How to Pledge shares(On Desktop)?

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: From the provided options below, you can check previous transaction details.



Step 5: In the 'Holding available to pledge' section, you will find information about the securities from the portfolio that can be 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 10 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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