Account Opening Archives

How to open a new account?

Overview Account opening is a fairly simple and quick process. You can open an account online as well. It is...
Can I own more than one demat and trading account?

To answer this question, first, one needs to know the basic difference between a demat and trading account. A demat account...
Documents required for opening a new account

Overview To open a new account, you would need to submit several documents as copies of proofs to us as...
What is the procedure to reactivate an account?

In case you do not trade for six months or more, then, your trading account status turns Dormant. To reactivate...
What are the different types of accounts that I can open up with Upstox?

Account Types This article goes into the different types of accounts an Upstox customer can open, including Individual and HUF...
What is unique about Upstox’s pricing plans?

When it comes to brokerage firms, one aspect is usually common among all: they all charge you a small fee...
What are the benefits of trading with Upstox?

Upstox is certified with the market regulator Securities and Exchange Board of India (SEBI). It has exchange memberships with all...
Performing In-Person Verification

Overview In-Person Verification (IPV) is a required step before opening any trading account with Upstox. As per SEBI regulations, we...
Opening a Demat Account with Upstox

Overview Opening a Demat Account with Upstox is simple. Upstox provides a paperless account opening process making it hassle-free and...
What is a Demat Account

A Demat Account refers to a dematerialised account for individuals to trade stocks in electronic form rather than paper. Demat is what allows...
Common questions on demat accounts

Here is that you need know about demat accounts. Are there any fees involved? No. Upstox doesn’t have any demat...
Who is my DP (depository participant) if I sign up with a Demat account?

All client shares are held by Infrastructure Leasing & Financial Services Limited (IL&FS), one of the first depository participants (DP)’s...
What’s the time taken to transfer shares from another Demat account?

Ideally it should not take more than 3-4 hours to transfer shares from once Demat Account to another. This also...
Can I use my existing DP with your trading account?

Yes. You can link your existing DP with your trading account at Upstox. We recommend you only link your existing...
How many trading accounts can be linked to a Demat Account?

Multiple Trading Accounts can be linked to a Demat Account, as long as the broker has a Power of Attorney...
How will I be notified when I have received delivery shares in my account?

Your broker should notify you if when you get a delivery of any share. If you have a demat account...
Can I find Upstox on social networking sites?

Yes, you will be able to find upstox on social networking sites. They can all be accessed directly from our...
Can we see Demat Charges in a contract note?

No, demat charges do not appear on the contract note. A contract note contains only trade related details such as...