In order to proceed to Add the Bank online in your account, you will need to visit our Web portal pro.upstox.com or the Upstox app & follow the below procedure.

Note : Watch this video to get a step by step tutorial on how to add a New Bank Account from the Upstox Mobile App

Step 1 - 

- Login to the Upstox app using your Upstox client code, password and your pass-code (Year of Birth). 

Click on the three lines on the top left corner (Hamburger icon)

 

Login to our web portal pro.upstox.com using your Upstox client code, password and your pass-code (Year of Birth).

- Click on your Name on the top right hand-side corner.

Step 2 - Under ‘Account’ select the Bank Details section and click on the ‘Add New Bank’ button 



Step 3: Then, fill in your new account details: 

Account Type

IFSC Code

Bank Account Number


Step 4 - Once done, (if you wish to mark this account as your primary account) mark the box that says ‘Mark this as my primary bank account’ and click next


Note: Primary Bank account is where any withdrawal will get credited


Step 5 - To complete the process, upload any of the following documents as Bank Proof:



Note: For Bank proof, any one of the following proof can be provided:

  • Cancelled Cheque: Cheque should contain a/c number, a/c holder name, IFSC & MICR code. Cancelled cheque should be self-attested

  • Bank Statement: The bank statement must have the 

    • bank's logo or stamp on it and also 

    • Your name

    • Bank name

    • Bank account number

    • IFSC Code

    • MICR Code. 

    • Upload your latest bank statement

    • The mini statement or m-banking statement will not be accepted. 

    • Please Note: We don't accept Payments bank (such as Paytm) and NRI banks on Individual Resident account as bank proof

  • Passbook: 

    • Passbook with front page which should have all the four details with the stamp/ logo of the bank. It must have your name, bank name, bank account number, IFCS Code, and MICR Code. 

Please Note: Ensure the submitted documents are NOT password protected. If any of the above documents are invaild, it will be rejected and you will be notified to reupload the corrected ones.


Step 6 - Lastly, sign your documents: E-sign if Mobile & Aadhar are linked

Step 7 - If you’ve selected the e-sign option, follow these steps:


1. Click on the e-sign button

2. Enter the OTP received on your registered mobile number

3. Enter your Aadhar number or VID

4. Enter the OTP received on your Aadhar linked mobile number




Once you submit your request for adding a new bank account, our team will verify the details. If everything looks alright, your new bank account will be added within 2 working days. You will also receive email/ sms from our end confirming the same.