How can I access the Bill Report?

In order to get your Bill Report via Mobile app, you can follow the steps below:


Step 1: Login to the Upstox app using your 6-digit Pin or biometrics.


Step 2: Tap the Upstox icon located at the top-left corner of the app screen.


Step 3: Click ‘ My account’ and select ‘Reports'.


Step 4: In ‘Reports’, select ‘Bill Report'.



Step 5: Click on 'Filters' drop down option.


Step 6: Select the required segment, group,financial year.(eg: 2020-2021) and date.


Step 7: Click on ‘Get report.'.


Step 8: To export your file as an Excel or PDF click on the 'Download' button.


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