You can refer your friends from the ‘Rewards and Referrals’ page on the Upstox app.

When you share your referral link to your friend and they signup using your referral link the user is mapped under you (becomes your referral). Check the steps below to learn how to refer friends to Upstox 

1. Login to the Upstox app using your 6-digit PIN or Biometrics.

2. Click ‘Accounts’ at the bottom of the screen    


3.Click the  “Refer & Earn” tab 

 

4.You have two option to invite user :

  • Share link via WhatsApp

  • Share using other apps

 If you click on ‘Share link via WhatsApp’, a pop up appears where you can invite your friends via WhatsApp

If you click on “Share using other apps” a pop up appears where you can invite via different methods.


Note: The amount that is visible on your screen will be the referral reward eligible for you.

          

Once the user receives the referral link via WhatsApp or any other apps, they need to click on the link, follow the signup process and complete opening an Upstox account. 

Few things to keep in mind:


  1. The referral link will only be valid for 7 days. This means your referred friend must open an Upstox account within 7 days of signing up for you to be eligible to earn a reward.

  2. If your friend does not complete the account opening process within 7 days, they will not be mapped under you even if you resend the link after 7 days and will become a regular non-referral lead in our system.

  3. The 'Refer and Earn' reward will be as per the offer that was active when your invited friend successfully completed their mobile number & email verification via OTP, for an Upstox account.