We have updated the app to give you a better experience

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

To add a nominee to your account or change the nominee on your account, you need to courier the Nominee form duly filled and signed.

You can get prefilled nominee form from the below steps:

1)Login with your UCC & trading portal password.

2)Click on ‘Profile’.

 

3) Click on ‘the hamburger icon’ on the top left corner of your screen.

 

4) Click on ‘Nominee’ under the accounts.

 

 

5) Click on the number of nominees you wish to add.

5) Fill up the basic details of the nominee.

6) Submit the form and you will receive the prefilled nominee form on your registered email ID.

 

Please take a printout of the form, sign on the mandatory columns, and fill up the witness details. Once done, you can courier it to our Bhayander address-

 KYC PROCESSING OFFICE ADDRESS:

RKSV Securities India Private Limited

Maxus Facility, 5th Floor

Near Temba Hospital,

Bhayander West, Thane- 401101

Maharashtra

 

The nominee's addition or requested change will be processed within 24 to 72 hours from submission.



Click hereto explore the updated app. 

 

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


Changing or adding a nominee to your Upstox account is quite simple and can be done with just a few steps:


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


  1. Click on the ‘Account’ at the bottom of the screen 

    


  1. Click ‘Account’, and then ‘Profile’.

 4) Click ‘My nominee’s’ under ‘Profile’.You will be redirected to the ‘Nominee details’ page. 

 

5) Click on ‘Add nominee’  

 

  • You can also opt-out for the same.

 

To know more about how to opt out of the nomine Kindly check this article

 

6) Fill in the nominee  details and then click on continue.

7)You need to upload an ID proof of the nominee

 

 

Once the Documents are uploaded 

 

8) Once the document is uploaded, enter the share % you want to give to that nominee

 

 

 

 

 

9) You can click on Add Nominee to add 2 more nominee to the upstox account 

Click on Add nominee and fill in the details (This is optional) if we want to add one nominee then  the % should be 100.

 

Please note you can add upto 3 nominees only.. 

 

10) Once all the nominee is added and then proceed towards “eSign with aadhar OTP

          

      

      

 

 

11) If the Nominee is underage you need to add the Guardians details also.

Also note: If the nominee is minor & the applicant is providing his/her own details as guardian then we can accept such applications.

12) You can eSign if mobile & Aadhaar are linked. To eSign, follow these steps:

  • Click on the ‘eSign (Recommended)’ button.

       

  • Once you click on eSign, you will be redirected to the eSign confirmation page. Click on ‘Continue with eSign’

       

  • You will be redirected to validate the, to do this 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.


         


Once you submit your request for nominee addition our team will verify the details. If everything looks alright, your nominee will be added within 24-48 working hours. 

You will also receive email/ SMS from our end confirming this.