We have updated the app to give you better experience
- If you’re using an older version of the Upstox app, read this.
- If you’re using the updated version of the Upstox app, read this.
Your Ledger Report is the statement of all your transactions along with your billing details with Upstox. Transactions include Payin, Payouts, Bills, and others
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 Available to trade
4) Scroll down and select view ledger statement to check your account balance
5) Click on the filters drop down in ledger to check your balance
6) Select the required segment, financial year(eg: 2020-2021) & date. Click on 'Get Report' for detailed account balance
7) To download the report in PDF or Excel format, select the ‘Download’ option
11.You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option .
