We have updated the app to give you better experience


What is a margin report?

A margin report tells you how much margin is currently blocked from your overall available balance - against any open positions. It contains important fields such as Mark-to-Market (MTM) margin, the total margin available, and any margin excess/ shortfall. After the billing is completed, you will get a margin report on your registered email ID. This is a compliance report in the format prescribed by SEBI. 




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

 1) Log in with your Upstox User ID and Password. 

                                                                        

2) Click ‘Profile’ and select ‘Report & Corp Actions’.

 

3) Click ‘Reports’.

 

4) Select ‘Miscellaneous Report’.

 

5) Under ‘Miscellaneous’, select the financial year and ‘File Type’

 

6) Select Margin report under ‘File Type’ and click ‘Go’.

 

7) Margin report will be displayed.

 


 Click here to explore the updated app.

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

To access and download your margin report, follow these steps :

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

 

2) Click on the name icon on your top left corner.

 

3 Click ‘Account’ and select ‘Reports.

 

4) In ‘Reports’, select ‘Miscellaneous’.


5)Click on Filters 

 

6) Select the report type , year, date  and segment 

 

7) Click on ‘Report Type’ to select the ’Margin Report’.


8) After this, click ‘Get Report’.