How to Block and Unblock Your Trading Account?
The voluntary blocking and unblocking feature in Upstox is designed to enhance your account security and help manage potential risks. Below is a detailed guide on how to block or unblock your trading account.


Blocking Your Trading Account.
You can voluntarily block your Upstox trading account using the following steps:

To block your account kindly follow the below steps:

Step 1: Log in to the Upstox app using your 6-digit PIN or biometrics.
Step 2: Tap on ‘Account’ at the bottom of the screen.

Step 3: Click on ‘My Account’.

Step 4: Click on ‘Profile’

Step 5: Click on ‘My trading segments/Block account’.

Step 6: Click on ‘Block account’.

Step 7: Read the disclaimer and click on ‘Block account’.

Step 8: Enter the OTP you received on your mobile number and email ID. Then click on ‘Block account’.

Processing Timeline for Blocking

Requests during market hours: Your account will be frozen within 15 minutes of submitting the block request.

Requests after market hours or just before the next trading session: Your account will be frozen before the next trading session starts.


Handling Open Positions and Pending Orders

When you block your account:

1. Pending Orders: All pending orders will be canceled immediately

2. Open Positions: You have three options for managing open positions:

  • Self-Square Off: Use the app or web login to close your open positions before the block takes effect
  • Customer Service Desk: Request the call-and-trade service to square off your positions
  • Continue Holding: You can retain your open positions. Upstox will provide you with details, including contract expiry information

Note: Open positions remain subject to Risk Management System (RMS) actions. You are responsible for addressing margin shortfalls and covering any resulting losses. Losses incurred from squaring off positions via the customer service desk are also your responsibility.


Unblocking your Trading Account

To unblock your account, follow these steps:

1. Contact our customer service desk to initiate the unblocking request

2. Your account will be reactivated within 2 working days of submitting the request


Important Considerations for Block/Unblock Requests

1. Due Diligence: Upstox will conduct a series of verification questions to confirm your request. Based on this process, Upstox reserves the right to reject requests for blocking or unblocking accounts.

2. Notification: Once your account is blocked or unblocked, you will receive an intimation within 1 hour via your registered email ID and mobile number.


For further assistance, feel free to reach out to our customer service desk. This feature is designed to help you take proactive steps in safeguarding your trading account.