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Are there any fees or charges for using upstox to track external financials?
No, Upstox does not charge any additional fees for linking or tracking your external financial accounts and investments. This service is provided to help y...
Mon, 2 Dec, 2024 at 12:59 PM
Does Upstox provide insights or analysis of my external equity holdings?
At Upstox, we value your financial journey and strive to empower you with a comprehensive understanding of your investments. Here's how we make it easie...
Mon, 2 Dec, 2024 at 12:43 PM
How can I track my external equity holdings via Upstox?
We have integrated with an account aggregator partner to get your external equity holdings safely in no time, with your consent. To check the external hold...
Sat, 7 Dec, 2024 at 4:47 PM
Is it safe to track my equity holdings via Upstox?
Yes, it is completely safe to track your equity holdings via Upstox. We prioritize the security and privacy of your data by employing advanced encryption pr...
Mon, 2 Dec, 2024 at 12:33 PM
How to refresh external holdings?
We automatically refresh your external equity holdings once a week, every Monday. You can view the last refreshed timestamp directly in your Upstox app for ...
Mon, 2 Dec, 2024 at 12:30 PM
How to delink my demat accounts?
To delink the external account please follow the steps below.: Step 1: Open Onemoney on your mobile device or desktop. Step 2: Enter your registered mobil...
Sat, 7 Dec, 2024 at 5:23 PM
Can I sell the external holdings that I’m tracking on Upstox?
No, you cannot sell your external equity investments through Upstox. The platform only allows you to track the current value and the number of units held in...
Mon, 2 Dec, 2024 at 12:22 PM
Will my Mutual Funds investments also be tracked when I link my demat accounts?
At Upstox, we prioritize your privacy and only import data with your explicit consent. If you wish to monitor both mutual funds and equity holdings linked ...
Mon, 2 Dec, 2024 at 1:30 PM
Is there a limit to the number of demat accounts I can link to my Upstox account?
Yes, you can connect all your Demat accounts, bank accounts, and even include your mutual fund investments within your Upstox account for a comprehensive vi...
Mon, 2 Dec, 2024 at 1:32 PM
Can I view historical data of my external equity holdings through my Upstox account?
No, you can only track the units and their current value, along with accessing insights and analysis provided by Upstox to help you understand your portfoli...
Mon, 2 Dec, 2024 at 1:35 PM