What is the procedure to add a new segment in my account?

In order to activate F&O and/or CDS online in your account, visit keystone.upstox.com & follow these steps:

 

1) Login with your keystone username & password

2) Click on ‘Service Request’

3) Click on ‘Add Segments’

4) Click on the segment you want to add & click on ‘Next’

5) Upload your income proof (photo may be required in some cases)

         Documents for Income Proof (Any One):

  • Bank Statement (last 6 months)
  • salary slip(last 3 months)
  • latest ITR copy or Form 16

6) Validate the request by entering the OTP that will be sent on your Aadhaar-registered number

 The segment will be activated within 24 to 72 working hours.

You can also add new segments through the app

  1. Just sign into the app
  2. Click on the bar provided at the left top corner 
  3. Click on the icon where your name and UCC are shown
  4. This will direct you to the page where you can add your segments by uploading the required documents

        

Note: 

  • Salary slip should have Company logo or stamp on it
  • The bank statement should contain either the Bank’s logo or stamp. As an alternative, your bank passbook can be submitted. The front Page of the passbook & pages with entries of the latest 3 months will be required. The same conditions are applicable if you are submitting your bank statement instead.