Frequently Asked Questions - Upstox Help Center

Frequently Asked Questions

How can I place a simple order?

Sections: Steps to place an order How to Fill Order Entry Additional Setting Older version 3.0   Follow these steps to place an order: Step...
Fri, 2 Dec, 2022 at 9:35 PM

How can I transfer funds?

We have updated the app to give you a better experience. If you’re using an older version of the Upstox app, read this:  If you’re using the updated Upst...
Mon, 21 Nov, 2022 at 10:28 PM

How do I activate the Commodities segment from my Upstox mobile app?

We have updated our app to give you a better trading experience If you’re using an older version of the Upstox app, read this. If you’re using the ...
Fri, 2 Dec, 2022 at 5:23 PM

What is the settlement cycle when you sell your positions and holdings?

Effective 1st December 2020, the SEBI regulation regarding peak margins has changed the way sell amounts get credited from your Demat or T1 holdings. Here’s...
Wed, 21 Sep, 2022 at 7:34 PM

How do I add a New Bank Account to my Trading Account?

To change/add a new bank account on Upstox visit our web portal pro.upstox.com or the new Upstox app & follow the steps below. We have updated the app ...
Sat, 3 Dec, 2022 at 5:21 PM

How do I interchange my primary bank account linked to my Upstox account?

We have updated the app to give you a better experience If you’re using an older version of the Upstox app, read this.  If you’re using an updated versio...
Fri, 2 Dec, 2022 at 6:25 PM

What is the procedure to reopen my Upstox account?

Tue, 25 Jan, 2022 at 1:19 PM

How can I open a new Trading and Demat account?

To open a new account, simply follow these steps:  Step 1 : Visit https://upstox.com and enter your mobile number and click ‘Start Investing’ or you can cl...
Wed, 21 Sep, 2022 at 5:48 PM

How do I convert from Intraday to Delivery?

We have updated the app to give you a better experience. If you’re using an older version of the Upstox app, read this.  If you’re using the updated vers...
Tue, 21 Dec, 2021 at 3:57 AM

How is the average price calculated for Delivery positions ?

Upstox uses the First In, First Out (FIFO) method for calculating the average price for overnight (Delivery) positions. Let’s understand this calculation by...
Thu, 1 Apr, 2021 at 6:39 PM