Where should I enter the average price for the transferred shares?

You can enter the average price for transferred shares from the ‘Holdings’ tab under the ‘Report’ section. Follow these steps: 

• Web Flow
• Mobile flow

Web Flow:

Step 1: Log into your Upstox account.

Step 2 :Click on 'My Accounts' → ‘Reports & Corporate Actions.
Step 3: Click on 'Holdings' → 'Discrepancy'.

Step 4: Select the shares that need to be updated. Click on ‘update’.

Step 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:

Step 1: Log into your Upstox account

Step 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.

Step 3: Click on 'Reports' → 'Holdings' →'Discrepancy'.

Step 4: Select the shares that need to be updated. Click on 'Update'.

Step 5: Fill in the necessary details, such as the purchase date, transferred quantity, average price and type then Click on the ‘save’ button.