Import your ICICI Bank Wealth Management Mutual Fund Transactions to MProfit

Modified on Sat, 29 May 2021 at 12:42 AM

1. Login to your ICICI Bank Infinity -

2. Go to Investments and Insurance > Invest Online. 

3. Click on the MY PORTFOLIO button.  

4. Click on the 3 vertical lines on the top left to open the side panel. 

5. Select Transaction Report

6. Select the details and choose the period. 

Once the report is generated click on the Excel icon to export the report. 

7. Once the report is downloaded, open it in Excel and save it as "CSV (Comma Delimited)" format.

8. Next, login to MProfit. Click Import and search for the template: ICICI Bank Wealth Management - Transaction Report. Add this template to My Templates and then proceed to importing your file.

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