switch between them to view and track their mutual fund investments. This will help you to make informed investment decisions by gaining insights into your family’s investment portfolio.<\/p>\n\n\n\n

Here’s a step-by-step guide on how to map your family and view their investment portfolios from your RankMF account:<\/p>\n\n\n\n

Step 1 -Visit the <\/strong>RankMF<\/strong><\/a> Website
<\/strong>Visit the RankMF website and click on the Login <\/strong>button you see at the top left corner. You will be redirected to the login page. Please enter your email address<\/em> and password <\/em>to log in.<\/p>\n\n\n\n

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Step 2 – Family Mapping<\/strong><\/p>\n\n\n\n

Go to the My Investments<\/strong> tab located on the taskbar. Once there, select the Family Mapping <\/strong>button you\u2019ll see on the sub-taskbar.<\/p>\n\n\n\n

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Step 3 – Add family member<\/strong><\/p>\n\n\n\n

Please enter the Client Code <\/strong>and select the Family Relation<\/strong>. Then, click on the Send OTP & Add Client<\/strong> button. Kindly ensure that the OTP is verified by the member you’ve added.<\/p>\n\n\n\n

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Step 4 – Switch Users<\/strong><\/p>\n\n\n\n

To view the RankMF holdings of your family members, you can simply click on the Switch User <\/strong>button. On the following screen, you can check their portfolio summary. In addition, you can also initiate investment or redemption orders on behalf of the user, provided that the user completes the OTP verification process.<\/p>\n\n\n\n

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Step 5 – Switch to the Parent Account<\/strong><\/p>\n\n\n\n

To switch to the parent account from a sub-account, click on the Family Mapping <\/strong>button page from the sub-taskbar. Next, click on the Switch to DP12345 <\/strong>button. (Please note, the client code i.e DP12345 is subject to change as per the parent account) <\/p>\n\n\n\n

A pop-up will appear asking for confirmation of the switch. Kindly click on “yes” <\/strong>to proceed and you’ll be taken to the parent account.<\/p>\n\n\n\n

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Explore the Family Mapping <\/strong>feature by logging into your RankMF Account<\/a>. <\/p>\n\n\n\n

We hope this article was helpful.<\/p>\n","protected":false},"excerpt":{"rendered":"

We have added a dedicated section for Family Mapping on your RankMF Dashboard.  Within this section, you can effortlessly map your family members’ RankMF accounts and easily switch between them to view and track their mutual fund investments. This will help you to make informed investment decisions by gaining insights […]<\/p>\n","protected":false},"author":22,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[342],"tags":[1266],"amp_validity":null,"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/8960"}],"collection":[{"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/comments?post=8960"}],"version-history":[{"count":6,"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/8960\/revisions"}],"predecessor-version":[{"id":8992,"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/8960\/revisions\/8992"}],"wp:attachment":[{"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/media?parent=8960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/categories?post=8960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rankmf.com\/knowledge-center\/wp-json\/wp\/v2\/tags?post=8960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}