Please follow these steps to access your brokerage/ virtual credit report. In this report, you can check the brokerage credit amount received by you, as well as it's utilisation.
Step 1: Visit the Keystone portal.
Step 2: Log in with your Upstox User ID and password.
Step 3: Click on ‘Report’ on the center of the page or via top bar.
Step 4: Select ‘Virtual Credit Report’.
Step 5: Select the required financial year.
Step 6: Click ‘Go’.
Step 7: You can export this file to an Excel, CSV, and PDF format and store it for your reference.
Note : The validity period for the credit can be verified by checking Start date and End date.