Upstox Account Opening, Trade with Upstox|2019

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Upstox Account Opening

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    Upstox was operating from his head office till 2017, after that they changed their policy with branch offices, which means the company is completely technology focused and using the advantage of digital technology and broader use of internet availability. Opening a new account with Upstox is a paperless process, you need to have your Aadhar Number, PAN card, Digital Photo, Copy of Bank Statement and one canceled cheque. Aadhar number must be linked to your primary phone number for OTP verification. Complete account opening process is paperless and quick.

    If you are not comfortable with the paperless application, you can download the form, sign on specified sections, fill the form manually and courier to Upstox Sales Office with required document list and account opening cheque.

    Once you are done with account opening process, you can download Upstox Mobile app on Android or iOS device, or use Upstox Pro Web trading platform or Next Trader desktop trading platform to start trading. You can transfer fund from the trading application and net banking facility of your primary bank account. After fund transfer, you are good to start trading /investing in the market.

    Upstox also provide Mutual funds investment options that are also online so you can explore the same, For applying in IPO you need to apply using net banking ASBA process and use Upstox DP ID.

How to open an account with Upstox?

Tarding Account Opening Charges: Rs 150 Equity/ Rs 150 Commodity

Time to Open an Account: 3 days to 7 days

Opening an account is an online process with Upstox, but submitting physical form, POA form and document verification process will make this process bit longer. Below are the steps to open an account with Upstox:


  • PAN Card
  • Aadhar Card or Address Proof
  • Digital Photo
  • Signature on White Paper in Digital format
  • Cancelled Cheque - Digital Copy
  • Bank Statements - Last 6 Months
  1. Request

    Request for open an account with Upstox.

    Contact Upstox


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  2. Call Back

    Wait for a sales representative call from Upstox. He will explain you plan details and charges.

  3. Online Form

    Visit Upstox website to start account opening process online by provide your personal details – PAN Number, Aadhar Number, Bank Details and so on. You will get an email with the link and process explained by Sales team. You need to upload all prerequisite documents - PAN Card, Aadhar Card, Photo, Cheque, Bank Statement in Digital format. Size of each document must be less then 1MB. Possible format of files are .png or .jpg. Incase broker allow digital signature, then you need a photo of signature on white paper.

  4. Online Payment

    Pay Upstox account opening fees, if any.

  5. KYC Process

    Complete online KYC Process with help of Upstox support team.

  6. Download Form

    Download PDF file - if it Aadhar integrated (paperless) account, then you need to submit only POA form. For an offline process, you need to download complete form including POA form.

  7. Sign and Courier

    Sign required documents and courier back to corporate/registered office of Upstox. Document pickup facility available on selected location.

  8. Document Varification

    Documents verification by Upstox support team.

  9. Account Activation

    On approval/ account activation, you will get an email with user id and password from Upstox support team.

  10. Download Trading App

    Download Upstox mobile app or login using web-based trading platform.

  11. Fund Transfer

    Do online fund transfer into your Upstox trading account..

  12. Start First Trade

    You are all set to start your first trade with Upstox.

    Is Upstox Good and Reliable Broker?

    A technology advance broker, Upstox is able to hold its place in the top 5 discount brokers in India. Excellent in technology and tools, competitive brokerage plan – free delivery trading and max rs 20 plan for Intraday, F&O, currency and commodity, Online Mutual Funds investment, Award-winning customer support, For active traders – Upstox offer special Priority Plan for high margin/leverage requirement. Upstox has everything for all type of investor with competitive brokerage and best in class technology.

    New Account Opening - How to join Upstox?

    Opening Online trading account now a days is very easy, to join Upstox you need to provide your information and you will get call in few minutes from Upstox representative to explain you process. Depend on your choice online paperless or physical form base process team will guide to start the processing.

Request call back from Upstox

    New Account Opening offers with Upstox

    Upstox is giving refund of your account opening fee as brokerage refund, so get advantage of kind of free account opening with Upstox.

    Upstox Promo Code

    Upstox new trading and demat account opening, company dont have promo code, but giving current promotion to open an account and get account opening fee as brokerage cash back.

    Upstox Referral Code

    Refer a friend to Upstox and get 10% brokerage commission.

    In this section we have covered most frequest scenario you have about new account opening. Does Upstox have any promo code? Does Upstox have any special Offers? What are the refferal benefit with Upstox if I refer my frineds or family? How can I start my trade with Upstox? Is Upstox good and reliable?

Last Updated on 2019-06-27

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