SIP and One-Time Investment - Upstox Help Center

SIP and One-Time Investment

Important Update: Changes for Paytm Payments Bank Customers

As per a recent update from the Reserve Bank of India (RBI) regarding customers with a Paytm Payments Bank (PPB) account, here are a few important things yo...
Tue, 12 Mar, 2024 at 1:36 PM

How to place a Mutual Fund SIP order on the new Upstox app?

Step 1: Log in to the new Upstox app and go to the Mutual Fund section. Step 2: If you’re on the ‘Upstox - For investors’ tab you’ll see a ‘Mutual Fund’ ...
Wed, 22 Nov, 2023 at 6:40 PM

How to automate Mutual Fund SIPs?

To automate your Mutual Fund SIPs you need to complete the e-Mandate approval process by following these steps: Step 1: Log in on Upstox and go to the Mutu...
Wed, 22 Nov, 2023 at 5:51 PM

How do I set up an Autopay for my SIP instalments?

We have updated the app to give you a better experience. SIP instalment process:  Online /E-Mandate Offline/Physical Mandate:  Bank mandate Verificatio...
Wed, 22 Nov, 2023 at 5:45 PM

What does it mean when my Mutual Fund buy order is in "Awaiting payment confirmation" state?

With the new SEBI regulation getting in effect from 1st July 2022, the payment of mutual fund buy transactions will happen directly via users' bank acco...
Wed, 22 Nov, 2023 at 8:17 PM

How long will it take for the mutual fund units to reflect in my Demat account?

Mutual fund units reflect in demat account depending on the scheme category as listed below: Scheme category Settlement TAT Liquid/Overnight Funds ...
Wed, 22 Nov, 2023 at 5:50 PM

How much time does it take to process a bank e-Mandate?

The  e-Mandate link needs to be approved within 5 days or else it will expire. Based on the bank that you want to register your e-Mandate with, it can tak...
Wed, 22 Nov, 2023 at 8:15 PM

Can I change the SIP date or frequency?

An active SIP cannot be modified.  You will have to cancel an existing SIP and place a new order for a new SIP.  The date and duration of the SIP can onl...
Fri, 1 Dec, 2023 at 10:52 AM

How do I cancel an SIP on Upstox account?

Cancellation Steps: In order to cancel your SIP order, follow the below steps: Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics. S...
Thu, 23 Nov, 2023 at 3:46 PM

How come my SIP deduction didn't happen despite setting up AutoSIP?

Your SIP deduction might not have happened despite setting up AutoSIP due to the following 2 reasons:  Mandate should be approved before the SIP instalmen...
Fri, 5 Jan, 2024 at 12:05 PM