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 ‘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: For MCX, you will also be asked to upload a live photo.


Step 8: Allow camera access to take your selfie

Step 9: Complete your verification


Step 10: Select ‘Fetch statement from the bank’ and then click on ‘Continue

This option is only available for the following banks -

  • Axis Bank

  • HDFC Bank

  • ICICI Bank

  • IndusInd Bank

  • Kotak Bank



Step 11: Either click on ‘Accept’ to proceed further or click on ‘Reject

Step 12: Select your bank available from the list and then click on ‘Continue


Step 13: Enter the mobile number registered with your bank and then click ‘Continue’

Step 14: Accept T&C by ticking on a checkbox and then click on ‘Send OTP


Step 15: Enter the 6-digit OTP sent to your registered mobile number, then click on ‘continue’

Step 16: Select bank account and then click ‘Continue’

Step 17: Enter OTP sent to your registered mobile number, then click on ‘continue’

Step 18: Checkbox the authorization, then click on ‘Approve’ 


Step 19: eSign your document by clicking on ‘eSign (Recommended)’. This can be done only if your Aadhaar is linked to your mobile number. Sign your documents via eSign if mobile & Aadhaar are linked with the following steps:


  • You will be redirected to validate the eSign. Click on ‘ESIGN NOW’.

    

  • Now you will be redirected to the confirmation page, verify the details and click on ‘Sign Now’.


  •  You will now be redirected to the confirmation page, where you have to click on the checkbox and accept the ‘Terms of service’ and click on ‘Proceed to eSign’.


  • After clicking on ‘Proceed to eSign’ you will be redirected to the NSDL website for the following:

1.Enter your Aadhaar number

2.Tick on the checkbox 

3.Click on ‘Send OTP’



  •  You will receive an OTP on your Aadhaar linked mobile number.    


  • Enter the OTP and click ‘Verify OTP’      

  • Once you verify the OTP, you will be able to view the ‘Signed Successfully’ confirmation page. Do not close the window, it will close automatically.

         

Step 12: Once your request has been placed successfully, it will take about 24-72 hours for the segments to get activated. We will update you over email / SMS about the status of your request.

 

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.


Please Note: 

  • To take your bank statements directly from the bank,we have tied up with third party vendor applications FinBit and OneMoney. These apps will not store your data.


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