The Canara Robeco Mutual Fund’s smarTPartner App is a convenient and quick way to access the services offered by Canara Robeco Mutual Fund to their Partners. It is an easy-to-use, one-stop shop for all the existing Partner services.

It has various benefits such as:

• It offers transacting capabilities on the go from your smartphone.
• Partners can generate quick KYC request for their Investors.
• Partners can track and manage all types of investments with Canara Robeco Mutual Fund and generate links for investors for all transactions through the App.
• It offers safety features such as login using biometric, face recognition, PIN, and password with two factor authentication.

The smarTPartner App does not allow transactions for Joint holders and users with DEMAT folio.

After Login, the main services offered by the smarTPartner App are:

• Partner Dashboard
• Investor-wise Portfolio Dashboard
• Start Lumpsum/SIP for Investor
• Other Transactions such as Redeem, Switch, STP, SWP, eNACH creation, UPI Autopay registration and execute multiple transactions at once using cart functionality.
• Download statements
• Transaction History
• EKYC
• Reports
• Investor List
• My Earnings
• Pause/Cancel Systematic transaction

• Upon clicking on the smarTPartner App icon, you will see the login screen.
• If you are not Empaneled with Canara Robeco then click on “Get Empaneled” and then Click on the “Sign Up” link & complete the Sign-Up process.
• If you are already empaneled & registered with Canara Robeco website/App then use your ARN Number and password to login & then enter PAN Number for two factor authentication or with one of the other modes of login such as a pattern, biometric, or PIN if you are already installed & configured the App.

You can view a detailed portfolio by clicking on “REPORTS”. Your net sales, gross sales, gross redemption, current AUM and scheme wise breakup will be displayed to you on the screen

On Dashboard at bottom, you have option “Investors” by clicking that button you can check all your Investors and select one to transact.

You can do various transactions through the Transact in My Folios module, such as:

• Investment in NFO’s,
• New Purchases in new and existing mutual fund schemes,
• Additional Purchases in new and existing mutual fund schemes,
• Redemption,
• Switch,
• SIP,
• SWP, 
• STP,
• Pause/Cancel Systematic Transaction,

Upon clicking Transaction History icon from dashboard, all investors transactions which are processed, in-progress & initiated are listed there. You can click on any transaction item to display the transaction status details.

Yes. By clicking on the other transactions, select “Statements” then choose Investor for which you want to generate a statement, select a specific folio and scheme, and then you will be able to download or email the statement.

By clicking the other transactions select “Statements” then choose Investor for which you want to generate statement, click on ‘Capital Gain Statement’ tab and then select specific folio and scheme and then you will be able to download or email the statement.

You can view the sign-in details, Personal Information, Nominee details, and Bank details. From your profile section you can edit your password and Nominee details.

You can use the Settings tab to enable or disable Biometric mode (Fingerprint, face Recognition, etc.) of Login on supported devices as well as PIN and Pattern options for Easy Login into the app.

You can also change your password.

You will be able to send the Statement of Account within 3-4 working days from the date of transaction of investment with the selected Scheme carried out on the app.

Based on Redemption request, the Redemption proceeds will directly be credited to investor Bank Account which is linked to folio.

Sometimes an incorrect User ID or Password is entered. In such cases, you do have the option to reset your password using the “Forget Password” Option.