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
Signing a FATCA declaration
FATCA enables automatic exchange of financial information between India and the US. Indian financial institutions have to provide necessary information to Indian tax authorities, which will then be transmitted to the US. The inter-governmental agreement (IGA) with the US for implementing FATCA came into effect on August 31, 2015. Financial institutions were told to obtain self-certification and carry out due diligence procedure to determine the reasonableness of the self-certification in respect . For this reason the FATCA declaration is required as compliance requirement and to conduct the due diligence of the client.