Linking your Indian equity holdings takes only a few taps. From the Wealth dashboard, choose Link Account → Stocks and follow the method that matches your broker.
1. Direct Broker Login
(Zerodha, Groww, Angel One, Upstox, 5Paisa, Motilal Oswal, IIFL, Fisdom)
Steps
Select your broker from the list.
Log in on the secure broker page.
Approve read-only access.
Wait for the Congratulations message—your positions appear within minutes.
Advantages
Complete data: average price, invested value, real-time P&L.
Zerodha and Groww refresh automatically every night.
Limitations
Other direct-login brokers need a manual Sync tap once per day.
Only the brokers listed above are supported for this method.
2. Account Aggregator (NSDL / CDSL)
Use this when your broker isn’t in the direct-login list.
Steps
Tap Don’t see your broker?
Enter your PAN and mobile number; verify the OTP.
Choose NSDL or CDSL.
Select the demat accounts you want to link.
Tap Approve—holdings import automatically.
Advantages
Links multiple brokers in one go.
New trades sync on a T+2 basis (every two business days).
Limitations
Average price and invested value aren’t available for these holdings.
3. Delete / Disconnect a Stock Account
In Stocks, switch to Account view.
Tap the ⋮ overflow icon beside the account.
Choose Disconnect and confirm.
The account disappears immediately, and InvestMates stops syncing it.
Keeping your data up to date
Zerodha & Groww refresh nightly.
Other direct-login brokers: tap Sync under Holdings each day.
Account Aggregator links update on the next T+2 cycle.
Frequently asked questions
My broker isn’t listed.
Use the Account Aggregator option (NSDL or CDSL).I got an error after signing in.
Check your credentials and try again in a few minutes.My data looks outdated.
Tap Sync for direct-login brokers, or wait for the next T+2 refresh if you used Account Aggregator.
Is it safe to connect my broker?
Yes. All links are read-only, and your credentials stay with the broker’s secure login page.
Need help?
Tap Help in the top corner or email [email protected]. We’re here to assist.