1. Adding Fixed Deposits
Steps
Open Wealth and tap the Wealth icon at the bottom.
Tap Link Account and choose Fixed Deposit.
Enter the following details for each FD:
Bank or Corporate: Select from the list.
Entity: Choose the specific bank or corporation.
Amount: Enter your FD investment amount.
Interest Rate: Enter the interest rate for the FD.
Purchase Date & Maturity Date: Set the start and end dates.
Payout Frequency: Select whether interest is paid monthly, quarterly, etc.
Tap + Add More if you have multiple FDs to add.
Tap Add Investment to save the FD details.
Points to Remember
Double-check all FD details to ensure the correct amounts and rates are entered.
2. Reviewing and Linking FDs
Once you’ve entered all your FD details, preview your total FD value and returns.
Tap Link to return to the Wealth dashboard.
3. Editing or Deleting FDs
In Wealth, go to the FD card.
Tap on the FD holding you wish to edit or delete.
To edit: Adjust any of the FD details such as amount, rate, or dates.
To delete: Tap Delete to remove the FD holding from your portfolio.
Keeping your FD data up to date
Manual updates only: FD values and returns won’t auto-sync, so you’ll need to update or re-enter details when things change.
Frequently asked questions
I mistyped my interest rate—how do I fix it?
Use the Edit option from the FD card’s overflow menu to correct any field.My FD still shows after deletion.
Pull down to refresh the Wealth screen. If the issue persists, try again or contact support.Can I import FDs automatically?
Not at the moment. Manual entry is the only supported method for FDs.
Need help?
For further assistance, email us at [email protected]. We’re here to help!