My account

Login in the Upstox App 12

• How to reset my PIN in the new app?
• How to 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 2

• How to close my Upstox Account?
• How to transfer your shares and close your 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?
• Process for transferring hares (Transmission cum Closure) in case of holder’s death
• How to transfer shares from the Upstox account (CDSL) to another CDSL demat account?

See all 6 articles

Bank Changes 9

• How to check linked bank accounts to my Upstox profile?
• How to add a new bank on Upstox?
• How to check your bank account details?
• What documents are required for Change/add a new bank?
• How to 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 to change my correspondence address?
• How to change my permanent address?
• How to change my name on my account?
• How to 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 remove nominee on my account?
• How to edit nominee details on my Upstox account?

Account Details 14

• Why and how do I need to upload a 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 to activate DDPI (POA) on Upstox?
• What will happen if DDPI is not re-enabled/enabled by 7th March 2024?

ReKYC 1

• How to complete the Upstox ReKYC process seamlessly?