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...
Wed, 21 Dec, 2022 at 2:02 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...
Fri, 2 Dec, 2022 at 4:19 PM

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

How do I transfer shares from Upstox to another demat account?

If you wish to transfer shares from your Upstox Demat Account to another CDSL/NSDL Demat Account, you will need to submit a DIS (delivery instruction slip)....
Mon, 12 Dec, 2022 at 11:25 AM

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, 12 Jan, 2023 at 4:04 PM

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

How do I reactivate a dormant Upstox account if it has been dormant for more 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...
Fri, 2 Dec, 2022 at 4:29 PM

List of Documents for Dormant Reactivation

Once you have submitted the consent over the app follow the steps below.  If the consent is not submitted then click here to know how to submit consent. ...
Wed, 10 Aug, 2022 at 11:52 AM