We have updated our app to give you a better trading experience

If you’re using an older version of the Upstox app, read this.

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. 


Here is a video of how to active segment from the Upstox mobile app.

Below is the step by step process of how to activate segments from the Upstox Mobile App. 

1) Login to the Upstox app.

2) Once you have logged in, click on the menu in the top left corner.

3) Click on 'Activate F&O, MCX'.

On the Upstox Android App, it will look like this -


4) Click on ‘Activate Segment’ for the segment you want to activate.

5) Based on the value of your holdings, you will be asked to upload income proof.


6) For MCX, you will also be asked to upload a live photo.


7) Next, sign your documents via eSign if mobile & Aadhaar are linked with the following steps:

  • Click on the ‘E-Sign’ button

  • Next you will be redirected to the confirmation page, verify the details then click on ‘Sign Now’.


  •  You will then be redirected to the confirmation page, where you have to click on the checkbox and accept the ‘Terms of service’ and click on ‘Proceed to eSign



  • After clicking on ‘Proceed to eSign’ you will be redirected to the NSDL website where you need to enter your Aadhaar number and tick on the checkbox, also click on ‘Send OTP’.

 


  • You will receive an OTP on the Aadhar linked mobile Number.




  • Enter the OTP and click on Verify OTP


  • Once you verify the OTP, you will be able to view the ‘Signed Successfully’ confirmation page. Do not close the window, it will close automatically.

 


8) Once your request has been placed successfully, it will take about 24-48 working hours for the segments to get activated. We will update you over email / SMS about the status of your request.

Note

The mobile number registered with your Aadhaar should be active while you are proceeding with the above steps.


If your Aadhaar is not linked with an active mobile number you can download the form, sign and courier it to us at the address given in the screenshot below.

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

Click here to explore the updated app. (link)

 If you’re using the new Upstox app, read this. 

Here is a video of how to active segment from the Upstox mobile app

To activate these segments, simply follow the below steps


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


2) Once you login, click on ‘Account’ at the bottom of the screen.


 

3) Click ‘Account’, and then ‘Profile’.



 4) Click ‘My trading segment’ under ‘Profile’. You will be redirected to the segment activation page. 

5) Click on the ‘Enable segment’ for the segment you want to activate.


You can upload any one of the document as shown in the screenshot below.

After selecting the income proof document you wish to upload, click on ‘Upload’ 

7) After the document is uploaded, review your document and click on ‘Continue’


8) For MCX, you will also be asked to upload a live photo.


8) Next, eSign your document by clicking on ‘eSign (Recommended)’. This can be done only if your Aadhaar is linked to a mobile number.        


  • You will be redirected to validate the E-Sign. Click on ‘ESIGN NOW’.

       

  • Now you will be redirected to the confirmation page, verify the details once and then click on ‘Sign Now’.


  •  You will now be redirected to the confirmation page, where you have to click on the checkbox and accept the ‘Terms of service’ and click on ‘Proceed to eSign


  • After clicking on ‘proceed to eSign’ you will be redirected to the NSDL website where you need to enter your Aadhaar number and tick on the checkbox, also click on ‘Send OTP’. 


  •  You will receive an OTP on the Aadhaar linked mobile number.    

  • Enter the OTP and click ‘Verify OTP’.        

  • Once you verify the OTP, you will be able to view the ‘Signed Successfully’ confirmation page. Do not close the window, it will close automatically.

         

9) Once your request has been placed successfully, it will take about 24-48 working hours for the segments to get activated. We will update you over email / SMS about the status of your request.

  Note: The mobile number registered with your Aadhaar should be active while you are proceeding with the above steps.

If your Aadhaar is not linked with an active mobile number you can download the form, sign and courier it to us at the address given in the screenshot below.

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