Add an investment account
Create a bank, broker, mutual fund platform, or FD organization account for one of the four live types.
Last reviewed 2026-07-15
Create an account under a live investment type so snapshots or holdings 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 |
| Mutual Funds | One platform | Nickname, platform |
| Fixed Deposit | One organization | Nickname, organization type + name |
Open the app as you go
Use Investment Explorer in the Invesh app — do not look for types outside this list.
Open Investment Explorer
In the sidebar, choose Add Investment to open Investment Explorer. (Sidebar Search opens the command palette — a different control.)
Choose a live type
Select Bank Account, Stocks, Mutual Funds, or Fixed Deposit, then Track now.
Fill the account form
Enter the nickname and institution fields for that type. Optional reference fields (IFSC, client ID, customer 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) or first holding / deposit (stocks, mutual funds, FD). 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, mutual fund holding, or fixed deposit), bulk holdings, or import. Overview: Add a snapshot or holding.
See Investment accounts and Workspaces and collaboration and Investment types.