To change/add a new bank account on Upstox follow the step-by-step guide below for new and old app

We have updated the app to give you a better experience


If you’re using an older version of the Upstox app


To change/add a new bank account on Upstox visit our web portal pro.upstox.com or the Upstox app & follow the steps below.

Step 1: Login to the Upstox app using your Upstox User ID, password, and your passcode (Year of Birth). Click on the three lines on the top left corner of your screen.

Step 2: Under ‘Account’ click on ‘Bank Details’

 

Step 3: Now, click on the ‘Add New Bank’ button.

 

Step 4:  Fill in your new account details: 

  • Account Type

  • IFSC Code

  • Bank Account Number

 

Step 5: Now, if you wish to mark this account as your primary account linked to Upstox, mark the box that says ‘Mark this as my primary bank account’ and click ‘Next’. The primary bank account linked to Upstox is the account where any withdrawals will get credited.

 

Step 6: Next, to complete the process upload any of the following documents as Bank Proof:



Step 7: Then sign your documents: eSign if your mobile & Aadhaar are linked.

You can eSign your application with these steps: 

  •  Click on the ‘E-Sign (Recommended)’ button.

  • You will be redirected to the eSign confirmation page.

  • Then you will be redirected to validate the eSign. Here, click on ‘ESIGN NOW

  • Next 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 will have 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.           

 

In order to submit the right documents for your request to get approved.Kindly click here

Once you submit your request for adding a new bank account, our team will verify the details. If everything looks alright, your new bank account will be added within 24-48 working hours . You will also receive email/ SMS from our end confirming this.

 

If you’re using an updated version of the Upstox app, 



To change/add a new bank account on Upstox visit our web portal pro.upstox.com or the new Upstox app & follow the steps below.

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 5Click ‘My bank details’ under ‘Profile’. You will be redirected to the ‘Bank details’ page. 

 Step 6Click the ‘Add new bank’ button.

 

Step 7: Now fill in your new account details: 

  • Account Type

  • IFSC Code

  • Bank Account Number

 

Step 8: Now, if you wish to mark this account as your primary account linked to Upstox, enable the toggle next to ‘Mark this as my Primary bank account’ and click ‘Continue’. The primary bank account linked to Upstox is the account where any withdrawals will get credited.


Step 9To complete the process, upload your bank proof

 

Step 10: Lastly, eSign your document by clicking on ‘eSign (Recommended)’. This can be done only if your Aadhaar is linked to a mobile number. 

       

  • You will now be redirected to the eSign confirmation page, here click on ‘Continue with eSign’

       

  • Then you will be redirected to validate the eSign. 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.

   

In order to submit the right documents for your request to get approved.Kindly click here

Once you submit your request for adding a new bank account, our team will verify the details. If everything looks alright, your new bank account will be added within 24-48 working hours . You will also receive email/ SMS from our end confirming this.