Margin Trading Facility (MTF) - Upstox Help Center

Margin Trading Facility (MTF)

How to buy a MTF position?

Once MTF is activated, buying Stocks using MTF is easy. Just follow these steps: Step 1: Log into your Upstox  account Step 2: Navigate to My Lists and se...
Fri, 27 Dec, 2024 at 3:21 PM

Where will I see my MTF Positions?

All MTF Positions will be visible under the Positions tab, labeled as MTF on the Upstox platform.
Mon, 11 Dec, 2023 at 11:24 PM

How to sell a MTF Position?

The process to sell MTF Positions is the same as selling your Demat Holdings on Upstox. Follow the steps below to Sell an MTF Order: Step 1: login to the ...
Thu, 24 Oct, 2024 at 12:45 PM

Why am I asked to do eDIS while selling my MTF Position?

eDis is the process to sell any Stocks bought on Upstox (in case you have not submitted your POA to Upstox). You can also check How can I generate CDSL Tpin.
Thu, 28 Dec, 2023 at 11:41 AM

When does my MTF Position get squared off by Upstox?

As per the terms and conditions for MTF, if you’ve not exited/sold your MTF Positions within 365 days on a temporary basis, Upstox will square them off on t...
Fri, 15 Mar, 2024 at 10:28 PM

What happens on the 365th day if I hold an MTF Position?

As per the terms and conditions for MTF, if you’ve not exited/sold your MTF Positions within 365 days on a temporary basis, Upstox will square them off on t...
Mon, 11 Dec, 2023 at 11:42 PM

Why am I not able to see the amount after I have squared off my MTF Positions?

As your MTF Position is essentially a Holding funded by Upstox and pledged with CDSL, we won't be able to release the funds in your funds section immedi...
Fri, 15 Mar, 2024 at 11:16 PM

What is the process of authorising MTF trades?

When you place an MTF order, on the same day you will get a notification from Upstox to authorise the order on CDSL before 7.00 PM. Click on this notificati...
Tue, 7 Jan, 2025 at 5:06 PM

Why do I have to authorise MTF trades with CDSL after the end of session?

As per SEBI guidelines, authorising MTF Positions on the CDSL website is mandatory. This is because when a broker provides funding through MTF, they must pl...
Tue, 7 Jan, 2025 at 5:23 PM

Why I have to authorise my MTF trades at the end of the day?

Authorisation is performed by the end of the day because, at this time, the broker has the precise information about the traded shares through MTF, allowing...
Tue, 7 Jan, 2025 at 5:24 PM