We have updated the app to give you a better experience

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

Step 1: Login to Upstox

Step 2: Click on ‘Profile’.

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

Step 4: Click on ‘Nominee’ under ‘Account’


Step 5: Click on ‘Add nominee’  or ‘Opt-out’ of the same

 


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


Step 7: Upload an ID proof of the nominee


Step 8: Once the documents are uploaded, enter the ‘Nominee share in %’ you want to give to that nominee.


Step 9: You can click on ‘Add Nominee’ to add 2 more nominees to your account. This is optional.  If you add one nominee then the total ‘Nominee share in %’ should be 100.


Note: You can add up to 3 nominees only.. 

Step 10: Once all the nominees are added, proceed towards ‘eSign with Aadhaar OTP’ 


Step 11: If the nominee is underage, you’ll need to add guardian details too.


If the nominee is minor, you can also provide your own details as guardian 

Step 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’

       

  • Then click on ‘ESIGN NOW’.

  • On the confirmation page, 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.

Click here to 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:

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

Step 2: Click on ‘Account’ at the bottom of the screen.

 


Step 3: Click on ‘My Account’.




Step 4: Click on ‘Profile’.


 Step 5:  Click ‘My nominee(s). You will be redirected to the ‘Nominee details’ page. 

Step 6: Click on ‘Add nominee’ or ‘OPT-Out’(if you click on opt-out,so you want to be able to add a nominee in your demat account).

 

Step 7: Fill in the nominee details and then click on ‘Continue’.

Step 8: Upload an ID proof of the nominee.

Step 9: Once the documents are uploaded, enter the ‘Nominee share in %’ you want to give to that nominee.

Step 10: You can click on ‘Add Nominee’ to add 2 more nominees to your account. This is optional. If you add one nominee then the total ‘Nominee share in %’ should be 100.

Note: You can add up to 3 nominees only.

Step 11: Then ‘eSign your application’


Step 12: Once all the nominees are added, proceed towards ‘eSign with Aadhaar OTP’ 

Step 13:  If the nominee is underage, you’ll need to add guardian details too.You may provide your own details as guardian as well.

Step 14: You can eSign if your mobile number & 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’.

  • Click on ‘ESIGN NOW’. 

  • On the confirmation page, check the box to  accept the ‘Terms of service’ and click on ‘Submit’.


  • You will be redirected to the NSDL website.enter your Aadhaar number and check the box and click on ‘Send OTP’. 

  • You will receive an OTP to your  Aadhaar-linked mobile number.    

  • Enter the OTP and click ‘Verify 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 confirm this.