Add an investment account
Create a bank, broker, US brokerage, mutual fund platform, FD organization, PPF account, or EPF company with the guided full-screen form.
Last reviewed 2026-10-16
Create an account under a live investment type so snapshots, holdings, or transactions have a place to live. If a type dashboard already has no accounts, you can also choose Add your first account on that empty state instead of starting from Explore Investment.
Today you can create accounts for:
| Type | Account means | What the guided create asks |
|---|---|---|
| Bank Account | One bank account | Bank (popular list or search), nickname, account type |
| Stocks | One broker sleeve | Broker, nickname |
| US Stocks | One US brokerage sleeve | Brokerage, nickname |
| Mutual Funds | One platform | Platform, nickname |
| Fixed Deposit | One organization | Bank / Corporate / Post Office, then issuer and nickname |
| Public Provident Fund | One PPF account | Bank or Post Office, then nickname and opening date |
| Employee Provident Fund | One company (employer) | Company name and joining / account start date |
Optional reference fields (IFSC, client ID, customer ID, US account ID, PPF certificate or CIF, EPF UAN / Member ID / Establishment ID) appear where that type supports them.
Open the app as you go
Use Explore Investment in the Invesh app — do not look for types outside this list.
Open Explore Investment
Click Investments in the top bar, open Explore investments from the Investments hover menu, or tap mobile Explore. Top-bar Search opens the command palette — a different control.
Choose a live type
Select Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, Public Provident Fund, or Employee Provident Fund, then Track now.
Walk the guided create form
A full-screen guided form opens: desktop shows a step rail; smaller screens show a progress header; actions stay at the bottom.
Pick the institution (or search the full list), name the account, and fill any required dates or type fields. Save when the step asks you to.
Finish or add the first entry
The finish screen shows Account ready to track with a short summary of what you saved.
From there you can continue into the first data step for that type — for example Record balance (bank), Add a holding (stocks / US stocks), Add a fund (mutual funds), Add a deposit (FD), or Add a transaction (PPF / EPF) — or choose Done and add later from the type dashboard.
Confirm on the type dashboard
Open the type dashboard and confirm the new account appears. Then add data via the type how-to (bank snapshot, stock holding, US stock holding, mutual fund holding, fixed deposit, PPF transaction, or EPF transaction), bulk holdings, or import. Overview: Add a snapshot or holding.
See Investment accounts, Guided investment forms, Workspaces and collaboration, and Investment types.