What are the steps to switch between Upstox Investors and Upstox Pro?

To switch between Upstox and Upstox pro, you can follow the below steps. As an example, we are taking a case when the user is moving from Upstox to Upstox Pro. The same steps can be followed for moving from Upstox Pro to Upstox.


Upstox for Investors:


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


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


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Step 3: Slide the toggle button towards Upstox for investors.


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Step 4: You will get the below screen with details, click on “Switch to Upstox for investors” at the bottom.


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Step 5: You will be redirected to the Upstox investors mode.


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Upstox Investors to Upstox Pro:

Step 1: Click on the 'Profile' icon.


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Step 2: Slide the toggle button towards Upstox pro.


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Step 3: You will get the below screen with details, click on “Switch to Upstox pro” on the bottom.


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Step 4: You will be redirected to the Upstox Pro mode.


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