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TallyEdge allows you to link the accounts you are having with the financial institutions. When you were registering, you may have noticed that TallyEdge automatically discovered your accounts associated with the registered mobile number, and those accounts are listed on Accounts screen. However, if you do not want to link the accounts or want to add some more accounts that are associated with the other mobile number, you are able to link those accounts to TallyEdge.

 

Add Account

It is mandatory to add your financial information accounts to TallyEdge. Otherwise, you will not be able to approve the consent request. 
Note: To discover the accounts, the registered mobile number with TallyEdge must be registered with those FIPs as well. 

Add bank accounts with the registered mobile number

Now, you can discover bank accounts by your registered mobile number. Let's see how to do it.

  1. Select Accounts > Add Account.
    add-accounts
    TallyEdge displays the list of FIPs.
  2. Select the FIP to initiate the discovery process using your registered mobile number.
    manual-discovery-add-accounts

  3. Accounts associated with the mobile number appears on Link Account screen.
    link-account-add-account

  4. Select one account or multiple accounts as needed.
    • To link all the accounts, click Select All.
      link-selected-account-add-accounts

  5. Click Link Selected Accounts to add the selected accounts. The FIP will send the OTP to the registered mobile number with FIP, to ensure that authorized person is linking the account.
  6. Enter OTP and click Submit.

    The accounts are linked to your TallyEdge.

Add mutual fund, equity, GSTN, and NPS accounts to TallyEdge using your PAN and mobile number

You have the flexibility to link your mutual fund, equity, GSTN, and pension accounts on TallyEdge. By adding these Financial Information (FI) types, you unlock a multitude of advantages. You can experience the convenience of consolidated information and tailored utilization with these integrated accounts. Adding these accounts to TallyEdge requires the mandatory inclusion of your Permanent Account Number or PAN.

On TallyEdge, the following financial institutions support their respective FI types.

  • Mutual Fund: Central Depository Services Limited (CDSL), National Securities Depository Limited (NSDL), Registrar and Transfer Agent or RTA (CAMS and KFin Technologies Limited (Mutual Fund))
  • Equity: Central Depository Services Limited (CDSL), National Securities Depository Limited (NSDL)
  • GSTN: Goods and Service Tax Network
  • Pension: KFin Technologies Limited (NPS)

The procedure for adding the aforementioned FI types is identical on TallyEdge. To illustrate, we will demonstrate how to add your mutual fund accounts to TallyEdge. For instance, Investment Pvt. Ltd. serves as a placeholder name for a Registrar and Transfer Agent (RTA) to explain the procedure for adding mutual funds.

  1. Go to Accounts > Add Account.
  2. Click List of Supported Fund Houses
    button-supported-fund-houses
    The list includes Fund Houses supported by Investment Pvt. Ltd.
    View the Fund Houses that you can add, and click Close.
    list-supported-fund-houses

    The Discover Accounts screen appears.
  3. Enter your PAN and click Done.
    Note: PAN is mandatory to fetch your mutual fund accounts associated with that PAN
    additional-details-manual-discovery

  4. Select the Registrar and Transfer Agent (RTA) where your mutual fund account is available, as shown below:
    fund-house
    Your accounts pertaining to different Fund Houses are discovered and listed for linking.

  5. Select one or multiple mutual fund accounts from the list, as needed.
    • To link all the accounts, click Select All.
      select-mutual-fund-account


  6. Click Link Selected Accounts to add the selected accounts. The financial institution will send the OTP to the registered mobile number with FIP, to ensure that authorized person is linking the account.
  7. Enter OTP and click Submit.

    The selected accounts get linked to your TallyEdge account.

Similarly, you can link your equity, GSTN and pension accounts to your TallyEdge account.

Add insurance policies to TallyEdge using your Date of Birth and mobile number

TallyEdge offers a unified perspective of your insurance policies within a single platform. This eliminates the need to consult multiple sources and facilitates a thorough comprehension of your entire insurance portfolio. Your insurance policy accounts can be identified using your date of birth. Let's see the process of adding your insurance policy accounts to TallyEdge. For example, Secure Life Cover serves as a placeholder name for an insurance company.

  1. Go to Accounts > Add Account.
  2. On Discover Accounts screen, click the insurance company.
    discover-accounts-insurance

  3. Enter or select your Date of Birth as you have registered in your policy with the Insurance company, and click Done.
    manual-discovery-dob
    Your insurance accounts are discovered and listed for linking.

  4. Select the checkbox for the policy number that you want to link.
    • To link all the accounts, click Select All.
      insurance-check-box


  5. Click Link Selected Accounts to add the selected accounts. The financial institution will send the OTP to the registered mobile number with FIP, to ensure that authorized person is linking the account.
  6. Enter OTP and click Submit.

Your insurance policy account is linked successfully to your TallyEdge.

Add accounts with a new mobile number

TallyEdge also allows you to discover accounts using a different number. Let's see how to discover accounts using another mobile number.

  1. Go to Accounts > Add Account.
    add-accounts
    TallyEdge displays the list of Financial Information Providers (FIP).

  2. Select the Financial Institution to initiate the account discovery process using your registered mobile number. 
    manual-discovery-add-accounts
  3. Click button next to your registered mobile number, as shown below:
    discover-accounts-insurance
  4. On Change Mobile Number screen, click Add Mobile Number.
  5. Type the other mobile number and click Request OTP.
    add-mobile-number
    The OTP will be sent to the new mobile number.
    1. Enter the OTP. The mobile number is added.
    2. Click Done.
  6. Accounts associated with the mobile number appears on Link Account screen.

  7. Select one account or multiple accounts as needed.
    • To link all the accounts, click Select All.
  8. Click Link Selected Accounts to add the selected accounts. The FIP will send the OTP to the registered mobile number with FIP, to ensure that authorized person is linking the account.
  9. Enter One Time Password (OTP) and click Submit.
    Note: The FIP will send the OTP to the registered mobile number with FIP, to ensure that authorized person is linking the account.

    The accounts are linked to your TallyEdge.

Unlink Account

When there are no active consents for your VUA, you can decide to unlink all the linked accounts from TallyEdge.
Note: Ensure that the linked accounts are not associated with any consents or consent requests. Once you unlink those linked accounts, all the active consents will be revoked, and pending consents will be rejected by default.

  1. On Accounts, click Unlink Account that you want to unlink.
  2. Click Yes
  3. Enter the OTP and click Submit.
    verify-otp-unlink-account
    The account is unlinked from your TallyEdge.

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