Frequently Asked Questions - Upstox Help Center

Frequently Asked Questions

When will my segment addition request get completed?

Once you complete the activation process and submit the request, our concerned team will verify: Your application. The documents you have uploaded. On ...
Wed, 13 Dec, 2023 at 11:31 AM

How can I place a simple order (New App)?

Follow these steps to place an order: Step 1: Click on the stock you want to place an order from the watchlist. Step 2: Click on Buy or Sell on the scri...
Thu, 14 Dec, 2023 at 3:40 PM

How can I add funds to my Upstox account?

You can add or transfer funds to your Upstox account from a registered bank account using various modes.  Payin Modes Net Banking UPI transfer Googl...
Mon, 19 Feb, 2024 at 5:29 PM

What are the pricing and charges on Upstox for equity, currency and commodity segments?

Every time you place an order on Upstox, you may be charged brokerage and a few other charges. Here’s a breakdown of them all  Types of charges Upstox fee...
Wed, 27 Dec, 2023 at 7:08 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 ...
Thu, 29 Dec, 2022 at 9:26 AM

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...
Fri, 12 May, 2023 at 12:37 PM

What is the procedure to reopen my Upstox account?

We’re glad you’re looking to reopen your Upstox account and can’t wait to share the process with you. In order to reopen your closed Upstox account, jus...
Mon, 17 Jul, 2023 at 12:42 PM

What is the process to open a new Trading and Demat account?

Are you looking to open a new Trading and Demat account on Upstox? Don't worry, we've got you covered. Just follow our step-by-step guide, with comp...
Mon, 12 Feb, 2024 at 11:20 AM

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...
Fri, 12 May, 2023 at 11:55 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