We have updated the app to give you better experience 

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

1) Log in with your Upstox User ID and password. 

 

                                                                       

2) Click ‘Profile’ and select ‘Report & Corp Action’.

 

3) Click on Reports.

 

4)Select ‘Holding  Report’.

 

5) Select the required date


6)You can export this file to an Excel, CSV & PDF format and store it for your reference.



 Click here to explore the updated app.

If you’re using the updated version of the Upstox app, read this


In order to get your Holding  report via Mobile app, you can follow the steps below:

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

 

2) Click on the name icon on your top left corner.

 

3) Click on ‘Account’ and select ‘Reports’.

 

4) In ‘Reports’, select ‘Holdings’.

 


5)In ‘Holdings’, click ‘Filters’  and select  required date to generate the holding report.

 

 

6)You can export this file to an Excel & PDF format and store it for your reference.