How can I track my Bank accounts via Upstox?

Tracking all your bank account balances in one place provides a convenient and efficient way for you to stay on top of your finances, enabling better financial management and decision-making.

We have tied up with an account aggregator (RBI-regulated entity) to help you track your bank accounts safely and securely on Upstox after you provide your consent. 

Step 1: Log in to the Upstox app using 6 digits PIN or biometrics.

Step 2: On the new Upstox app, from the ‘Account’ section switch to ‘Upstox for investors’ mode if you’re on Upstox Pro mode.

Step 3: Click on 'Bank Accounts'.

Step 4: Click on 'Add bank account'.

Step 5: Click on 'Continue'.

Step 6: Confirm your bank's registered mobile number to track bank accounts and click on 'Continue'.

Step 7: Enter the OTP received on your registered mobile number and click on 'Login'.

Step 8: Select the bank which you want to verify and click on 'Verify accounts'.

Step 9: Enter the OTP received on your registered mobile number and click on 'Verify' and then 'Done'.

Step 10: Click on 'Verify remaining account'.

Step 11: Click on 'Approve data sharing'.

Done! You will now be redirected to Upstox. The bank account has been successfully verified, and you can track it there.