How do I check my ledger in the Back Office?

The steps to check your ledger in the back office are as follows:

  • Visit the Upstox Back Office portal.
  • Login to Back Office with your Upstox ID and password.
     
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  • Go to the Accounts tab at the top.
       
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  • Click on Ledger option under Accounts tab.
       
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  • Select the corresponding Year for which you want to see the ledger reports.
       
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  • Select the corresponding Company.
       
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  • Click on Go option.
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  • You will now be able to see corresponding ledger reports in the back office.
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  • That's it!

You can save these reports in  XLS and PDF format as well.

   
Need help? Feel free to contact us at +91-22-6130-9999 or chat with us on www.upstox.com