How to Activate a Fund Transfer Mandate in FYERS

How do I activate a mandate to transfer funds in FYERS?

You can set up a recurring mandate on FYERS to automate fund transfers from your bank account. Mandates save time and ensure your trading account stays funded without repeated manual effort.

Steps to Activate a Fund Transfer Mandate on FYERS

  1. Log in to https://fyers.in/web/funds or open the FYERS App.
  2. Navigate to the Overview section and stay on the Add tab.
  3. Select UPI as your payment method.
  4. Enter the amount you wish to add and type in your UPI ID.
  5. Click Verify to confirm your UPI ID.
  6. Choose the mandate frequency—options include daily, weekly, monthly, and more.
  7. Click Proceed.
  8. In your UPI app, accept the mandate by entering your UPI PIN.
  9. Once accepted, your fund transfer mandate will be successfully activated.
Tip: Use a trusted UPI ID linked to your bank account, and ensure your mobile number is updated with the UPI provider to avoid mandate failures.

What if…

ScenarioWhat you can do
UPI verification failsDouble-check your UPI ID format and ensure it is linked to an active bank account.
Mandate not showing in UPI appWait a few minutes or manually check your pending mandates in your UPI app.
I want to change the amount/frequencyCancel the existing mandate and create a new one with updated details.
Last updated: 11 Jun 2025
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