How can I delink my external mutual funds from the Upstox app?

Steps to Delinking External Mutual Funds from the Upstox App:

Step 1: Head to the ‘Account’ section and ensure that you are in 'Upstox for Investors' mode. 

Step 2: Locate the 'Mutual Funds' card.

Step 3: Click on the drop-down icon to access both Upstox and External Mutual Funds portfolio.

Step 4: Now click on ‘Delink external portfolio’ as shown below.

Step 5: Click on the 'Continue to delink' button to confirm.

Step 6: Your external Mutual Fund portfolio will delink successfully.

These steps are designed to streamline the process of delinking your external Mutual Fund portfolio, ensuring a smooth and efficient experience on the Upstox app. If you encounter any issues or have further questions, please do not hesitate to reach out to our support team for assistance by raising a ticket.