We have updated the app to give you better experience 


Your Ledger Report is the statement of all your transactions along with your billing details with Upstox. Transactions include Payin, Payouts, Bills, and others 

Also, keep in mind: The Ledger report will be separate for Equities & Commodities.


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

 To access your ledger report, follow these steps:

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

                                                                      

2) Click on Profile and select ‘Report & Corp, Actions’

 

3) Click on Reports and select ledger 

 

4)  Click on Filters drop down .

 

5)Select the required segment, financial year(eg: 2020-2021) & date. Click on 'Get Report'

  

You can either download or get the report directly on your registered email address  

 

 To  download the report in PDF or Excel format, select the ‘Download’ option

 

    


Click on the email tab to receive the report on the registered email address

 

  

Click here to explore the updated app.

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

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

 

2) Click on the Account tab.

 

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

 

4) In Reports, select ‘Ledger ’.

 

5) Click on filters drop down

  

6)Select the required segment, financial year.  (eg: 2020-2021) & date Click on 'Get Report'

   

You can either download or get the report directly on your registered email address  

 

 To  download the report in PDF or Excel format, select the ‘Download’ option


  

 

Click on the email tab to receive the report on the registered email address