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?
- What are the charges to open an Upstox 3-in-1 account?
- 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
Changing bank accounts
In order to change or add a different bank account, you can follow the following steps.
Step 1: Download/Print and fill out this form.
Step 2: Choose “Change Primary Bank Account” or “Add Secondary Bank Account” to change in trading & "Demat modification" to "Change in demat."
Step 3: Submit a canceled cheque of the new bank account you wish to change to. Make sure that the cheque contains: Your Name, Account Number, IFSC Code, MICR.
Step 4: This step only applies to you IF the canceled cheque DOES NOT have your details printed. Then, be sure to include your latest bank statement or front page copy of your passbook which has your name, account number, IFSC code and MICR.