Upstox requires the following documents to open an account:
- PAN Card
- Aadhaar card
To make sure you can complete the account opening process quickly and in one-go we suggest you have your PAN and Aadhaar card handy.
If you already have a Demat account with another broker, you won’t need to reupload these documents and they will be fetched automatically from the central KYC agency.
If you do not have a Demat account with another broker, these documents will be fetched from DigiLocker. For this, Aadhaar needs to be linked with a mobile number.
Additional documents may be required, such as:
To activate the F&O and MCX segments during account opening, customers need to submit valid income proof. Accepted documents include salary slips, bank statements, Form 16, holding statements, TDS certificates, ITR, or net worth certificates.
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