You can enter the average price for transferred shares from the ‘Holdings’ tab under the ‘Report’ section. Follow these steps:
1. Web Flow:
Web Flow:
1. Log into your Upstox account.
2. Click on 'My Accounts' → ‘Reports & Corporate Actions.
3. Click on 'Holdings' → 'Discrepancy'.
4. Select the shares that need to be updated. Click on ‘update’.
5. Fill in the necessary details, such as the purchase date, transferred quantity, average price and type then click on the save button.
Mobile Flow:
1. Log into your Upstox account
2. Navigate to the ‘Account’ section → Click on the ‘Name’/ UCC on the top left side of the screen. You will be redirected to the account.upstox.com page.
3. Click on 'Reports' → 'Holdings' →'Discrepancy'.
4. Select the shares that need to be updated. Click on 'Update'.
5. Fill in the necessary details, such as the purchase date, transferred quantity, average price and type then Click on the ‘save’ button.