How can I track my external mutual fund Investments via Upstox?

We have integrated with MF Central (A SEBI regulated entity) to import your external Mutual fund investments safely to Upstox, after receiving your consent.


Step 1: Log in to the Upstox app and, under ‘Upstox for Investors’, tap on ‘Home’ on the main screen. Click on 'Link MF'.


smallcaseexternalMF.png


Step 2: Once you click on 'Link MF', you will receive an OTP on your registered mobile number.


linkMF.png


Step 3: Verify with OTP.


Step 4: That’s it, It will take upto 30 mins to fetch your external Mutual Funds investments.


Trade with Upstox

Want to open a Demat account?

Open a FREE Demat and Trading account to invest in Stocks, Mutual Funds, IPOs and more.

+91

By signing up you agree to receive transaction updates on Whatsapp. You may also receive a call from an Upstox representative to help you with the account opening process.