Upstox is a registered broker with BSE, NSE, and MCX to offer online trading in equity intraday, delivery, derivatives, commodities, and currency segment. If you have opened Upstox Demat & Trading Account then you can start free delivery trading and zero brokerage investment in IPO, digital gold, and direct MF, however, trading in other segments is charged at a flat brokerage of Rs. 20 per executed order. Customers can also open Upstox Global Investment Account to invest in 60+ exchanges across 25 countries to diversify the portfolio. Scroll down the page to get full details of Upstox Products and Services offerings.
Upstox is a registered DP with CDSL and NSDL to offer a Demat account opening facility to customers. The Demat account in Upstox allow users to keep securities i.e. shares and mutual funds in electronic format.
|Upstox Demat Account Opening Charges||Free|
|Upstox Demat Account AMC||Rs. 300 (Rs. 25 per month)|
Trading account is an account to buy and sell shares, mutual funds, F&O contracts, commodity, currency, and digital gold. Upstox charges a flat brokerage trading of max Rs. 20 per order on trading in different segments. One can open trading account in Upstox for Free at zero account opening fee or nil AMC charges.
|Upstox Trading Account Opening Charges||Free|
|Upstox Trading Account AMC||Free|
Upstox is a registered trading member of BSE and NSE stock exchanges to offer equity trading services. The broker offers free investing in stocks or delivery trading whereas charges Rs. 20 per order intraday brokerage.
You can also trade-in equity derivative (equity futures & options) segment on the BSE and NSE exchanges. All you need to do is just log in to the Upstox account on the Pro web or app and start F&O trading at the max brokerage of Rs. 20 per order.
Upstox is a registered MCX member to offer commodity futures trading at Rs. 20 per order or 0.05% whichever is lower & options trading at flat Rs. 20 per executed order. Pro platform (web and mobile app) is the commodity trading platform with Upstox.
Upstox customers can trade in currency futures & options segment at flat Rs. 20 per order brokerage through the Pro platform. There’re four global currency pairs available with the broker include USD/INR, Euro/INR, GBP/INR, and JPY/INR that are allowed to trade.
Invest in Direct mutual funds with Upstox for free at Zero brokerage! The broker has a tie-up with 20+ large AMCs to offer a range of schemes across equity, debt, and hybrid categories. Anyone who has Upstox Trading & Demat Account will have direct access to the Upstox Mutual Fund platform thus, the broker doesn’t necessitate users to open a separate MF account.
Earlier, the broker was offering Upstox NRI Account to facilitate NRI trading facilities. Clients were able to open a Upstox NRI Trading and Demat Account and start online trading at a brokerage of Rs. 200 per order or 0.01% whichever is lower. But now, with effect from 1st July 2019, the discount broker has temporarily suspended NRI service offerings.
You can apply IPO online through UPI over the Upstox Pro web and mobile app-based platform. IPO investment with Upstox is absolutely free and charged with a nil brokerage fee. Customers can also purchase IPO without UPI through the net-banking process.
Upstox provides a global investment opportunity to customers to invest across 60+ exchanges in 25 countries. Customers who have opened Upstox Global Investment Account can invest in global stocks like Apple, Google, Facebook, etc. to diversify their investment portfolio. Once you opened a Global account in Upstox then you can access the Global investment platform and invest in multinational company's shares.
|MIS (Margin Intraday Square Off)||MIS are particularly intraday orders means people placing such order mush square off their positions the same trading session. MIS order applies for equity cash and future products and such orders are automatically squared off at 3:15 PM.
|CNC||CNC stands for cash N carry order that is a non-intraday order and placed to trade in equity delivery segment. Investing in stocks or delivery trading with Upstox is free.|
|NRML||Normal margin orders are used for carry forward trades where no leverage is applied.|
|Limit Order||Buy or sell a particular scrip at a specified price.|
|Market Order||Buy or sell a scrip at a prevailing current market price.|
|Stop-loss order||It executes trade order when the stock reaches a specified price. Here, stop loss is set to limit the investor’s loss at a certain extent.|
|Stop loss market order (SL-M)||It is a trade order that is generated after the trigger price.|
|Bracket order (BO)||As the name itself, the order is useful to lock profits and limit loss by the means of bracketing. For instance, a buy order can be bracketed by a low-side sell stop order and high-side sell limit order or vice-versa position can be maintained in sell orders.|
|Cover order (CO)||Cover order is an order that is compulsory accompanied with a stop loss order in a specified range.|
Upstox Pro Web 3.0 is a revamped portfolio built by integrating TradingView charting platform. The professional Trading View charting platform provides an abundance of features i.e. multi-timeframe setting, customizable charting options, Stochastic RSI indicator, and more. Users have two charting library options on the Pro platform that are ChartIQ and Trading View.
AmiBroker is one of the leading charting software that provides tools to backtest a trading strategy, coding and formula editor, and analyze the market using different indicators and technical charts. To serve customers in the best way, Upstox has also created Bridge to AmiBroker platform that connects Upstox with Amibroker so that users can use the best of technology and technical charting as well. Anyone who has opened a Upstox account can subscribe Amibroker bridge platform and gets its license key from the developer portal that is valid for 30 days and then the renewal will be required.
Upstox customers can call at 022-6130-9999 to customer care executives who will place buy or sell trades on the behalf of customers. It is to be noted that the broker doesn’t offer a free call and trade facility.
Upstox call & trade charges: Rs. 20 per order
Refer Upstox account to your friends and family members and get the following referral benefits of Rs. 500 on successful account opening by a referred person. Upstox provides a referral code to every client to refer Upstox account to others.
You can become a partner with Upstox and earn commission income. Upstox partners can get benefits through different ways such as brokerage sharing and referral incentives through referring Upstox account to others.
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Whatever the platform of trading you are using whether it is Pro Web or Pro Mobile, you can avail margin trading facility offered by Upstox following below steps;
Margin trading, as the name implies, helps traders to place trades without having required money in hand as it can be borrowed from the lender upto the available margin. Almost every broker offers their clients margin trading facility and Upstox doesn’t remain an exception. Clients can activate margin trading online and the activation process will take even less than a minute.
Steps to enable Upstox with TradingView charts;
Upstox allows customers to place bracket order (BO) through its Pro web and app trading platform. Bracket order is a OCO (One cancel others) order that is actually 3 legged intraday order; first leg is about buying and selling the scrip, 2nd leg is placing stop loss order, and the 3rd leg is profit booking order.
Steps to place bracket order in Upstox;
A cover-order is an intraday 2 legged order, first leg is normal order to buy or sell stock and second leg is a stop loss order. Upstox facilitates customers to place a cover order on the Upstox Pro platform.
Steps to place cover order (CO) in Upstox;
Upstox runs a referral program wherein clients can get a referral code to refer Upstox account to others. You can refer Upstox account to others following the below process;
BTST means “Buy Today, Sell Tomorrow” means selling a stock that is not yet credited to the Upstox Demat Account. Earlier, Upstox was offering its customers to do BTST trades by purchasing a stock today and sell it within T+1 day but after SEBI’s new margin policy in 1st Sep 2020, the discount broker has stopped offering BTST facility.