We have updated the app to give you a 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 report 

 

4)  Click on the Filters drop-down to select a segment, year, and date



 5) Click on 'Get Report'

 

 In your ledger, there are now three options to check reports.

 6) All: Check out all the transactions done in your account

 

7) Debit: See only those transactions where the amount is deducted from your account like withdrawals, quarterly settlements, and trade transactions

 

8) Credit: Check those transactions where the amount is added to your account like fund transfers and bill details.

 

 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) Select the Account tab.

   

  3)   Click on Available to trade

   

  4) Scroll down and select view detailed 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 

 

In your ledger, there are now three options to check reports.

  7) All: Check out all the transactions done in your account

   

  8) Debit: See only those transactions where the amount is deducted from your account like withdrawals, quarterly settlements, and trade transactions

  

 9) Credit: Check those transactions where the amount is added to your account like fund transfers and bill details.

 

 10) To export your file as an Excel or PDF click on the 'Download' button.

  

 11)You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option .