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My account - Upstox Help Center
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My account
Login in the Upstox App
12
How do I reset my PIN in the new app?
How do I login using my mobile number?
Troubleshooting steps for Upstox app
Troubleshooting steps for the web portal
How to check UCC ID on my Upstox mobile app?
See all 12 articles
Demat Closure
1
How do I close my Upstox Account?
CMR & DP ID
1
What is CMR and How to request for a CMR?
Transfer and Conversion of shares
6
How do I transfer shares from another Demat account to Upstox?
How do I transfer shares from Upstox to another NSDL demat account?
How can I Dematerialise the physical shares?
What’s the process to transfer shares (transmission cum closure) from Demat account in case of death of the holder?
How to transfer shares from the Upstox account (CDSL) to another CDSL demat account?
See all 6 articles
Bank Changes
9
How do I check linked bank accounts to my Upstox profile?
How do I add a new bank in my Upstox account?
How to check your bank account details?
What documents are required for Change/add a new bank?
How do I change my Primary bank account linked to my Upstox account?
See all 9 articles
Profile Changes
7
How do I change my registered mobile number?
How do I change my correspondence address?
How do I change my permanent address?
How do I change my name on my account?
How can I request for a signature change?
See all 7 articles
Nominee Addition
4
How can I add a new nominee to my account?
How to opt out of the nominee addition?
How to edit/change/remove nominees on my account ?
How to edit nominee details on my Upstox account?
Account Details
14
Why and how do I need to upload financial statement or income proof ?
Why can’t I log in?
Types of accounts with Upstox
How to check demat details ?
How to check your registered email Id?
See all 14 articles
App Version
1
How to check my Upstox mobile app version number?
Account Modification
1
Policy on Voluntary Block and unblock of trading account
BSDA (Basic Services Demat Account)
1
What is BSDA?
Upstox Web
1
Troubleshooting steps for Upstox web if you are experiencing asynchronous or expired data on the page
DDPI
2
How do I activate DDPI (POA) on Upstox?
What will happen if DDPI is not re-enabled/enabled by 7 March 2024?
ReKYC
1
How do I complete the Upstox ReKYC process seamlessly?