How can I transfer my ULIP asset from one portfolio to another in MProfit?

Modified on Fri, 24 May 2024 at 07:44 PM


In this tutorial, we will explain how you can transfer ULIP assets to another portfolio in MProfit.


Follow the steps below:


Step 1: Login to your MProfit account and right-click the ULIP asset you wish to transfer.


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Step 2: Select Advanced from the drop-down menu.


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Step 3: Click Transfer Asset to another Portfolio.


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Step 4: Enter the desired Date and the Portfolio you wish to transfer the asset.


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Step 5: Finally, click Save.


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This is how you can seamlessly transfer ULIP assets to another portfolio in MProfit!


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