We have updated the app to give you better experience

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 on Profile and select ‘Report & Corp Actions’.

 

3) Click ‘Reports’.

 

4) Select ‘Bill Report’.

 

5) Select ‘Year’ (eg: 2020-2021) and ‘Segment’ using the drop-down option.

 

6) Click ‘Go’.

7)You can export this file to an Excel,CSV & PDF format and store it for your reference.

 

Click here to explore the updated app.


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


In order to get your Bill Report via Mobile app, you can follow the steps below:


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 ‘Bill Report'.

 

5) Click on filters 

 

  6)Select the required segment, date  and financial year.  (eg: 2020-2021) 

  

7) Click on ‘Get report’.

8) You can export this report to excel and pdf.