We have integrated with MFCentral (A SEBI regulated entity) to import your external Mutual fund investments safely to Upstox, after receiving your consent.
On the new Upstox app, from the ‘Account’ section switch to ‘Upstox for investors’ mode if you’re on Upstox Pro mode
Click on ‘Import Mutual Funds’ on the Homepage
Confirm or modify your mobile number/email ID to import external Mutual Funds linked to your PAN
Verify with OTP
That’s it, It will take upto 30 mins to fetch your external Mutual Funds investments