Holdings and Position Report

A Position Report provides an overview of your current open positions across various segments, including Equity holdings, Futures & Options, Currency, a...

To get your Position report via Mobile app, follow these steps: 1. Login to the Upstox app using your 6-digit Pin or biometrics. 2. Click on the Profile t...

You can check the shares available in your account as per the required date and also can download the report for your reference. Here are the details.  1. ...

There could be five primary factors contributing to the non-visibility of shares in your Upstox holdings. Let's explore each of them in detail: 1.Trade...

A holding statement for your pledged shares can be checked and downloaded from our mobile application. 1. Log in to the Upstox app using your 6-digit Pin o...

Inactive holdings refer to stocks you've purchased that are currently not tradable due to specific restrictions imposed by the exchange. These restricti...

Easi (Electronic Access to Securities Information) is a user-friendly internet service. It lets registered Beneficial Owners (BOs), who are the actual owner...

1.Visit cdslindia.com and click on ‘Login.’   2. Select the first option, and click ’ Login.’   3. Select the second option, ‘Register for Easiest.’ ...

To add a trusted account on CDSL’s Easiest facility, follow these steps:  1. Log in to web.cdslindia.com/myeasitoken/home/login.  2. Click on ‘Miscellaneo...

To add a Beneficial Owner (BO) account you need to follow the below steps. 1. Login to EasiEasiest (cdslindia.com).   2. Navigate to the 'Transactio...