Help Center
How do I transfer my holdings from another broker to PhonePe Invest?
To transfer your holdings to the demat account you’ve opened with us,
Download the DIS booklet from the other broker’s website.
Fill out the booklet with your PhonePe Invest demat account details. You can find these details in the CMR copy sent to your registered email ID or the Investment & Trading Account section of your PhonePe Invest app.
Once you’ve filled out the booklet, submit it to the other broker.
The other broker will then transfer your holdings to your PhonePe Invest demat account.
Once the transfer to PhonePe Invest is complete, please enter the average price of the transferred holdings in your Portfolio section. Please note, since you didn’t buy the shares from PhonePe Invest, we will need your purchase price details to calculate and display the profit and loss for your holdings.
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