InvestMates

Easily import your US assets—brokerage accounts, ETFs, mutual funds, crypto, and real estate—into InvestMates for one unified view.

Linking Your US Investments in InvestMates

Learn how to view or disconnect linked accounts in InvestMates.

Disconnect / Sync Your US Accounts in InvestMates

InvestMates Pro for NRI users brings together your Indian and US investment portfolios, crypto, and real estate into one seamless dashboard.

InvestMates Pro Subscription (US)

Your Al wealth co-pilot for NRIs. Not just a chatbot. Otto will help you set goals

OTTO AI

Support InvestMates

This section helps users manage their investment portfolios, link accounts, understand portfolio health, and make improvements to their portfolio performance.

US Portfolio 

Find answers and get help from Intercom Support and Community Experts

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