Steps to connect your Demat Account to Prysm

Step 1:

Log in to https://www.prysm.fi/accounts

Step 2:

Go to https://prysm.fi/accounts/

Click on “+ Add Broker” in the top right corner of the screen

Add broker

Step 3:

Select your broker

If your broker isn’t integrated yet, just submit a request and we’ll do our best to get it added as soon as possible : )

Select broker

Step 4:

Log in to your demat account

Pocketful

AngelOne

For Zerodha, Upstox and Dhan, please refer to the below link:

Zerodha

Upstox

Dhan

Step 5:

The demat account will show up in the “Connected Accounts” section

Click on “Portfolio”

Portfolio

Step 6:

Click on “Sync Holdings” to sync holdings and “Sync Portfolio” to refresh portfolio metrics.

Sync holdings

Need Help?

If anything doesn’t work:

• Check that your API key and secret are correct
• Retry the process after logging out and in again

Still stuck? Reach out to our support team at support@prysm.fi or Whatsapp directly to us at +91 81268 22316

Is My Data Secure?

Absolutely. Your credentials are encrypted and stored safely. They auto-expire after 24 hours. We only use them to fetch your holdings, nothing more.