Account Opening

Online Account Opening 25

• How can I open a new Trading and Demat account?
• What documents are required to open an account with Upstox?
• What is DigiLocker and how can I share documents using DigiLocker?
• What all asset classes (equity, F&O, mutual funds etc.) can I trade in after opening an Upstox account ?
• How can I perform e-Sign for submitting the Upstox application?

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Offline Account Opening 5

• What documents do I need to send?
• What is In-Person Verification (IPV) and why it is needed?
• What is KRA?
• Documents required to open a Partnership LLP Account
• What is the procedure to reopen my Upstox account?

Segment Addition 5

• How do I activate segments from the Upstox web platform?
• How do I activate segments from my Upstox mobile app?
• What income proof is accepted for segment addition?
• When will my segment addition request get completed?
• My request for segment activation got rejected, what do I do next?

Account Opening for HUF, Company Partnership 3

• How to open a non-individual account?
• What documents are required to open a Partnership LLP Account?
• What documents are required to open a Hindu Undivided Family (HUF) account?

Charges at Upstox 7

• What are the mandatory statutory charges levied by the government for trading in different segments?
• I have closed my trading account, why am I still charged the AMC?
• Account opening charges
• What is the cost of using Upstox web platform and Upstox mobile app?
• What are the trading hours for different segments?

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IndusInd 3 in 1 account 18

• What is the Smart Transfer feature?
• What happens to the unused fund that I had allocated for trading?
• Do I have to withdraw my profits?
• Are there any charges for Smart Transfer?
• Can existing IndusInd Bank customers convert their account to a 3-in-1 account linked with Upstox?

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