How to link an existing SIP to a new mandate?

Here are the steps to link your existing SIPs to a new bank account mandate:


Step 1: Open the Upstox app and navigate to the ‘My Account’ section.



Step 2: Click on ‘Profile’ followed by ‘Mandates’.



Step 3: Select the bank to which you want to link a SIP to and click on ‘Add a SIP’.




Step 4: Choose the fund for which you wish to add a SIP from the list and click on ‘Add’.



Step 5: You will receive a confirmation message indicating that your SIP is linked.



Step 6: To verify, check under ‘SIPs linked’ on the Mandate details page.


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