Complete onboarding

Walk through the bank-first onboarding tour — add a bank account, see both dashboards, and meet Artha.

Last reviewed 2026-10-13

Onboarding in Invesh is a short, guided tour. It starts with a bank account, then shows the Wealth Dashboard and Artha.

Welcome points in the app:

  1. Add one bank account — Start with something nearly everyone tracks.
  2. See the complete picture — Learn both account and wealth dashboards.
  3. Meet Artha — Finish with your AI financial assistant.

Open the app as you go

Complete these steps in the Invesh app while the tour highlights each control.

Open Explore Investment

Click Investments in the top bar, use Explore investments in the Investments hover menu, or tap mobile Explore.

Choose Bank Account

In Explore Investment, open Bank Account and select Track now.

Create the bank account

The guided form asks which bank (popular list or View all banks), then a nickname and account type. Save until you reach Account ready to track.

Add the first balance snapshot

Choose Record balance (or continue when the tour asks). Enter Available balance. Today’s date is stamped automatically. Save the snapshot.

Review the bank dashboard

Confirm the balance hero and the balance history table.

Add another snapshot (optional)

Use Add Snapshot when you want to refresh the balance later in the tour or after.

Open the Wealth Dashboard

Navigate to Dashboard and review the combined overview.

Open Artha

Select Artha in the nav, glance at the composer, then finish the tour (Done).

After onboarding

Related: Get started · Guided investment forms · Wealth Dashboard

PreviousGet startedSign up, sign in, and follow the bank-first path to your first Wealth Dashboard.NextAdd an investment accountCreate a bank, broker, US brokerage, mutual fund platform, FD organization, PPF account, or EPF company with the guided full-screen form.