We have updated the app to give you a better experience

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



When you open an Upstox account, the Equities segment and BSE Mutual Funds are activated by default. So, you can start investing and trading in them instantly. However other segments such as Futures & Options (F&O), Currencies (CUR), and Commodities segments (MCX), are optional. And in order to activate them, you need to submit sufficient income proof because each of these segments has its own trading rules, timings, and products. 


Note: Watch this video to get a step by step tutorial on how to activate various segments from the Upstox Mobile App


1) Login to the Upstox app: https://upstox.com/upstox-pro-mobile/


2) Once you have logged in, click on the menu on the top left corner [on the Upstox app].



3) Click on 'Activate F&O, MCX'.

On the Upstox Android App, it will look like this -


4) Click on the ‘Activate Segment’ for the segment you want to activate.


5) Based on the value of your holdings, you will be asked to upload income proof.


If the value of your Holdings >  ₹5,000, income proof will not be required.


If the value of your Holdings < ₹5,000, income proof will be required. You can upload your bank statement, ITR, or salary slip. Follow all the instructions mentioned on the screen relevant to the income proof you upload.


6)For MCX, you will also be asked to upload a live photo and geolocation.


7) Lastly, sign your documents: eSign if mobile & Aadhaar are linked with the following steps:

  • Click on the ‘E-Sign’ button

  • You will be redirected to validate the E-Sign. Click on ‘ESIGN NOW’.

 

  •  Now you will be redirected to the confirmation page, where you have to click on the checkbox and accept the ‘Terms of service’ and click on ‘Submit

    


  • After clicking on ‘Submit’ you will be redirected to the NSDL website where you need to enter your Aadhaar number and tick on the checkbox, also click on ‘Send OTP’.

 


  • You will receive an OTP on the Aadhar linked mobile Number.




  • Enter the OTP and click on Verify OTP


  • Once you verify the OTP, you will be able to view the ‘Signed Successfully’ confirmation page. Do not close the window, it will close automatically.

 


8) Once your request has been placed successfully, it will take about 24-48 working hours for the segments to get activated. We will update you over email / SMS about the status of your request.

Note

The mobile number registered with your Aadhaar should be active while you are proceeding with the above steps.

If your Aadhaar is not linked with an active mobile number you can download the form, sign and courier it to us at the address given in the screenshot below.


Below is the detailed list of documents you can upload as income proof:

 

Note: Request you to check the documents before uploading to avoid rejection of the request.

 

Bank Statement: The bank statement must have the bank's logo or stamp on it and also your name, bank name, bank account number, and the IFSC Code

A mini statement or m-banking statement will not be accepted. 

 

The bank statement should be of the latest 6 months. 

 

The bank statement should have a minimum closing balance of  ₹10,000.



Click here to explore the updated app. (link)

 

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


When you open an Upstox account, the Equities segment and BSE Mutual Funds are activated by default, so you can start investing and trading in them instantly. However, other segments such as Futures & Options (F&O), Currencies (CUR), and Commodities segments (MCX) are optional. In order to activate them, please submit sufficient income proof because each of these segments has its own trading rules, timings, and products. 

 

Kindly follow the below steps to add the segment 


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


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

 

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

 

4) Click ‘My Trading Segment’ under ‘Accounts’. It will redirect you to the segment activation page. 

 

5) Click on the ‘Activate Segment’ for the segment you want to activate.

 

6) Based on the value of your holdings, you will be asked to upload income proof.

 

  • If the value of your Holdings >  ₹5,000, income proof will not be required.

  • If the value of your Holdings < ₹5,000, income proof will be required. You can upload your bank statement, ITR, or salary slip. Follow all the instructions mentioned on the screen relevant to the income proof you upload..

 

7) For MCX, you will also be asked to upload a live photo and geolocation.


8) Lastly, sign your documents: eSign if mobile & Aadhaar are linked with the following steps:

  • Click on the ‘E-Sign’ button.

       

  • You will be redirected to validate the E-Sign. Click on ‘ESIGN NOW’.

       


  • Now you will be redirected to the confirmation page, where you have to click on the checkbox and accept the ‘Terms of service’ and click on ‘Submit’

  • After clicking on ‘Submit’ you will be redirected to the NSDL website where you need to enter your Aadhaar number and tick on the checkbox, also click on ‘Send OTP’. 


  •  You will receive an OTP on the Aadhaar linked mobile number.    

  • Enter the OTP and click ‘Verify OTP’.

        

  • Once you verify the OTP, you will be able to view the ‘Signed Successfully’ confirmation page. Do not close the window, it will close automatically.

         

9) Once your request has been placed successfully, it will take about 24-48 working hours for the segments to get activated. We will update you over email / SMS about the status of your request.

  

Note: The mobile number registered with your Aadhaar should be active while you are proceeding with the above steps.

If your Aadhaar is not linked with an active mobile number you can download the form, sign and courier it to us at the address given in the screenshot below.



 Below is the detailed list of documents you can upload as income proof:

 

Note: Request you to please check the document before uploading to avoid rejection of the request.

 

Bank Statement: The bank statement must have the bank's logo or stamp on it and also your name, bank name, bank account number, and the IFSC Code

A mini statement or m-banking statement will not be accepted. 

 

The bank statement should be of the latest 6 months. 

 

The bank statement should have a minimum closing balance of  ₹10,000.