My account

Login in the Upstox App 14

• How do I reset my PIN?
• How do I login using my mobile number?
• How do I reset my PIN in an old app?
• How do I check my Registered mobile number on the old Upstox App?
• Troubleshooting steps for Upstox app

See all 14 articles

Demat Closure 1

• How do I close my Upstox Account?

CMR & DP ID 2

• What is CMR and How to request for a CMR?
• What is my DP ID?

Transfer and Conversion of shares 5

• 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 Dematerialize 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?

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 16

• Why and how do I need to upload financial statement or income proof ?
• Why can’t I log in?
• What is BSDA?
• Types of accounts with Upstox
• How can I convert my Demat account to BSDA?

See all 16 articles

App Version 1

• How to check my Upstox mobile app version number?

Account Modification 2

• How can I change or reset my trading password?
• Policy on Voluntary Block and unblock of trading account

Login on the Old Upstox App 2

• How to login on the old Upstox app?
• Why am I asked to create an upstox account when I already have one?

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?