Account Details - Upstox Help Center

Account Details

Why and how do I need to upload financial statement or income proof ?

When you open an Upstox account, the Stock (Equities) segment and Mutual Funds are activated by default. This means you can start investing and trading in t...
Wed, 18 Dec, 2024 at 12:35 PM

Why can’t I log in?

If you are experiencing issues while logging in to your Upstox account, please follow the steps below: Steps to Troubleshoot Clear Cache Data: On you...
Tue, 26 Nov, 2024 at 6:35 PM

Types of accounts with Upstox

At Upstox, we offer two types of accounts to cater to your trading needs: Securities Account A Securities account enables you to trade in: Equities Fu...
Thu, 28 Nov, 2024 at 10:38 AM

How to check demat details?

To check Demat details linked to your Upstox account, follow these steps: Step 1: Login to the Upstox app using your 6-digit PIN or biometrics. Step 2: Cl...
Thu, 28 Nov, 2024 at 10:30 AM

How to check your registered email ID?

You can check your Upstox registered email ID by following these steps: Step 1: Login to the Upstox app using your 6-digit PIN or biometrics. Step 2: Tap ...
Thu, 28 Nov, 2024 at 10:24 AM

What is the process to transfer SGB from CDSL to NSDL?

An inter-depository SGB transfer refers to moving dematerialized Sovereign Gold Bonds (SGBs) from one depository to another, such as CDSL to NSDL or vice ve...
Wed, 27 Nov, 2024 at 3:45 PM

How to check my documents listed with Upstox?

In order to check your documents, kindly follow the below steps. Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics. Step 2: Click on ‘A...
Wed, 27 Nov, 2024 at 3:48 PM

How do I change my Primary bank account linked to my Upstox account?

Changing your Primary bank account on Upstox is simple and can be done in just a few taps. Here's what you need to do: Step 1: Login to the Upstox app ...
Wed, 27 Nov, 2024 at 4:27 PM

How do I link my PAN with my Aadhaar?

NOTE: Due to discrepancies in data between BSE, NSE and CDSL, there have been instances where orders on one exchange can go through but not on another. To ...
Wed, 27 Nov, 2024 at 3:36 PM

What is e-voting?

E-voting is an electronic voting system that allows members or shareholders to provide their consent online for resolutions proposed by companies. How Does...
Wed, 27 Nov, 2024 at 1:17 PM