Kindly follow the steps mentioned below 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 ‘Profile’.
Step 4: Click ‘Trading segments’ under ‘Profile’. You will be redirected to the segment activation page.
Step 5: Click on ‘Enable segment’ for the segment you want to activate.
Step 6: Select ‘Bank Statement’ and then click on ‘Continue’.
Step 7: 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 8: Select ‘Automatically fetch’ and then click on ‘Continue’.
Step 9: Log in with the mobile number registered with your bank and then click ‘Begin’.
Step 10: Enter the 6-digit OTP sent to your bank registered mobile number, then click on ‘Verify OTP’.
Step 11: Select bank account and then click ‘Continue’.
Step 12: Enter OTP sent to your bank registered mobile number, then click on ‘Continue’.
Step 13: Click on ‘Approve’ to share a statement from bank to Upstox.
Step 14: Click on ‘Yes, share’.
Step 15: Once approved, your bank statement data will be shared with Upstox shortly.
Step 16: Enter the 6-digit OTP sent to your Upstox registered mobile number and email id.
Step 17: 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.
Note:
- 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.