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

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


Step 1: On the new Upstox app, from the ‘Account’ section switch to ‘Upstox for investors’ mode if you’re on Upstox Pro mode.



Step 2: Click on ‘Import Mutual Funds’ on the Homepage.



Step 3: Confirm or modify your mobile number/email ID to import external Mutual Funds linked to your PAN.



Step 4: Verify with OTP.



Step 5: 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.