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Import Upstox

note

Import equity holdings from Upstox

Step 1​

Open InvestMates app from Your mobile, Go To Portfolio by clicking on bottom Nav Bar

Step 2​

Now Click On Link Your Portfolio Button displayed

Step 3​

Click On Stocks from Select the Asset type

Step 4​

Choose Upstox from the set of brokers displayed

Step 5​

Wait for Few seconds while you are being redirected to Upstox broker page

Step 6​

Now Enter the mobile number registered with your Upstox account & Click OTP button displayed

Step 7​

OTP should be triggered to your registered mobile number , Now Give the OTP as Input & click Continue

Step 8​

Now enter The 6-Digit Pin of your Upstox Account & click continue

Step 9​

Wait for few Seconds & Click on Continue With Upstox

Step 10​

Your Holdings/Assets will be fetched from Broker & You will able to see all the analytics from InvestMates