Adding a nominee to your Upstox account ensures that in the event of unforeseen circumstances, your investments are transferred smoothly to your chosen person. It's like giving someone a backup plan for your money. And don't worry, updating nominee details on your Upstox account is an easy process. We've put together some simple steps with screenshots to help you out. Just follow the steps mentioned below and edit your nominee details on your Upstox account:
Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics.
Step 2: Go to the 'Account' option located at the bottom of the screen.
Step 3: Select 'My Account’
Step 4: Click on 'Profile’.
Step 5: Choose 'My Nominee(s)’. This action will redirect you to the 'Nominee Details' page.
Step 6: Opt for 'Edit Details’.
Step 7: Adjust the nominee details as needed, then proceed by clicking on 'Continue’.
Step 8: Enter the 6-digit OTP for verification.
Step 9: Your request has been successfully submitted.
Note: It will take 2-3 working days for your request to be processed.