Upstox Add-On is a power-packed upgrade for traders who want more control & more insights. By enabling the Add-On Pack, you can unlock advanced trading features such as:

1\. P&L Alerts with Auto Square-Off: Set P&L alerts and auto-execute exit orders the moment your profit or loss level is hit.
2\. Trading Insights - Scenario Analysis: Based on your past trades, get personalised recommendations on how you can improve your success probability.
3\. Conditional Trigger Orders: - Time based Orders: Set a time based condition, and once it’s met, all your linked orders are executed automatically - One Trigger Other: Place an order which will be dependent on the other contract. One order will be executed based on the other contract

What are the benefits of Upstox Add-On?

Upstox Add-On offers exclusive features like P&L Alerts with Auto Square-Off, Conditional Trigger Orders and Trading Insights - Scenario Analysis. Here’s a comprehensive list of everything you get with Upstox Add-On:

| | Basic | Add-On | |--------------------------------------|-------|--------| | P&L Alerts with Auto Square-Off | - | ✅ | | Conditional Trigger Orders | - | ✅ | | Trading Insights - Scenario Analysis | - | ✅ |

What are the terms and conditions for Upstox Add-On?

Detailed terms and conditions can be found below. 1\. About the Upstox Add-On Plan: The Upstox Add-On Plan unlocks access to advanced features such as P&L Alerts with Auto Square Off, Conditional Trigger Orders and Trading Insights Scenario Analysis - all of which are not available to Basic Plan users.
2\. Plan Flexibility: You can switch between the Add-On Plan and Basic Plan at any time. However, to ensure system stability, a 24 hour cooling-off period is applicable after each switch, during which you won’t be able to change your plan again.
3\. Pricing: The Add-On Plan can be activated for free initially. - If the plan becomes chargeable in the future, we will notify you in advance of the applicable date - Upon plan activation, a revised tariff sheet will be sent to your registered email for reference. No separate signature is required, and charges will apply as per this sheet - All charges remain within SEBI - prescribed limits

Brokerage per executed order and pricing details under Upstox Add-On:

- Equity Delivery and MTF Orders: ₹22 or 2.5% (whichever is lower) - Equity Intraday: ₹22 or 0.1% (whichever is lower) - Equity Futures: ₹22 or 0.05% (whichever is lower) - Equity Options: ₹22 - Commodity: ₹22 or 0.05% (whichever is lower) - Currency: ₹22 or 0.05% (whichever is lower)

Will my Add-On Pack plan get activated immediately?

Yes, Upstox Add-On activates immediately, but activation differs for features and pricing. You get instant access to features, but effective pricing gets activated the next working day.
### Immediate Access: - P&L Alerts with Auto Square-Off - Conditional Trigger Orders - Trading Insights - Scenario Analysis
### Next-Day Activation (Pricing Changes): - Updated brokerage structure (₹22 per trade)
### Why the difference?

Feature access is granted instantly through your account settings as they are already built in. But pricing changes require system-wide coordination across trading, billing, and settlement systems to ensure accurate charge calculations. Hence, a day delay in pricing activation. This prevents mid-day pricing conflicts and ensures seamless billing. So, you can start using advanced tools immediately after activation, but new pricing benefits will apply to trades executed from the next trading day onwards.

What are the Upstox Add-On features?

Upstox Add-On gives you professional-grade tools that give an edge to traders and empowers them towards prompt decision making. If you are someone who trades actively or scalps the market, these features can make a real difference.

### Here's what Add-On offers:

P&L Alert with Auto Square-Off:

- Set P&L alerts and auto-execute exit orders the moment your profit or loss level is hit

Conditional Trigger Orders:

- Time based Orders: Set a time based condition, and once it’s met, all your linked orders are executed automatically - One Trigger Other: Place an order which will be dependent on the other contract. One order will be executed based on the other contract

Trading Insights - Scenario Analysis:

Based on your past trades, get personalised recommendations on how you can improve your success probability.

How to switch from Add-On Plan to Basic plan?

You can easily switch from the Add-On Plan to the Basic Plan. However, to ensure smooth system functionality, there’s a cooling-off period until midnight. Please wait until then before switching back to the Basic Plan. Here’s how to switch plans after midnight: - Open the Upstox mobile app - Tap the ‘Up’ icon in the top left corner - Go to ‘Pricing Plan’ - Tap ‘Switch Plan’ under the Basic Plan

When do pricing-related changes take effect after switching plans?

Pricing changes apply at different times depending on whether you're upgrading or downgrading, and which specific charges are affected.

Pricing change timeline:

| Pricing Change | Basic → Add-On | Add-On → Basic | |-------------------|----------------|----------------| | Brokerage charges | Next Day | Next Day |

Upgrading to Add-On (Basic → Add-On):

When you activate Upstox Add-On, all pricing changes take effect from the next trading day.

Next day implementation:

- Brokerage increases to ₹22 per trade (from ₹20) ### Why next day? This ensures system coordination across trading, billing and settlement platforms, preventing mid-day pricing conflicts.

Downgrading to Basic (Add-On → Basic):

When switching from Add-On to Basic, changes occur on different timelines.

Next-day changes:

- Brokerage - Reverts to ₹20 per trade from next trading day

Why the difference?

Brokerage changes require overnight system synchronisation to ensure accurate trade settlements.

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