Step 1: Login to account.upstox.com using your registered mobile number or scan the QR code.

Step 2: Click on ‘Actions'.

Step 3: Select ‘Margin Pledge.'

Step 4: To check previous transaction details, click ‘View History’.

Step 5: In the 'holding are available to pledge' section, you will find information about the securities from the portfolio that are pledged, along with those permitted for pledging.

Step 6: Check the pledge details and click on ‘Apply.

Step 7: Verify the number of scrips, margin, and terms & conditions.

Step 8: Scroll down and click on ‘Submit request’.

Step 9: Upon clicking ‘Submit request’, you will be redirected to the CDSL page where you have to enter the OTP received on the registered Mobile number.

Step 10: Click ‘Verify’.

Step 11: Click on the ‘close tab’ to return to the web portal.

Step 12: Click on ‘Done’.

Step 13: You can check the Pledged status of the current and previous requests in Transaction History.

You will receive an SMS from CDSL mentioning the pledge details.

Additional Notes:

• Upon confirmation by CDSL, you will receive the margin within 5 minutes.
• Real-time pledging is available between 8.30 AM to 4 PM.
• You will not be able to pledge shares after 4 PM.
• The cost of pledging, as well as unpledging, is ₹20 + GST per scrip.

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