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Registration and Log In

To start a wonderful journey with TallyEdge, you need to register as a user. You may register as an individual or as a business. You need a mobile number and an e-mail ID to register on TallyEdge. You can use the same mobile to register as an individual and a business, if needed.

Creating an account on TallyEdge gives you the flexibility to aggregate your account with different institutions (Financial Information Providers or FIPs) for greater visibility of your financial data. When you link all your accounts with TallyEdge, you can quickly check your net worth or liabilities. Such information will enable you to plan the funds for better wealth management. In addition to that, you can easily share data with the banks or financial institutions (Financial Information Users or FIUs) when you apply for a loan or any other credit-worthiness validation.

On registration, a Virtual User Address (VUA) is created for you and a TallyEdge account gets added. This VUA is your unique identify, which is linked to your mobile number. If you use the same mobile number to create an individual account and a business account, you will get two different VUAs.

After registration, TallyEdge discovers your accounts with FIPs that are listed on TallyEdge. For discovering accounts TallyEdge uses the mobile number you have used to register on TallyEdge, provided the same mobile number is linked with your FIPs. You can select the accounts that you want to link to your TallyEdge account. Read this page to know how to register as a user on TallyEdge.

In case you have linked different mobile numbers with your accounts in FIPs, you can use such mobile numbers to discover more accounts. Once the accounts are discovered, you can select the accounts to link to your TallyEdge account. Refer to the Accounts section to know more about using other mobile numbers to discover accounts.

Once you create a TallyEdge account, you can log in anytime from anywhere using your mobile number and the OTP that will be sent to that mobile number. If you have multiple VUAs associated to your mobile number used for logging in, you can switch to other VUAs when needed. This comes in handy when you use the same mobile number to create different TallyEdge accounts. Steps to switch VUA are given below. After completing your activities in TallyEdge, remember to log out of the account.

 

Register as a User | Create a VUA

On TallyEdge, you can register as an individual or business. This provides you visibility of your financial data at a single place, so that you can plan the funds for wealth management. You can also use this aggregator platform to share your financial data with other lending or wealth management institutions as needed.

Register as Individual user and Link Accounts

  1. Open the TallyEdge site and click Register.
    home-tallyedge
  2. Ensure that the Individual tab is open.
    individual-registration
  3. Enter Your Name, Mobile Number, and E-mail ID.
  4. The VUA field comes pre-filled with your mobile number. You can customize the pre-filled VUA by entering a Virtual User Address (VUA) of your choice.
    Note: You have the flexibility to utilize either your name or a preferred alternative in a VUA handle. In case the VUA you selected is already in use, modify the VUA, and you'll receive suggestions for alternative VUAs.
  5. Select Terms & Conditions to agree and proceed.
    Read the Terms & Conditions thoroughly before you choose to agree.
  6. Enter the OTP and click Submit.
    Your TallyEdge Individual account is registered successfully.
    register-successfully-tallyedge
  7. Click Verify Now. One Time Password (OTP) will send to your e-mail ID.
    The verification of e-mail ID can be done later or enter the OTP that you received in your e-mail ID.
    You have completed the registration process. A unique Virtual User Address (VUA) is allocated to you and the VUA is associated to your mobile number.
  8. To discover bank accounts select Skip, otherwise enter the PAN or Date of Birth for Add mutual fund, equity, GSTR, and NPS accounts and Add insurance policy.
    auto-discovery-discover-accounts
    • PAN: To discover your Demat ID, Folio Number, and GSTN.
    • Date of Birth: To discover your Insurance Policy Number.
      All accounts in banks, mutual funds, insurance policy and other financial institutions associated with the mobile number and PAN or Date of Birth appear on the Link Accounts screen.
      Note: You can use multiple mobile numbers to discover and link your FI Type accounts with FIPs to your VUA. This comes in handy if you have used different mobile numbers in FI Type accounts with FIPs. Every time a different mobile number is used to discover FI Type accounts with FIPs, the mobile number gets added as identifier in your VUA. Refer to the Add Identifiers section of Profile Management.
  9. Select the accounts you want to link.
    • To link all the accounts, click Select All.
      link-selected-accounts-discover-accounts

  10. 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.
  11. Enter the OTP and click Submit.
    For your data security, the FIP will send OTP to the mobile number registered with them.
    link-selected-account-fiu
    The accounts are linked to your TallyEdge.

You have completed the registration process. A unique Virtual User Address (VUA) is allocated to you and the VUA is associated to your mobile number.

TallyEdge redirects you to the Pending tab of the Consents section so that you can approve consent requests, if any.

Register as Business user and Link Accounts

  1. Open the TallyEdge site and click Register.
    home-tallyedge
  2. Ensure that the Business tab is open.
    business-registration
  3. Enter Your NameMobile NumberCompany Name, and E-mail ID.
    For your business, it is mandatory to enter your Company Name and E-mail ID.
  4. The VUA field comes pre-filled with your mobile number. You can customize the pre-filled VUA by entering a Virtual User Address (VUA) of your choice.
    Note: You have the flexibility to utilize either your name or a preferred alternative in a VUA handle. In case the VUA you selected is already in use, modify the VUA, and you'll receive suggestions for alternative VUAs.
  5. Select Terms & Conditions to agree and proceed.
    Read the Terms & Conditions thoroughly before you choose to agree.
  6. Click Next.
    Your TallyEdge Business account is registered successfully.
    business-registration-successful
  7. Click Verify Now. One Time Password (OTP) will send to your e-mail ID.
    The verification of e-mail ID can be done later or enter the OTP that you received in your e-mail ID.
    You have completed the registration process. A unique Virtual User Address (VUA) is allocated to you and the VUA is associated to your mobile number.
  8. To discover bank accounts select Skip, otherwise enter the PAN or Date of Birth for Add mutual fund, equity, GSTR, and NPS accounts and Add insurance policy.
    auto-discovery-discover-accounts
    • PAN: To discover your Demat ID, Folio Number, and GSTN.
    • Date of Birth: To discover your Insurance Policy Number.
      All accounts in banks, mutual funds, insurance policy and other financial institutions associated with the mobile number and PAN or Date of Birth appear on the Link Accounts screen.
      Note: You can use multiple mobile numbers to discover and link your FI Type accounts with FIPs to your VUA. This comes in handy if you have used different mobile numbers in FI Type accounts with FIPs. Every time a different mobile number is used to discover FI Type accounts with FIPs, the mobile number gets added as identifier in your VUA. Refer to the Add Identifiers section of Profile Management.

  9. Select the accounts you want to link.
    • To link all the accounts, click Select All.
      link-selected-accounts-discover-accounts

  10. 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.
  11. Enter the OTP and click Submit.
    For your data security, the FIP will send OTP to the mobile number registered with them.
    link-selected-account-fiu
    The accounts are linked to your TallyEdge.

You have completed the registration process. A unique Virtual User Address (VUA) is allocated to you and the VUA is associated to your mobile number.

TallyEdge redirects you to the Pending tab of the Consents section so that you can approve consent requests, if any.

Register as Individual and Business User with the Same Mobile Number

TallyEdge allows you to register as an individual user and business user with the same mobile number. However, two different VUAs will be created. Refer to the Register as Individual User and Register as Business User sections for the steps.

TallyEdge gives you the following options after you enter all of the details and submit the form for registration.
multi-mobile-number-register-tallyedge

  • Change the Number: If you want to change the mobile number for your business or to create another TallyEdge account.
  • Register with the Same Number: Register the same mobile number that you use for your individual or business TallyEdge account.

Login to TallyEdge Using a VUA

If you have a TallyEdge account, you can log in anytime from anywhere using your mobile number and the OTP that will be sent to that mobile number.

Login when there is only one VUA linked to your mobile number

  1. Open the TallyEdge site, enter your registered Mobile Number, and click Next.
    log-home-tallyedge
  2. Enter the OTP and click Submit.
    Note: If you don't receive the OTP, click Resend OTP.

TallyEdge redirects you to the Pending tab of the Consents section so that you can approve consent requests, if any.

 

Login when More Than One VUA Linked to Your Mobile Number

  1. Open the TallyEdge site, enter your registered Mobile Number, and click Next.
    log-home-tallyedge
  2. Enter the OTP and click Submit.
    Note: If you don't receive the OTP, click Resend OTP.
  3. Select the VUA you want to log in to.
    choose-vua

TallyEdge redirects you to the Pending tab of the Consents section so that you can approve consent requests, if any.

Unlock your VUA

While logging in, if you enter the wrong OTP multiple times, your VUA account will be locked for 30 minutes from the time it was locked. After 30 minutes, your VUA account will be unlocked.
toaster-lock-account

You can also unlock your account before 30 minutes.

  1. Open the TallyEdge site, enter your registered Mobile Number, and click Next.
  2. Enter the 6 digit code.

    Your VUA account has been unlocked successfully.

Switch VUA

If you have a multiple VUAs associated with the same mobile number, TallyEdge provides you the flexibility to use all those VUA handles in a single account. Once you log in to the account using any VUA you can switch to any other VUA without logging out.

  1. On the top-right corner of the TallyEdge site, click  to the right of your name.
    switch-vua
  2. On the Switch VUA screen, select the VUA you want to switch to.
    profile-switch-vua

    You will switch to the selected VUA. Notice that name is updated based on your selection.

Logout

  • On the top-right corner of the TallyEdge site, click  button > select Log Out.
    log-out

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