Please refer our blog post on this topic, which has detailed guide and screenshots for setting up auto-import.
To set up Auto Import of your Consolidated Account Statement (CAS), please follow the following steps:
- Go to the Import Portfolio section.
- Click on "ADD EMAIL".
- Provide your Email and Frequency of import. For instance, you can setup frequency as 1st of every month. Click on "Add"
- You will be prompted to enter the OTP. Enter the OTP received in the mailbox of provided email. This is to validate that you have access to the email account.
- You will receive the CAS statement in the email as per the date or frequency entered. Please forward the mail received from or to import@kuvera.in. You can also setup auto-forwarding through your email provider.
Quick guide on how to set up auto-forwarding for:
If your email provider is not this list, do check with them on how to do this.
