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. When you log on to Upstox Pro, you will see a “Get Margin Trading Facility on your account!” announcement (right next to the logo). Click on it.
2. You will get a pop-up with brief details about the facility
3. Click on ‘Activate’ to activate Margin Trading Facility on your account
4. Then click ‘Accept’ to accept the terms and conditions
5. An OTP will be sent to your registered mobile number. Enter it and click on ‘Verify’
6. You will get an “Activation successful” message
That’s it!

Mobile
 1.When you log on to Upstox Pro, you will see a “New: Margin Trading Facility!” announcement, on your screen. Click on “Details”.
2. You will get a window with brief details about the facility
3. Click on ‘Activate’ to activate Margin Trading Facility on your account
4. Then click ‘Accept’ to accept the terms and conditions
5. An OTP will be sent to your registered mobile number. Enter it and click on ‘Verify’
6. 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’.