Add an investment account
Create a bank, broker, US brokerage, mutual fund platform, FD organization, PPF account, or EPF company for a live investment type.
Last reviewed 2026-07-25
Create an account under a live investment type so snapshots, holdings, or transactions have a place to live.
Today you can create accounts for:
| Type | Account means | Required fields (typical) |
|---|---|---|
| Bank Account | One bank account | Nickname, bank name |
| Stocks | One broker sleeve | Nickname, broker |
| US Stocks | One US brokerage sleeve | Nickname, broker |
| Mutual Funds | One platform | Nickname, platform |
| Fixed Deposit | One organization | Nickname, organization type + name |
| Public Provident Fund | One PPF account | Nickname, organization type (Bank or Post Office), opening date; bank name for bank accounts |
| Employee Provident Fund | One company (employer) | Company name, joining / account start date |
Open the app as you go
Use Explore Investment in the Invesh app — do not look for types outside this list.
Open Explore Investment
In the sidebar, choose Explore Investment (or mobile Explore). Sidebar 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.
Fill the account form
Enter the nickname and institution fields for that type. Optional reference fields (IFSC, client ID, customer ID, US account ID, PPF certificate or CIF, EPF UAN / Member ID / Establishment ID) help you recognise the account later.
Continue through the Setup wizard
After you save the account, the Setup wizard walks you through the first data step for that type — for example an opening snapshot (bank), first holding / deposit (stocks, US stocks, mutual funds, FD), or first PPF / EPF transaction (you can skip and add later). Complete the wizard steps, or finish later from the type dashboard. This is the guided setup flow, not a universal popup on every screen.
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 and Workspaces and collaboration and Investment types.