Holdings and Position Report - Upstox Help Center

Holdings and Position Report

What is position report?

Position report captures your Equity holdings, Futures & Options, Currency, and Commodities positions, which are still open and not squared off. It give...
Fri, 22 Dec, 2023 at 5:26 PM

How can I access Position Report?

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 tab...
Mon, 18 Nov, 2024 at 7:01 PM

How can I check my holdings?

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.     ...
Tue, 3 Sep, 2024 at 8:01 PM

Why am I unable to view holdings from my Upstox account?

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...
Wed, 24 Jan, 2024 at 7:49 PM

Where can I checked holding statement for pledged shares?

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...
Tue, 12 Dec, 2023 at 7:49 PM

Inactive holdings

This section shows all the stocks purchased by you that are currently not tradable because they may be suspended, frozen or under a lock in period by the Ex...
Thu, 21 Dec, 2023 at 4:35 PM

What is the procedure for registration for Easi?

Easi (Electronic Access to Securities Information) is a user-friendly internet service. It lets registered Beneficial Owners (BOs), who are the actual owner...
Tue, 20 Feb, 2024 at 1:53 PM

How to register for Easiest from the CDSL website?

1.Visit cdslindia.com and click on ‘Login.’   2. Select the first option, and click ’ Login.’   3. Select the second option, ‘Register for...
Wed, 24 Apr, 2024 at 5:57 PM

How to add a trusted account on CDSL 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...
Mon, 29 Apr, 2024 at 5:26 PM

Easiest registration facility - Only for NRI's

From 1st June 2021, we will be discontinuing the NRI accounts service on Upstox. You can transfer your holdings to another Demat account where you can trade...
Fri, 20 Sep, 2024 at 7:36 PM