When you open an Upstox account, the Equities segment and BSE Mutual Funds are activated by default. So, you can start investing and trading in them instantly. However other segments such as Futures & Options (F&O), Currencies (CUR), and Commodities segments (MCX), are optional. In order to activate them, you need to submit sufficient income proof because each of these segments has its own trading rules, timings, and products. 

To activate these segments, simply follow the below steps:

Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics.

Step 2: Once you login, click on ‘Account’.


Step 3: Click on ‘Profile’.


Step 4: Click ‘Trading segments’ under ‘Profile’. You will be redirected to the segment activation page. 


Step 5: Click on ‘Activate Segment’ for the segment you want to activate.


Step 6: You can upload any one of the documents as shown in the screenshot below.


Step 7: After selecting the income proof document you wish to upload, click on ‘Continue’.


Step 8: Choose your ‘Primary Bank’ listed with Upstox and click ‘Continue’.


Step 9: Click on ‘Upload Manually’ to upload your income proof, then click ‘Continue’.


Note: If you want you can also fetch a statement from the bank,click here.To know steps.

Step 10: After the document is uploaded, review your document and click on ‘Continue’.

Step 11: You will now be redirected to the confirmation page, where you have to enter the 6-digit OTP sent to your registered email id and mobile number to activate your segment.


Step 12: Your request to activate the F&O segment has been successfully submitted.

Please Note: This usually takes 2 to 3 working days. After this, you'll be able to trade in F&O segment.

Note: In the following two cases, the OTP verification step is not needed. You just need to upload the necessary income proof and your request will be placed:

  • If you have submitted your consent to activate F&O while opening your Upstox account.
  • If your segment activation request had been rejected previously and you wish to resubmit your request.

Click here to view the income proof documents that are required for activating your segment.