You can refer your friends from the ‘Rewards and Referrals’ page on the Upstox app.

Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics.

Step 2: Click on the ‘Account’ at the bottom of the screen.

Step 3: Click on 'Refer and Earn'.

Step 4: You have two options to invite user :

  • Share the link via WhatsApp.
  • Share using other apps.

If you click on ‘Share link via WhatsApp’, a pop-up appears where you can invite your friends via WhatsApp.

If you select the “Share using other apps” option, a pop-up will appear, allowing you to share your referral link through various methods, such as WhatsApp or other apps.

Important Notes

  1. Referral Reward Visibility:

    • The amount displayed on your screen represents the referral reward you are eligible to earn.

  2. Referral Link Usage:

    • After your referred friend receives the referral link, they need to:
      1. Click on the link.
      2. Follow the sign-up process.
      3. Complete the account-opening process with Upstox.

Key Points to Remember

  • Referral Link Validity:

    • The referral link is valid for 7 days. Your referred friend must open their Upstox account within this period for you to qualify for the referral reward.

  • Expired Links:

    • If your friend does not complete the account-opening process within 7 days, they will no longer be mapped to your referral. Even if you resend the link after 7 days, they will be treated as a regular non-referral lead in our system.

  • Active Offer Rewards:

    • Your referral reward will be based on the offer active at the time your friend successfully completes their mobile number and email verification via OTP during the Upstox sign-up process.

  • Monthly Referral Limit:

    • Referral rewards are valid for the first five successful referrals per month. Beyond this limit, no additional rewards will be granted for further referrals in the same month. A successful referral means the referred person has successfully opened an Upstox account.

  • Reward Eligibility Criteria:

    • To receive your referral reward:
      1. Your friend must sign up using your referral link.
      2. They must verify their mobile number and email address using OTP.
      3. They must successfully open their Upstox account within 7 days of signing up with the referral link.

We appreciate your efforts in growing the Upstox community!

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I referred a person, but the individual is not mapped under my name. How can I resolve this?