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.