How do I activate Margin Trading Facility?

No physical declaration is required to activate Margin Trading Facility. You just need a one-time activation. This works as follows:

On Upstox Pro

Web
1. Log on to Upstox Pro
2. Click on the scrip of your choice
3. Click on “Buy”
4. Choose order complexity as “Simple” and product type as “Delivery”
5. You will see the option “Enable Margin Trading Facility”. Tick the option
6. Then click ‘Accept’ to accept the terms and conditions
7. An OTP will be sent to your registered mobile number. Enter it and click on ‘Verify’
8. You will get an “Activation successful” message
That’s it!

Mobile
1. Log on to Upstox Pro
2. Click on the scrip of your choice
3. Click on “Buy”
4. Choose order complexity as “Simple” and product type as “Delivery”
5. You will see the option “Enable Margin Trading Facility”. Tick the option
6. Then click ‘Accept’ to accept the terms and conditions
7. An OTP will be sent to your registered mobile number. Enter it and click on ‘Verify’
8. You will get an “Activation successful” message
That’s it!

On Keystone

Alternately, you can also activate it via Keystone.

Once Margin Trading Facility is activated, you need to choose the “Enable Margin Trading Facility” every time you trade, if you want to make use of it. Remember to choose ‘Delivery’ under ‘Product’.