FAQ's

Online Registration process


Online Registration process for existing (offline) Investors

An Online Account is an account where you can see all your account related details under one roof. All existing investors who have invested in Canara Robeco are eligible to make this account. With an Online account, you can do loads of stuff like viewing your investments, making fresh investments, Redeeming or Switching units or just editing your personal details. Creating an online acount is very lucid and convenient. It takes only 2 minutes to make the account & can be done by following these simple steps.

STEP 01

Invest Online

Visit www.canararobeco.com and rollover 'INVEST ONLINE' - click on 'Investor' button to proceed

Trulli

STEP 02

Welcome to Transactional Portal

You will be directed to Canara Robeco’s Transaction Portal.

This is where you make your Online Account.

Click on the ‘GET STARTED’ button and select “Existing Customers” option.

Trulli

STEP 03

Registration form

Trulli

All you need to do is now enter your details under investor details tab. Please note that all details required are mandatory to be filled to safeguard your interest.

Investor Details

Enter your PAN Details, Folio No., Bank A/c details and Captcha code. Once all the details are entered correctly, click on “Generate PIN” button.

STEP 04

PIN Authentication

For Security Purposes, a Personal Identification Number (PIN) will be sent to your registered Email ID and mobile number. Enter the received pin and click on ‘Authenticate’. If you cannot locate the PIN in your inbox, do not forget to check your Junk or Spam Folders

Trulli

PIN will be sent to your registered email account. If you don't see the PIN email in your inbox, please check your junk or spam folders.

STEP 05

Set User ID & Password

This is the last step while creating your Online Account. Enter your Email ID in the User ID. You can enter your desired password fulfilling the requirements for password creation.

Re-enter the password and click on ‘Register’ to proceed. It is advised to not share your password with anybody. And it is Done! You can now login to Your Canara Robeco Online Account and enjoy a whole lot of features and the ease of convenience.

Trulli

Your Email ID will become your User ID & you can enter your desired password.Please do not share your password with anybody. Confirm password and click on register to proceed. Now login to Canara Robeco for transactions.

Compare Schemes ( Select only 3 Schemes )