Tracking EPF

This tutorial explains the process of tracking Employee Provident Fund (EPF) using InvestMates.

Step 1: Click on the Portfolio option.

Step 2: Navigate to the Holdings page.

Step 3: On the Holdings page, locate and click on the EPF option.

Step 4: Enter the mobile number or UAN to add EPF details. In this example, we're using a mobile number. After inputting the number, click Get OTP.

Step 5: Wait for the OTP, which should arrive within thirty seconds. Enter the received OTP.

Note: If the number is incorrect or the OTP doesn't arrive, change the number or request a new OTP.

Step 6: After entering the OTP, click Submit.

Step 7: Post submission, the details get validated with the Umang website.

Step 8: Once validated, the EPF passbook downloads and displays a screen.

This screen provides a list of all employers, employee contributions, and the overall EPF value.

Step 1: To track a new EPF, click Disconnect and enter the new details.

Step 2: InvestMates allows tracking of the EPF once or twice a month. If the details are outdated, click the Sync button to update them.