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Are there any fees or charges for using upstox to track external financials?

No, Upstox does not charge any additional fees for linking or tracking your external financial accounts and investments.
Wed, 20 Dec, 2023 at 2:29 PM

Does Upstox provide insights or analysis of my external equity holdings?

Yes, at Upstox, we value your financial journey and strive to provide you with a comprehensive understanding of your investments by providing- Consolidate...
Wed, 20 Dec, 2023 at 2:25 PM

How can I track my external equity holdings via Upstox?

We have integrated with an account aggregator partner to get your external equity holdings safely in no time, with your consent. To check the external hold...
Tue, 19 Dec, 2023 at 1:55 PM

Is it safe to track my equity holdings via Upstox?

Once you give us explicit permission to track your demat accounts, Upstox fetches your equity holding details from your CDSL via our integration with an acc...
Wed, 20 Dec, 2023 at 2:20 PM

How to refresh external holdings?

We will automatically refresh your external equity holdings once in every week on Monday, you can see the last refreshed timestamp on your Upstox app.
Wed, 20 Dec, 2023 at 2:17 PM

How to delink my demat accounts?

To Delink the External account Please follow the steps below. Step 1. Open onemoney AA.   Step 2. Enter your mobile number linked to your demat account w...
Tue, 19 Dec, 2023 at 5:29 PM

Can I sell the external holdings that I’m tracking on Upstox?

No, you cannot sell your External equity Investments via Upstox. You can only track the current value and units held regarding your external holdings.
Wed, 20 Dec, 2023 at 2:14 PM

Will my Mutual Funds investments also be tracked when I link my demat accounts?

At Upstox, we only import data based on your provided consent. If you wish to monitor both Mutual Funds and Equity holdings linked to a Demat Account, we wi...
Wed, 20 Dec, 2023 at 2:12 PM

Is there a limit to the number of demat accounts I can link to my Upstox account?

You have the option to connect all your demat accounts, bank accounts, and even include your Mutual Funds investments within your Upstox account. Presently...
Thu, 3 Aug, 2023 at 2:57 PM

Can I view historical data of my external equity holdings through my Upstox account?

No. You can only track the units and their current value of your external Equity Holdings along with insights and analysis offered by Upstox.
Tue, 19 Dec, 2023 at 9:29 AM