Change/Add bank in your Upstox account is quite simple and can be done with just a few taps. You can do this from Upstox mobile application or web portal pro.upstox.com.

Here's what you need to do.

  1. Login to the Upstox mobile app using your UCC and Password
  2. Enter your year of birth  
  3. Click on the Menu (Profile icon) on the top left corner 
  4. Click on profile (Your name). You will be redirected to my.upstox.com 
  5. Under bank details click on add new bank to activate
  6. Enter the bank details as per the bank proof 
  7. Tick on “Make this primary bank account” if you wish to make this your primary bank account. 
  8. Upload the appropriate bank proof
  9. On the next page, click on E-Sign and validate the request by entering OTP send on Aadhaar registered number and registered email id.  

OR

  1. Login to the Upstox web portal pro.upstox.com using your UCC and Password 
  2. Enter your year of birth 
  3. Click on your name on the top right corner
  4. You will get the dropdown, in that click on “My accounts”. You will be redirected to my.upstox.com
  5. Under bank details click on add new bank to activate
  6. Enter the bank details as per the bank proof
  7. Tick on “Make this primary bank account” if you wish to make this your primary bank account.
  8. Upload the appropriate bank proof
  9. On the next page, click on E-Sign and validate the request by entering OTP send on Aadhaar registered number and registered email id.

You can also check the demo video on the Upstox you-tube channel. also, click HERE for the demo video.

 

Note: For Bank proof, any one of the following proofs can be provided:

  • Cheque: Cheque should contain a/c number, a/c holder name, IFSC & MICR code
  • Bank Statement: Bank statement or e-statement with all these four details. The bank statement should be of the latest 2 months. A bank statement should have a bank logo or stamp. The mini statement or m-banking statement will not be accepted
  • Passbook: Passbook with front page which should have all the four details with stamp/ logo of the bank

 

After successful verification of your documents, the new bank details will be added/ changed in your account within 24 - 48 working hours.


Note : Watch the below video to get a step by step tutorial on how to change/add new bank in your Upstox account.