Kindly follow the below steps to submit your bank statement Automatically.

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

Step 2: Once you login, click on ‘Account

Step 3: Click on ‘My Account

Step 4: Click on ‘Profile

Step 5: Click on ‘My trading segment’ under ‘Profile’. You will be redirected to the segment activation page. 

Step 6: Click on ‘Enable segment’ for the segment you want to activate

Step 7: Select ‘Bank Statement’ and then click on ‘Continue

Step 8: Select your ‘Primary Bank’ listed with Upstox.Then click on ‘Continue’.

Note: Your bank statement should be of the last 6 months with at least 1 transaction of ₹5000 or more.

Step 9: Select ‘Automatically fetch’ and then click on ‘Continue

Step 10: Log in with the mobile number registered with your bank and then click ‘Begin

Step 11:  Enter the 6-digit OTP sent to your bank registered mobile number, then click on ‘Verify OTP

Step 12: Select bank account and then click ‘Continue

Step 13: Enter OTP sent to your bank registered mobile number, then click on ‘Continue

Step 14: Click on ‘Approve’ to share a statement from bank to Upstox.

Step 15: Click on ‘Yes, share

Step 16: Once approved, your bank statement data will be shared with Upstox shortly.

Step 17: Enter the 6-digit OTP sent to your Upstox  registered mobile number and email id.

Step 18: Once your request has been placed successfully, it will take about 24-48 working hours for the segments to get activated. We will update you over email / SMS about the status of your request.


  • To take your bank statements directly from the bank, we have tied up with a third party vendor application SETU. This app will not store your data.

Please Note

In the following two cases, the eSign step is not needed. You just need to upload the necessary income proof and your request will be placed:

  • If you have submitted your consent to activate F&O while opening your Upstox account

  • If your segment activation request has been rejected previously and you wish to resubmit your request

Click here to view the income proof documents that are required for activating your segment.