How can I track my external equity holdings via Upstox?

We have integrated with an account aggregator partner to get your external equity holdings safely in no time, with your consent.

To check the external holding in Investor mode, please follow the below steps.

Step 1: Log in to the Upstox app using a 6-digit PIN or biometrics.

Step 2: Navigate to Investor mode, scroll down and click on 'Import Stocks'.

Step 3: Click on 'Continue'.

Step 4: Confirm or modify your mobile number to import external stocks linked to your PAN and click on 'Continue'.

Step 5: Enter the OTP received on your registered mobile number and click on 'Login'.

Step 6: Select the account and click on 'Verify accounts'.

Step 7: Enter the OTP and click on 'Verify accounts'.

Step 8: Click on 'Approve data sharing'.

That's it, now you'll be able to view your external holdings via Upstox.