How do I change my bank account offline?

You can add/change the bank account linked to your Upstox trading and Demat account through an offline procedure. Here is what you need to do. 

 

Trading Account:

To change the primary bank or add a secondary bank to your trading account, please fill out the attached 'Bank Details Change Form'. Once you are done, send us a scanned copy of the duly filled form. You will also need to send us a cancelled cheque copy.

Remember to clearly mention whether you would like to add a secondary bank or change the primary bank. To change/add the bank account linked to your trading a/c, you will need to tick on 'Trading' in the ‘Change Account Details’ section at the top of the form.

 

Demat Account :

To change the bank account linked to your Demat account, please print and fill out the attached 'Bank Details Change Form'. Send this physical copy to us with a copy of a cancelled cheque. To change the bank account linked to your Demat a/c, you will need to tick on 'CDSL' in the ‘Change Account Details’ section at the top of the form. 

 

Remember that the cheque should mention your A/c number, your name as the A/c holder, IFSC code & MICR code. In case your cheque doesn’t mention your name or is not available, you can send us a self-attested copy of your latest bank statement. However, make sure that it mentions your A/c number, your name as the A/c holder, IFSC code & MICR code.  

 

Kindly send the documents to the below mentioned address:

RKSV Securities India Private Limited

Maxus Facility, 5th Floor

Near Temba Hospital,

Bhayander West, Thane- 401101

Maharashtra 

 

Remember to mention your mobile number on the courier packet. Your request for the change will be processed in 24 to 48 working hours, once the necessary documents reach us.