How to add a new bank as primary to my Upstox account?

To add a new bank account to your Upstox account, follow the steps below:


Step 1: Log in 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.


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Step 3: Tap on 'My Account'.



Step 4: Tap on ‘Profile’.



Step 5: Tap on ‘My bank details’ under ‘Profile’. You will be redirected to the ‘Bank details’ page.



Step 6: Tap on ‘Add new bank account’.



Step 7: Toggle the button to set the new bank as your primary bank account. Next, enter your new bank account details:

  • Bank Account Number
  • Full name as per bank account
  • Account Type
  • IFSC Code



Step 8: eSign with Aadhaar and submit your application.



Step 9: Agree to the ‘Terms of Service’ by clicking on the checkbox.



Step 10: Enter your Aadhaar/VID.



Step 11: Enter the OTP sent to your Aadhaar registered mobile number.



Step 12: Your request to add a new bank account has been submitted successfully.



Note: Please note that it may take up to 48 working hours to verify and activate your bank account. A charge of ₹50 + GST will be debited from your trading account for any changes made to your bank account.

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