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Upstox Account Opening Guide 2024: Seamless Steps for Quick Access | Garv Thakur


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Upstox Online Account Open Process, Forms and Fees

Upstox is the online brand of RKSV Securities Private Limited. Upstox was incorporated in the year 2009. RKSV Securities is a Mumbai based online stock brokerage company that has over 1 lakh customers with a daily turnover of 15000 crores. Upstox is backed by notable investors like Ratan Tata, Kalaari Capital, and GVK Davix. Upstox is among the most popular discount brokers famous for its discount brokerage plan.

Charges for Account opening

The account opening charges for trading and demat account are shown in the table below:
For Individual:



Trading Account Opening Charges

₹0 (Free)

Account AMC Charges

₹0 (Free)

Demat Account Opening Charges

₹0 (Free)

Demat AMC (Yearly)

₹0 (Free)

Upstox huf account (Hindu Undivided Family):
Upstox has presently stopped upstox huf account or upstox joint account opening non-individual and for further more details about HUF you can contact to upstox account opening helpline number.

For LLP (Limited Liability Partnership):
Upstox has presently stopped opening non-individual and upstox joint accounts.

Also, Upstox has been offering a wide range of financial services for around 10 years. Upstox account or new upstox account offers trading services in Equity, Currency and derivatives across NSE and BSE. Upstox also offers the in-house build advanced trading software that makes it more efficient for trading. If you open upstox account then you will get upstox account benefits with zero upstox account charges or upstox account free opening.

Free upstox account is available for traders with enormous amount of trading features. Hence upstox charges for demat account or upstox demat account charges is zero. Upstox demat account yearly charges is also zero.

In this article we will provide you upstox account open process and read about how to open an upstox account? and upstox account opening charges and upstox account maintenance charges and upstox account opening fees. And also, we will read about documents needed for upstox account.

What is upstox account?

• Upstox Open account (Upstox new account offer)
Upstox account review: Upstox offers a complete paperless (or say online) and upstox zero account opening procedure. Upstox demat account is necessary to trade in equities, currency or any other asset class on NSE and BSE. With Upstox, the customers can open a trading account and a demat account  at one time. Upstox account creation process is simple and easy. Upstox today account opening charges is zero so you can simply open your upstox demat account.

•Is upstox giving free demat account?
Yes, upstox new account opening charges or upstox pro account opening charges is zero and Upstox account annual charges and upstox account maintenance charges upstox account amc charges is zero.

• How many days it takes to open upstox account or in how many days upstox account open?
Upstox account opening time or time taken to open upstox account is about 12-24 hours.

Documents needed for upstox account (documents required to open upstox account)

The documents required for upstox account opening 2024 are mentioned below:
1. Aadhar Card Number.
2. PAN Card Number.
3. Cancelled Cheque (Scanned).
4. Latest Bank Statement with IFSC/MICR code mentioned on it.
5. Copy of your Signature (Sign on an empty paper and scan).

Note: You have to make sure that your Aadhar number is linked with your correct mobile number.

How to open upstox account?

The Upstox account can be create either by using your Aadhar Card (Online) or by not using it i.e. Offline.

Opening an Upstox Account by using Aadhar details

Upstox new account opening process is simple and easy we have mentioned steps to open upstox account below:
1. Visit the official website of Upstox and go to the account opening page.
2. Upstox account create by entering the details such as email Id, mobile number, etc.
3. Next, enter your PAN card, Aadhar card details and verify them with the OTP sent on your mobile number.
4. Upload the documents.
5. Review the information you provided and then confirm the application.
6. In some time, you will receive a confirmation mail along with a demat form and a POA (Power of Attorney form).
7. At last, you will receive the upstox account login and password that are required to sign in to your Upstox account within 24 hours of activation.

Upstox account opening without aadhar card

If the customer does not have an Aadhar card, he/she can still open an account with Upstox and start trading in it.
Upstox account opening steps are mentioned below:
1. Download and take a print of the account opening form.
2. Sign at all the places marked with X. The sign should not differ from the sign on your ID proofs.
3. Affix a recent passport size photograph in the specified place in the form and sign across it.
4. Read the first page of the form that provides the Upstox account details and information.
5. As upstox new account opening charges are zero you no need to pay any charges.
6. Attach all the necessary documents to the form and courier it to the company address. Upstox company representative will contact you once the documents are received by them for the further process.

Upstox 3 in 1 account review

Upstox 3 in 1 account meaning: Upstox has launched upstox 3-1 account last year by joining hands with IndusInd banks. To provide seamless trading and banking experience, upstox has come up with a 3-in-1 account bundled in one to allow open trading, Demat, and Bank account. This account is also referred to as Industox account.
For more details you can contact to upstox 3 in 1 account customer care number.

Upstox 3 in 1 account benefits
• Highly Convenient
• Invest in Wide Range of Instruments
• Access on Multiple Platforms
• Safe & Secure
• No wait time or transfer fees for allocating funds for your investments

Can i open two upstox account (can i open 2 upstox account)?

In India, there is no restriction to the number of trading accounts or demat accounts that one person can hold or open. You can open as many upstox account as you wish.

How to check upstox demat account status?

Check upstox account status (status of upstox account opening):
To track upstox account opening or to know about upstox new account you can reach to upstox account opening helpline. If you have submitted the account opening application via Offline then you can call or send mail on the Upstox customer support team to check upstox account status.
If you have opened your upstox demat account and want to know your upstox demat account details or check upstox account status you can contact to upstox account customer care number.

Upstox account activation status

Upstox account not activated : If you do not trade for six months or more, then, your trading account status turns dormant. To reactivate dormant upstox account, you need to send upstox account reactivation online along with the latest bank statements of the last six months. Bank statements need to be self-attested.

Upstox demat account refer and earn to your friends to earn exciting offers

Your friends get:
• Demat + Trading account with zero account maintenance charges
• ₹0 commission* Mutual Funds and IPO investing
• ₹20* per order on Equity, F&O, Commodity and Currency

For Terms & Conditions visit the official website of upstox.

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Frequently Asked Questions

A stop-loss order is an order placed with a broker in order to buy or sell a specific stock once the stock reaches a certain price. A stop-loss is designed in order to limit an investor's loss on a security position.
Yes, everyone can invest in mutual fund through Upstox with Upstox demat account.
While carrying Intraday orders, we trade using margins and thus the trade goes in loss showing the negative balance. It will show the negative balance till the time we square off our trade or their RMS team do so. Your AMC might be deducted and this is the reason why it shows negative balance.
No, you cannot buy direct mutual fund through Upstox as it does not provide direct mutual fund schemes.
₹20 brokerage and 5x intraday margin are the most suited for a new trader. Whereas, the Priority plan is best for the experienced traders who require higher leverage. The brokerage charges (₹20 per trade) are also higher under the Priority Plan.
It allows customers to trade across Equity, Currency, Commodity and Derivative segments in Indian stock market. Upstox has various advanced technology platforms like Pro Web, Mobile Nest Trader, Fox Trader and DartStock.
The Upstox has pioneered the low-cost brokerage model. Thus while trading with Upstox, equity delivery trades are free of cost. For intraday trading on BSE, NSE and MCX and F&O. It is 0.05% or up to ₹20 per order traded.
Upstox is good for mutual funds as it provides regular mutual funds plans from 2500+ fund houses.
Upstox Nest Trader download from official website of Upstox is possible.
You can invest in mutual funds through Upstox if you have a Upstox demat account.
The Upstox provides three trading platforms. There is Upstox Pro web that you can access from your favorite browser. The other software Upstox Mobile which is available on both Android and iOS will help you in trading on the go.
Upstox runs a partner program wherein you can become a sub-broker and start referring customers from your network. You can earn commissions when they trade. You can receive earnings in two ways in this program either earn a part of the brokerage paid by your referrals or earn incentives for referrals when they open an Upstox account.
The Account opening is free. But if you pay ₹149, you will get a brokerage credit worth ₹250 with the validity of 30 days.
To buy mutual fund in Upstox, login to Upstox MF using Upstox ID and password.
You can withdraw money from your Upstox account directly from the application. You go to the balance section of the app and choose to “withdraw funds” from your securities or commodities account. Once after selecting the account, click on the “withdraw” screen. Now enter the amount you want to withdraw and click on “submit”.
Upstox is an online broker and a POA is compulsory during the account opening. This is done in order to keep your information safe and secure.
Upstox is one of the top discount brokers of India. It provides trading services at very low and unbeatable prices.
There is no limit of how many banks accounts you can link with Upstox. One bank account will be marked as the primary account and rest of them will be marked as the secondary bank accounts.
There is no such thing as Upstox branches. Upstox is a complete online stock broker. Only its registered office is situated at New Delhi and Head office situated at Mumbai.
No, Upstox does not provides direct mutual fund schemes or plan.
Upstox Mutual fund is an investment platform where investor invests in a pool of money to achieve their long-term financial goals.
Yes, any one with Upstox demat account can buy mutual funds in Upstox. If you do not have an Upstox demat account, you can easily open an online Upstox demat account.
Upstox Mobile App Support is significantly invested in technology. After Upstox mobile app login users can use its features and tools to its customers. For Upstox mobile app links, visit the official website of Upstox.
Mr Ravi Kumar CEO & (Co-Founder), Kavita Subramanian (Co-Founder) and Shrini Vishwanath.
The monthly maintenance charge for the demat account is ₹25 (excluding GST). This amount will be charged at the end of every month.
The trading with Upstox is completely safe. The company started offering its services in 2012 and since then it has grown exponentially. It has lakhs of trusted customers and over 5 lakh customers traded in January 2020. This made it rank as the second largest discount stock broker in India. The company is registered with the SEBI, BSE, NSE, MCX, CDSL and NSDL. It is regularly audited by the exchanges and no violations have been noticed so far. The company is backed with the leading investors like Ratan Tata, Tiger Global and GVK Davix.
Login to Upstox mobile app or login to Upstox trading software using your Upstox demat account login credentials to use Upstox demat account.
Yes, Upstox provide mutual fund investment facility to customers.
The client can freeze his account in case he does not wish to do any transaction in the near future. This helps in curbing the unauthorized use of demat account & prevention of frauds. The account will be de-freeze only on the instructions of the account holder.
When you open a Upstox demat account, Mutual fund segment is automatically activated. But if you plan to invest in Upstox mutual fund SIP, an Upstox mutual bank mandate bank mandate form is required to allow auto debit from your bank account at regular intervals as chosen by you to invest in SIP.
To reactivate your Upstox account, all you need to do is to fill the reactivation form and email it to us at ‎ You also need to send a bank statement of the last three months that have been self-attested. Once after we receive this, your account will be reactivated within 24–48 business hours.
Upstox mobile is an advanced trading app provided by Upstox for easy and seamless trading experience.
Upstox core services does not include providing trading or stock tips. As an online broker, Upstox believes in keeping costs as low as possible.
Upstox is trustworthy and reputed stock broker in India. It is registered with SEBI. CDSL, NSDL, BSE, NSE and MCX with multiple exchanges are verified the UPSTOX.
There is no minimum balance that you are obliged to maintain in an Upstox Mutual Fund account once after the first time when you purchase the SIP.
You can upgrade your Upstox account by just sending an email from the registered email Id to Remember to keep the subject line "Request to change brokerage plan." Make sure that you mention your Name and UCC in the email. The request for changing brokerage plans will be processed in 24-48 hours during business days.
One of the major advantages of having trading account with Upstox is their low-cost structure. As a result, they do not provide any RM (Relationship Manager) services, even in Mumbai.
The Trigger price in Upstox is the pre-set price on a buy or sell order in trading. The order here is a special order such as a “stop-loss order”, a “take-profit order”, “bracket order” and a “cover order”.
The withdrawal of money procedure is an online process. Thus, every request is processed within 24 business hours after the trading day has ended. The Upstox staff get notified of your withdrawal request and hence they process all withdrawals once at the end of each day.
There is no demat account opening charges in Upstox. Free demat account opening in Upstox is available.
Upstox mutual fund is regular.
Yes, the account opening in Upstox is free with a ₹249 prepaid brokerage plan. Currently the company does not charge any account opening fee for the individual trading accounts.
When you open a Upstox demat account, Mutual fund segment is automatically activated in it. There is no separate activation required.
Upstox brokerage charges are Equity Delivery- ₹20 or 2.5% (whichever is lower) for Equity & Future- ₹20 per executed order or 0.05% (whichever is lower) for option Flat ₹20 per executed order.
There is no separate account opening required for mutual fund investment in Upstox. Only a Upstox demat account is required to be open. Visit to check Upstox demat account opening procedure.
To start trading with Upstox, you need to open an account in Upstox stock broker.
Upstox Nest trader login can be done using Upstox Nest Trader.
Upstox demat account provides demat services. Upstox provides demat account facility as it is depository participant with both CDSL and NSDL. Anyone can easily open demat account with Upstox online.
In order to change your phone number in the Upstox account, you will have to open an online service request. To change phone number in Upstox, follow the below mentioned steps: a) Go to b) Click on 'Sign in' > 'Dashboard' c) Upstox Login to the dashboard (Upstox back office) d) Choose and click on the 'Service Request' box e) Then, click on 'Change your Mobile Number" f) Enter the new phone number and verify the OTP. Once after the request is submitted, it will be processed in 24 to 72 hours.
There is no separate Upstox trading software brokerage. Only Upstox brokerage is applicable as per the Upstox brokerage plan.
Visit to find the Upstox account opening procedure.
Upstox is not a listed company. It is a privately owned company run by the promoters of the company including Mr. Ravi Kumar and Mr. Shrinivas Viswanath. Four major investors that include Mr. Ratan Tata, Tiger Global Management, GVK Davix and Kalaari Capital Partners invested in this company.
The “Validity in Upstox” means the tenure or period for which a placed order is valid. The price of a stock moves up and down on a regular basis and thus the order is executed only when the matching price is available.
Span and Exposure margin is the leverage provided by Upstox to their customers. Find the above list to check Upstox margin exposure or visit the official website of Upstox to check Upstox exposure calculator.
If you are deciding to close your account then you can delete it, then you can delete it. Upstox does not charge any fees to close your Upstox demat or Upstox trading account. Just make sure that all your dues are clear and transfer all existing securities from your Upstox demat account.

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