How Clients Can Change Email or Mobile on MFCentral (Guide for MFDs)

Before starting

Advise clients to ensure they can access both their existing and new email or mobile number to receive OTPs.

How to change email on MFCentral?

1. Log in and go to Service Requests → Change Email Address.

2. A note appears: “The new email ID will be updated across all folios.” The screen lists fund houses, folios, holder name, and registered email.

3. Click Submit.

4. Enter the OTP received on the existing email.

5. Enter the new email and select the relationship.

6. Enter the OTP received on the new email.

7. A confirmation message appears with a reference number (e.g., XXXXXXXX) and asks the client to re-login.

8. After logging in again, the updated email will reflect under Profile.

How to change mobile on MFCentral?

1. Go to Service Requests → Change Registered Mobile Number.

2. Enter the new mobile number and relationship.

3. Enter the OTP received on the new mobile.

4. The screen displays the client name, existing mobile, folios, and fund houses.

5. Enter the OTP received on the registered email.

6. A success message appears with a reference number (e.g., XXXXXXXX).

If the client doesn’t have access to the old mobile:
MFCentral offers an offline scan-based route, where the client submits a signed request. The change is processed after signature verification.

How to track change requests on MFCentral?

Clients can check the status anytime under the Track Requests tab.
They will see:
• Request Type
• Transaction ID
• Date
• Status
Each entry opens to show the folios and fund houses covered.