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, 2 Jun, 2022 at 10:32 AM

How can I unblock my 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 the updated vers...
Wed, 7 Sep, 2022 at 2:58 PM

How do I reactivate a dormant Upstox account if it has been dormant for less than 12 months?

We're glad to know that you'd like to reactivate your Upstox account! As per Exchange guidelines, since no trades/investments/transactions have b...
Wed, 10 Aug, 2022 at 11:57 AM

How can I retrieve my User ID?

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 versi...
Thu, 2 Jun, 2022 at 10:35 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

List of documents acceptable while adding a bank account

Any of the below Document will be required for adding a bank account in upstox CANCELLED CHEQUE Cheque should contain a/c number, a/c holder name, IFS...
Wed, 6 Apr, 2022 at 8:54 PM

Transferring shares from Upstox to others

To transfer shares from your Upstox Demat Account to another CDSL/NSDL Demat account, you will need to submit a DIS (delivery instruction slip). This needs ...
Mon, 9 Aug, 2021 at 12:03 PM

How do I check linked bank accounts to my Upstox profile ?

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 versi...
Thu, 2 Jun, 2022 at 10:37 AM

What is BSDA?

BSDA i.e. Banking Services Demat Account is a special category of demat account which can be opened by only individual investors. To open demat account ...
Thu, 4 Mar, 2021 at 11:46 AM

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