We have updated the app to give you a better experience


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


Changing your primary bank account on Upstox is quite simple and can be done with just a few taps. Here's what you need to do.

1) Log into your Upstox account from your mobile or the web and go to the ‘Profile’ section.

2) Under ‘Account’, select ‘Bank Details’.

 

 3) Choose the bank you wish to make your primary bank account on Upstox by selecting the ‘Make Primary’ checkbox. This means any funds withdrawn from your Upstox account will be deposited into this account. 

4) Now verify your new bank account details and then click on ‘Send OTP’.

 

 5) The OTP will be sent to your registered Email ID and mobile number. On successfully entering the correct OTP, your request to change your primary bank account on Upstox will be placed.

If everything is okay, the new bank account will be linked as your primary bank account on Upstox within two working days. You will also receive a confirmation message.

If the bank account you wish to make your primary account has not been added here, read this- How do I add a New Bank Account to my Trading Account?

Once you have done this, proceed with the above steps to make this new account your primary one.   

 


Click here to explore the updated app 



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


Changing your primary bank account on Upstox is quite simple and can be done with just a few taps. Here's what you need to do:

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

 

2) Once you have logged in, click on the Avatar / Name initial on the top left corner of your screen. 

 

 

 

3)  Click ‘Account’ and then ‘Profile’.

 

 

4) Click on ‘My bank details’ under Accounts. Scroll down to see the Bank Details section.

 

 

 

 

 

5) Choose the bank you wish to make your primary bank account on Upstox by selecting the ‘Make Primary’ checkbox. This means any funds withdrawn from your Upstox account will be deposited into this account. 

 

4) Verify your new bank account details and then click ‘Send OTP’.

 5) The OTP will be sent to your registered Email ID and mobile number. On successfully entering the correct OTP, your request to change your primary bank account on Upstox will be placed. 

 

Once the above steps are completed then the new bank account will be linked as your primary bank account on Upstox within two working days. You should receive a confirmation message soon after.

 

Note : If the bank account you wish to make your primary account has not been added here, read how to first add a new bank account here

Once you have done this, proceed with the above steps to make this new account your primary one.