What are the steps to 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 up to 30 minutes to fetch your external Mutual Funds investments.