Transferring funds using UPI is quite simple, we have described the steps involved in the process below. Also, the process remains the same for the mobile App.
Step 1. Go to “Fund Transfer” tab on FYERS Web/Market app to arrive at the below page.
Step 2. Click on Add Funds. A new window will open up and Payment Mode as UPI is selected by default. Enter the Amount, Select the segment and you’ll see a field to enter your UPI ID. Then, click on “Continue”.
Note: Make sure the UPI ID is mapped to a bank account that you have registered with FYERS account for transfer to go through successfully.
Step 3. Once you click on “Continue”, you will be redirected to this page.
Step 4. On the UPI App, you’ll receive a collect request from FYERS Securities. Accept the transfer, this will require you to enter your UPI PIN on the next step.
Step 5. Once done, you’ll see a confirmation on the page that looks like the image below and you’ll be redirected automatically to Fund Transfer page in few seconds.
Important Note: Please do Not close the Fund Transfer Page till you get the confirmation message “Fund Transfer Payment done Successfully”
And that’s it. The funds will reflect on your Trading account and you can use them to place trades.