Margin Trading Facility (MTF) - Upstox Help Center

Margin Trading Facility (MTF)

Where will I see my MTF Positions?

All MTF Positions will be visible under the Positions tab, labeled as MTF on the Upstox platform.
Mon, 11 Dec, 2023 at 11:24 PM

How to sell a MTF Position?

The process to sell MTF Positions is the same as selling your Demat Holdings on Upstox. Follow the steps below to Sell an MTF Order: Step 1: login to the ...
Tue, 12 Dec, 2023 at 2:29 PM

Why am I asked to do eDIS while selling my MTF Position?

eDis is the process to sell any Stocks bought on Upstox (in case you have not submitted your POA to Upstox). You can also check How can I generate CDSL Tpin.
Thu, 28 Dec, 2023 at 11:41 AM

When does my MTF Position get squared off by Upstox?

As per the terms and conditions for MTF, if you’ve not exited/sold your MTF Positions within 365 days on a temporary basis, Upstox will square them off on t...
Fri, 15 Mar, 2024 at 10:28 PM

What happens on the 365th day if I hold an MTF Position?

As per the terms and conditions for MTF, if you’ve not exited/sold your MTF Positions within 365 days on a temporary basis, Upstox will square them off on t...
Mon, 11 Dec, 2023 at 11:42 PM

Why am I not able to see the amount after I have squared off my MTF Positions?

As your MTF Position is essentially a Holding funded by Upstox and pledged with CDSL, we won't be able to release the funds in your funds section immedi...
Fri, 15 Mar, 2024 at 11:16 PM

What is the process of authorizing MTF trades?

When you place an MTF order, on the same day you will get a notification from Upstox to authorize the order on CDSL before 7.00 PM. Click on this notificati...
Fri, 15 Mar, 2024 at 10:31 PM

Why do I have to authorize MTF trades with CDSL after the end of session?

As per SEBI guidelines, authorizing MTF Positions on the CDSL website is mandatory. This is because when a broker provides funding through MTF, they must pl...
Fri, 15 Mar, 2024 at 10:33 PM

Why I have to authorize my MTF trades at the end of the day?

Authorization is performed by the end of the day because, at this time, the broker has the precise information about the traded shares through MTF, allowing...
Tue, 12 Dec, 2023 at 2:53 PM

Why should I authorize my MTF trade with CDSL and does it involve any charges?

As per SEBI guidelines, authorizing MTF Positions on the CDSL website is mandatory. This is because, when a broker provides funding through MTF, they are re...
Fri, 15 Mar, 2024 at 10:37 PM