I want to transfer all the mutual funds from my current broker to Angel One. What are the steps I can follow to do this?
@VSonar to transfer the mutual fund units from the current brokers demat to Angel one demat you need to submit your copy of CMR to your broker asking them to transfer the MF units to Angel one Demat account.
This process can only be carried out by your old broker.
If your mutual fund units are in physical format you need to submit Change of Broker (COB) form to respective Asset Management Company (AMC)/ Registrar and Transfer Agent (RTA).
Thanks for the information @rishit.dedhia13.
What is the ARN of @AngelOne ?
ARN code of Angel One is ARN-77404