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Upstox IPO Apply through WhatsApp

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Apply IPO with Upstox using WhatsApp

After noticing the rising investors’ interest in IPOs, on 1st Dec 2021, Upstox became the first discount broker to offer the facility to users to invest in Initial Public Offerings (IPOs) through WhatsApp. Now, people can apply for an IPO and open an Upstox Demat account using the WhatsApp UVA Chat BOT. The process is so simple and straightforward that facilitates users to subscribe to any IPO instantly using the WhatsApp chat window. The feature is available to both the registered as well as non-registered users with Upstox and allows them to even place pre-apply IPO order before the IPO opening date. The broker provides end-to-end IPO application support on WhatsApp. Scroll down the process to know how to apply for IPO with Upstox through Whatsapp, demo video, check IPO application status, and more.

Apply IPO with Upstox through WhatsApp

Upstox through integration with WhatsApp, allows investors to invest in IPO via the social media app, WhatsApp. The process is 100% online and takes a few minutes to subscribe to an IPO on WhatsApp Chat BOT “UVA”. Check out the step-by-step process to purchase an IPO via WhatsApp on Upstox;

Steps to apply in an IPO with Upstox using WhatsApp?

  1. First, save Upstox official mobile number, 9321261098, and send “Hi” to the Chat BOT ‘UVA’.
  2. To purchase IPO, click on the “IPO” option on the chat BOT.
  3. Confirm your mobile number and then enter the 6-digit OTP.
  4. Now, tap on the “Apply for IPO”.
  5. Among the list of IPOs, select the one you want to apply for.
  6. Select the “Apply Now” option and you can also tap on the “view other IPO” option.
  7. Enter the bid price in the IPO price range or apply at the cut-off price.
  8. Select lot size and then the UVA will show the total bid amount.
  9. Tap on the “Proceed” option to and the Chat BOT will ask for your UPI ID.
  10. Enter your UPI ID address and click on the “Accept & proceed”.
  11. The IPO application order will be sent to the exchange and you will receive a UPI mandate on your UPI ID.

Upstox IPO Apply using WhatsApp Demo

Check out the product demo to watch the complete step-by-step process to place IPO apply order in Upstox via WhatsApp. The demo link is provided below;

https://youtu.be/wSU-MGIZhzk

Upstox IPO Application Status via WhatsApp

Once you have successfully placed the IPO application order, you can check the application status on the UVA Chat BOT through the below steps;

  • Once you have applied for an IPO, UVA will send a message about the IPO application submitted to the exchange.
  • Tap on the “Application Status” option.
  • Now, select the IPO you have applied for.
  • Once done, the Chat BOT will show your IPO application status.

Last updated on 27th Jan 2022

Save 60% to 90% Brokerage

Start your investment journey with India's number one discount broker - Zerodha. Free delivery trade and free mutual funds Investment. Flat Rs 20 for Intraday,F&O, Currency and Commodity Trade.
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FAQs

Pre-apply IPO is a process to place an IPO purchase order before the IPO opening date when it actually opens for the public to subscribe. Upstox accepts pre IPO application orders from users, however, the order will be sent to the exchange on the IPO opening date of the bidding window.

 

Upstox WhatsApp Chat BOT UVA allows customers to place IPO bids through social media platform, WhatsApp via below process;

  1. Say just Hi to the WhatsApp Chat BOT UVA on the 9321261098 mobile number.
  2. Enter your mobile number and complete OTP verification.
  3. Tap on the “IPO” and select among the list of “IPO” available to apply.
  4. Check IPO details like opening and closing dates, lot size, price, etc.
  5. Click on the “Proceed” option and enter the bid lot and price.
  6. Provide the UPI payment address and then accept the terms & conditions.
  7. Once the IPO apply order is sent to exchange, you will receive the UPI mandate request.
  8. Accept the UPI mandate request to block the IPO amount.

 

Yes, Upstox UVA Chat BOT on WhatsApp allows customers to apply for an IPO, check IPO application status, and delete IPO orders. After you have placed an order to invest in IPO, you can now click on the “Delete Application” to cancel the IPO apply to order. It is to be noted that you cannot delete an IPO order, once the IPO closes for the subscription.

 

Yes, Upstox allows all investors whether they have a Upstox Demat Account or not to subscribe to an IPO through WhatsApp. However, you must have a Demat account with another broker so that allotted shares will be transferred into your Demat account. The process for non-Upstox users to purchase IPO on Whatsapp is stated here below:

  1. Send Hi on the 9321261098 Whatsapp number and click on the “IPO” option.
  2. Confirm your mobile number and enter OTP sent on your mobile.
  3. Now, Upstox will ask you to open a Demat account or offer an option to Apply without Upstox Demat.
  4. Click on the “Apply for an IPO” option and select your choice of IPO.
  5. Enter your e-mail address, PAN card details, and tap on the “Continue” option.
  6. Now, select your Demat depository (CDSL or NSDL) and enter a DP ID number. CDSL Demat holders need to enter a 16-digit Demat account number whereas NSDL Demat account holders have to provide an 8-digit DP ID and client ID as well.
  7. Select the IPO cut-off price and bid lot and then tap on the “Proceed” option.
  8. Enter UPI ID address and then click on the “Accept & Proceed” button to place your bid successfully.
  9. You can now check your IPO application status anytime on WhatsApp chat.

 

Yes, Upstox facilitates the Instant Demat account opening process via the WhatsApp messenger platform. Here are the key steps to open a Demat account via WhatsApp:

Upstox Account Opening using WhatsApp:

  1. Say Hi to the UVA Chat BOT on the Upstox official number, 9321261098.
  2. Click on the “Open An Account” option displayed on the screen.
  3. Enter mobile number and e-mail address and verify it with OTP.
  4. Enter Date of Birth as per your PAN card.
  5. Provide PAN card number and BOT platform will direct you to the account opening page.
  6. Provide personal details like name, bank account details, and others.
  7. Upload documents i.e. ID proof, address proof, and bank proof. Once all the details are verified, your Demat account with Upstox will be opened.

 


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