Transfer and Conversion of shares - Upstox Help Center

Transfer and Conversion of shares

How do I transfer shares from another Demat account to Upstox?

If you wish to transfer shares from your other CDSL/NSDL Demat Account to Upstox Demat Account, you will need to submit a DIS (delivery instruction slip) to...
Tue, 8 Oct, 2024 at 7:25 PM

How do I transfer shares from Upstox to another NSDL demat account?

If you wish to transfer shares from your Upstox Demat Account to another NSDL Demat Account, you will need to submit a DIS (delivery instruction slip). It m...
Tue, 8 Oct, 2024 at 7:23 PM

How can I Dematerialise the physical shares?

If you wish to dematerialise the physical shares, then you are required to fill up the Dematerialisation request form (DRF) form duly signed and send it to ...
Tue, 5 Nov, 2024 at 1:15 PM

What’s the process to transfer shares (transmission cum closure) from Demat account in case of death of the holder?

Transmission is the process by which investments in the name (s) of deceased accounts holder(s) are transferred to the surviving joint holder (s) / nominee...
Mon, 30 Sep, 2024 at 1:28 PM

How to transfer shares from the Upstox account (CDSL) to another CDSL demat account?

At the moment, you can only transfer shares from Upstox to another Demat account and vice-versa if they’re a CDSL Demat account.  There are two ways to do t...
Fri, 8 Mar, 2024 at 8:06 AM

Guidance for 'Transfer cum Account closure' at Upstox

Transfer cum account closure: If you have any holdings in your account and wish to transfer them while closing the account, you can either sell your holding...
Tue, 22 Oct, 2024 at 2:04 PM