Frequently Asked Questions

How can I change or reset my trading password?
In order to reset your Trading account password, follow the steps below. Note: We block your account after 2 failed login attempts.   Enter your User ID...
Mon, 12 Apr, 2021 at 9:47 AM
How can I unblock my account?
If you face this error then please proceed with unblocking and follow the instructions below. Note: We block your account after 2 failed login attempts.  ...
Mon, 12 Apr, 2021 at 9:52 AM
How do I activate commodities/futures/options segments in my Upstox account?
To activate the Commodities/Futures/Options trading segment on your Upstox account, you need to follow these steps: 1. Go to your Profile. 2. Click...
Thu, 1 Apr, 2021 at 6:54 PM
What is the Settlement Cycle when I sell my 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...
Mon, 8 Mar, 2021 at 1:56 PM
How to place a simple order?
How to place Simple order in Mobile application:-  Follow the below steps to place an order: Click on the scrip you want to place an order from the w...
Wed, 31 Mar, 2021 at 1:43 PM
How can I generate a new CDSL TPIN?
Once you have received your CDSL TPIN you can easily place your sell order by following the steps mentioned below : After logging in to the trading platfo...
Fri, 30 Oct, 2020 at 7:06 PM
How can I check my previous ledger details?
You can check your ledger by following the steps below- 1.Log into https://keystone.upstox.com/ using your Client ID and Password. 2.Go to the Reports ...
Thu, 1 Apr, 2021 at 6:36 PM
How to download the profit and loss report from the Keystone?
In order to get your profit and loss statement, you can follow steps below: 1) Log in to https://keystone.upstox.com/ using your Client ID and Password.   ...
Sat, 3 Apr, 2021 at 2:38 PM
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
Why is my balance negative in the Keystone ledger reports?
The steps to check your balance in the back office portal are as follows: Visit the Keystone portal Log in with your Upstox user ID and password by clicki...
Wed, 31 Mar, 2021 at 1:47 PM