Kindly follow the steps mentioned below to submit your bank statement automatically.
Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics.
Step 2: Once logged in, click on ‘Account’.
Step 3: Navigate to ‘Profile’ and click on it.
Step 4: Click on ‘Trading segments’ under ‘Profile’. You will be redirected to the segment activation page.
Step 5: Click on ‘Activate segment’ for the segment you wish to activate.
Step 6: Select ‘Bank Statement’ and then click on ‘Continue’.
Step 7: Choose your ‘Primary Bank’ listed with Upstox and click ‘Continue’.
Note: Your bank statement should cover the last 6 months with at least 1 transaction of ₹5000 or more.
Step 8: Select ‘Automatically Fetch’ and then click on ‘Continue’.
Step 9: Enter the 6-digit OTP sent to your bank-registered mobile number, then click on ‘login’.
Step 10: Select the bank account and click on ‘Verify accounts’.
Step 11: Enter the OTP sent to your bank registered mobile number, then click on ‘Verify account’.
Step 12: Click on ‘Approve data sharing’ to share a statement from the bank to Upstox.
Step 13: Once approved, your bank statement data will be shared with Upstox shortly.
Step 14: Enter the 6-digit OTP sent to your Upstox registered mobile number.
Step 15: Once your request has been successfully placed, it will take about 2 - 3 working days for the segments to get activated. We will update you via email / SMS regarding the status of your request.
Note: To take your bank statements directly from the bank, we have tied up with a third party vendor application Onemoney. This app will not store your data.
Please Note:
In the following two cases, the eSign step is not needed. You just need to upload the necessary income proof and your request will be placed:
1. If you have submitted your consent to activate F&O while opening your Upstox account.
2. If your segment activation request has been rejected previously and you wish to resubmit your request.
Click here to view the income proof documents that are required for activating your segment.