Account Opening
- Upstox 3 in 1 Account
- What is the interest rate I will get on the savings account?
- Will I receive interest on the amount allocated in my trading account?
- Is there a minimum balance required to be maintained in the savings bank account?
- Will the account remain a zero balance savings account for life?
- What is the savings account limit?
- What are the charges for NEFT/RTGS, Passbook printing charges, SMS charges?
- Will, I get a passbook & chequebook at my registered address, or I need to visit the branch?
- Will my name be printed on the chequebook, passbook & debit card?
- How can I get my 249+18% GST on the first transaction in the first year?
- What are the issuance charges for the Titanium Master Debit card?
- Why do I need to transfer ₹1000 to my account?
- What is included in my Welcome Kit?
- When will I get my Welcome Kit for my 3-in-1 account?
- Whom can I contact for queries related to my 3-in-1 account?
- Can existing IndusInd Bank customers convert their non-zero balance account to a zero balance 3-in-1 account?
- Can existing IndusInd Bank customers convert their account to a 3-in-1 account linked with Upstox?
- Can existing Upstox customers open a 3-in-1 account?
- Are there any charges for Smart Transfer?
- Do I have to withdraw my profits?
- What happens to the unused fund that I had allocated for trading?
- What is the Smart Transfer feature?
- What are the steps to link IndusInd Bank account with Upstox?
- What are the steps to open an Upstox 3-in-1 account? Is it a fully digital process?
- What documents are required to open an Upstox 3-in-1 account?
- What are the benefits of an Upstox 3-in-1 account?
- What is the Upstox 3-in-1 account?
- Online account opening
- How to open an online account?
- What documents do I need to upload?
- What is In-Person Verification (IPV) and why it is needed?
- How long does it take to open an account?
- Do I get to choose the segments I am allowed to trade?
- How to open non-individual account?
- Do I get a notification regarding which segments am I allowed to trade in?
- Why is a Power Of Attorney (POA) required?
- Why has my application been rejected?
- What is KRA?
- Brokerage and account opening charges
- Account opening charges
- Brokerage plans
- Calculate brokerage fees for different segments
- Mandatory statutory charges for different segments
- Depository Participant (DP) transaction charges
- Call-and-Trade services
- Brokerage Charges non-individual
- Income tax on holdings
- Calculating GST
- Cost of using Upstox Pro Web and Upstox Pro Mobile
- Offline account opening
- How to open an account without an Aadhaar Card?
- What documents do I need to send?
- How to open a non-individual account?
- Documents required to open a Partnership LLP Account
- Documents required to open a Hindu Undivided Family (HUF) account
- Do I get a notification regarding which segments am I allowed to trade in?
- Why the application has been rejected?
- Getting started
- Can I call and trade?
- How do I check my orders?
- What is FATCA? Why do I need to sign it?
- How to update the POA?
- How to sell shares without a physical POA?
- How do I refer someone to Upstox? What are the benefits?
- Opening an account without Aadhaar
- Brokerage and account opening charges
- Uploading mandatory documents
- Checking my orders
- Benefits of referring friends to Upstox
- Reactivating existing account
- Bank Details
- Getting started
- Paperless account opening
Documents required
- How to sell shares without a physical POA?
- Submitting required documents
- Mandatory hardcopy of POA
- Why POA is required
- Updating POA
- Change of mobile or email
- Change or update address
- Bank account proof
- Authorisation letter for ECC
- Documents accepted as income proof
- Performing in-person verification
- Unable to click NEXT button on document upload
Performing in-person verification
Performing in-person verification
SEBI requires Upstox to perform an IPV (In Person Verification) with you before activating your account. This is done in order to ensure that your identity is verified and the security of your details is maintained.
Making the video:
- With Upstox, conducting an In-Person Verification is also hassle-free and fast. You just have to record a clear video of yourself holding up your original documents.
- Ensure that the video displays the following documents clearly:
- Original PAN—Front and the back side.
- Original Address Proof—This address should match the one that you provided on your application form.
- Make sure that you hold the PAN Card and Address Proof for a minimum of 10 seconds in order to capture the details clearly.
- In the video please read out the following details clearly:
- PAN Card Number
- Aadhaar Card Number
[Client instruction: In the video, please read out that the PAN Card Number and Aadhaar Card Number that you are holding is original and the same belongs to you.]
Sending the video:
- Once you’ve made the video, you can WhatsApp the video to our team on 9082673114.
- DO NOT FORGET to mention your Name, Email ID and Phone Number registered with us while sending the video.
- Send us an email with the video and the details mentioned above to support@upstox.com
- If you’re sending us the video via email, we recommend you to use your Gmail account. Other accounts might not allow you to attach a file larger than 25 MB.
Need help? Feel free to contact us at +91-22-6130-9999 or chat with us on www.upstox.com