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