1. Adding Your EPF
Steps
Tap the Wealth icon at the bottom.
Tap Link Account and select EPF.
Choose one of the following methods:
Auto (UAN/Mobile):
Enter your UAN or mobile number.
Tap Get OTP and enter the received code.
Tap Link to complete the process.
Manual:
Fill in your employer details, amounts, and dates.
Tap Add Investment to save.
2. Managing Your EPF
To make any changes or sync your EPF, follow these steps:
Go to the EPF card on your Wealth dashboard.
Tap the ⋮ (three dots) on the EPF card to see the following options:
Sync: Re-authenticate via OTP to refresh your EPF details.
Edit: Update your manually entered details like employer name, amount, and dates.
Delete: Remove the EPF link from your account.
Follow the on-screen prompts to confirm changes. Your data will refresh or be deleted instantly.
Keeping your EPF data up to date
Re-authentication: For auto-linked EPFs, you need a fresh OTP each time you sync your account.
Manual updates: Manually entered EPF entries won’t update automatically; you’ll need to edit them when details change.
Frequently asked questions
I never got the OTP.
Ensure the correct UAN or mobile number is entered. Wait for 30 seconds, then tap Resend Code.My manual entry row still shows after I deleted it.
Pull down to refresh the Wealth screen. If the issue persists, try Disconnecting again.Can I switch from manual to auto later?
Yes. Use Disconnect to remove the manual entry, then relink via UAN or mobile under Link Account → EPF.
Need help?
For any questions or assistance, email us at [email protected].