1. Direct Investment & Withdrawals

1. All investments made through Upstox go directly to the FD provider.

2. Withdrawals are conveniently credited to the same bank account used for your initial investment.

3. No need to open a new bank account—Upstox provides a seamless platform for investing in various FDs.

2. KYC & Personal Details

1. To invest in FDs, you must complete KYC verification and provide details such as:

• Name, mobile number, PAN, email, address, etc.
• Bank account details.

2. This process can be lengthy and cumbersome, but Upstox simplifies it by securely sharing your details with partner banks—only with your consent.

3. We use the same information you provided while creating your Upstox account, ensuring a seamless experience.