Kindly follow the below steps to submit your bank statement automatically.

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

Step 2: Once you login, click on ‘Account’.


Step 3: Click on ‘Profile’.


Step 4: Click ‘Trading segments’ under ‘Profile’. You will be redirected to the segment activation page.


Step 5: Click on ‘Activate Segment’ for the segment you want to activate.


Step 6: Allow camera access to take your selfie.


Step 7: For MCX, you will also be asked to upload a live photo.


Step 8: Select ‘Bank statement’ and then click on ‘Continue’.


Step 9: Select your ‘Primary Bank’ listed with Upstox.Then click on ‘Continue’.


Note: Your bank statement should cover the last 6 months with at least 1 transaction of ₹5000 or more.

Step 10: Select ‘Automatically fetch’ and then click on ‘Continue’.


Step 11:  Enter the 6-digit OTP sent to your bank registered mobile number, then click on ‘login’.


Step 12: Select the bank account and click on ‘Done’.


Step 13: Click on ‘Approve data sharing’ to share a statement from the bank to Upstox.


Step 14: Once approved, your bank statement data will be shared with Upstox shortly.

Step 15: eSign with Aadhaar and submit your application.


Step 16: You will now be redirected to the confirmation page, where you have to click on the checkbox and accept the ‘Terms and Conditions’ and click on ‘Proceed’.


Step 17: Now you will be redirected to the confirmation page, verify the details and click on ‘Sign Now’.


Step 18: Enter your Aadhaar/VID.


Step 19: Enter the OTP sent to your Aadhaar registered mobile number.


Step 20: Your request to enable this segment has been submitted successfully. 

Please Note: This usually takes 2 to 3 working days. After this you'll be able to trade in commodities.

Note: 

  • To take your bank statements directly from the bank, we have tied up with a third party vendor application Onemoney. These apps 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:

  • If you have submitted your consent to activate MCX while opening your Upstox account.
  • 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.