Account Details - Upstox Help Center

Account Details

Why and how do I need to upload financial statement or income proof ?

When you open an Upstox account, the Stock (Equities) segment and Mutual Funds are activated by default. So, you can start investing and trading in them ins...
Thu, 12 Sep, 2024 at 10:06 AM

Why can’t I log in?

In case you are facing issues while logging in to your Upstox account, we request you to check the following - - Try to clear the cache data on your ...
Tue, 6 Apr, 2021 at 3:02 PM

Types of accounts with Upstox

There are two types of accounts that you can hold with Upstox: Securities and Commodities account. A securities account can help you trade on Equities, F&am...
Thu, 4 Mar, 2021 at 4:16 PM

How to check demat details ?

To check Demat details linked to your Upstox account, follow these steps: Step 1: Login to the Upstox app using your 6-digit PIN or biometrics. Step 2: Cl...
Thu, 12 Sep, 2024 at 10:14 AM

How to check your registered email Id?

You can check your Upstox registered email ID by following these steps: Step 1: Login to the Upstox app using your 6-digit PIN or biometrics. Step 2: Tap ...
Thu, 12 Sep, 2024 at 10:17 AM

What is the process to transfer SGB from CDSL to NSDL?

An inter-depository SGB transfer means moving dematerialized SGBs from one depository to another (CDSL to NDSL or vice-versa). Your Upstox account is mainta...
Fri, 4 Mar, 2022 at 9:52 AM

How to check my documents listed with Upstox?

In order to check your documents, kindly follow the below steps. Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics. Step 2: Click on ‘A...
Thu, 12 Sep, 2024 at 10:18 AM

How do I change my Primary bank account linked to my Upstox account?

Changing your Primary bank account on Upstox is simple and can be done in just a few taps. Here's what you need to do: Step 1: Login to the Upstox app ...
Thu, 12 Sep, 2024 at 10:22 AM

How do I link my PAN with my Aadhaar?

NOTE: Due to discrepancies in data between BSE, NSE and CDSL, there have been instances where orders on one exchange can go through but not on another. To ...
Thu, 12 Sep, 2024 at 10:24 AM

What is e-voting?

e-voting is an electronic voting system for members/shareholders to provide their consent online on resolutions passed by companies.  To facilitate this - ...
Mon, 14 Nov, 2022 at 5:44 PM