Upstox requires the following documents to open an account:
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.
There may be a few other documents required such as:
Income proof (salary slips, ITR etc.) - In case you want to activate Futures and Options, Commodity segments.