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?

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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?

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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?