You can refer your friends from the ‘Rewards and Referrals’ page on the Upstox app.

Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics.

Step 2: Click on ‘Upstox Icon’ at the top left corner of the screen.

Step 3: Click on 'Refer and Earn'.

Step 4: You have two options to invite user:

• Click on ‘Invite friends’ and share using any app of your choice.
• Copy the link and share it with anyone.

If you select the ‘Invite friends' option, a pop-up will appear, allowing you to share your referral link through various methods, such as WhatsApp or other apps.

Important Notes:

1. Referral Reward Visibility:

• The amount shown in the main rewards screen is the total amount that you can earn via refer and earn in the current calendar month.

2. Referral Link Usage:

• After your referred friend receives the referral link, they need to:

1. Click on the link.
2. Follow the sign-up process.
3. Complete the account-opening process with Upstox.

Key Points to Remember:

1. Referral Link Validity:

• The referral link is valid for 7 days. Your referred friend must open their Upstox account within this period for you to qualify for the referral reward.

2. Expired Links:

• If your friend does not complete the account-opening process within 7 days, they will no longer be mapped to your referral. Even if you resend the link after 7 days, they will be treated as a regular non-referral lead in our system.

3. Active Offer Rewards:

• Your referral reward will be based on the offer active at the time your friend successfully completes their mobile number and email verification via OTP during the Upstox sign-up process.

4. Monthly Referral Limit:

• Referral rewards are valid only for the first five successful referrals per month. After that, no further rewards will be granted for additional referrals made during the same month. A successful referral means that the referred person has successfully opened an Upstox account.

5. Reward Eligibility Criteria to receive your referral reward:

• Successfully opens their Upstox account within 7 days of signing up (i.e., verifying mobile number and email via OTP). Should not have installed the app using a paid touch point 30 days before mobile+OTP verification Should not have been a lead in the past or registered with Upstox in any capacity The referral reward will be processed only after the referred friend’s Demat account is activated, following all document verification as per SEBI and internal guidelines.

Related Articles:

• How do I redeem the voucher?
• I referred a person, but the individual is not mapped under my name. How can I resolve this?