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

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

What is BSDA?

BSDA i.e. Basic Service Demat Account is a special category of demat account which can be opened by only individual investors. To open demat account of ...
Mon, 17 Apr, 2023 at 6:25 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 can I convert my Demat account to BSDA?

This is to inform you that for conversion of the BSDA (Basic Services Demat Account), you will need to fulfill the below conditions: a. You should not have...
Fri, 8 Dec, 2023 at 6:04 PM

How to check demat details ?

We have updated the app to give you a better experience. If you’re using an updated version of the Upstox app, read this.  If you’re using an older versi...
Sat, 24 Feb, 2024 at 9:43 AM

How to check your registered email Id?

We have updated the app to give you a better experience. If you’re using the updated version of the Upstox app, read this.  If you’re using an older vers...
Thu, 29 Feb, 2024 at 10:07 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...
Sat, 24 Feb, 2024 at 9:58 AM

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

We have updated the app to give you a better experience. If you’re using an updated version of the Upstox app, read this. If you’re using an older versio...
Thu, 29 Feb, 2024 at 4:04 PM