Back Office Archives

Logging in to Keystone

Overview of Logging into Keystone Keystone is the back office portal of Upstox. It allows you to view your trading activity...
How do I log on to the Back Office system and check my positions?

Overview of the Back Office System of Upstox The Back Office System allows you to view your trading activity since...
Changing your Back Office password

Overview of Changing your Back Office Password We get this question all the time! On one hand, you should periodically...
Changing Bank Accounts

Registered bank accounts allow you to transfer money to and from your trading account safely. As a precaution, we only...
When I sell my stocks, when do I receive the credit? Do I receive the limits immediately?

If you are selling a carry forward position, in that case your limits will be credited immediately, which you can...
What is the procedure for depositing a cheque and the appropriate bank details?

For Equity, FNO, or Currency Once you have deposited a cheque, you need to mail us a copy before we...
Withdrawal of funds out of your trading account

Overview The withdrawal of funds procedure is a complete online process. Every request is processed within 24 business hours after...
What are the fees for depositing and withdrawing money from my account?

For Equity,FO and Currency trading, if the client places a deposit through ATOM, the client fees of Rs. 7 per...
Which banks have you tied up with and how do fund transfers work?

Upstox has partnered with about 23 banks. If you have an account with any of these banks you can transfer...
How much time will NEFT take to transfer funds?

Usually, a NEFT transfer will take about 3-4 hours to transfer the funds from your account to our bank account....
Generating reports for taxation

Overview of Generating Reports for Taxation For the convenience of our clients in filing there Income Tax returns, we provide...
Transferring funds into your MCX Commodities trading account

For MCX Commodities trading only! For securities and commodities trading, Upstox has separate accounts. The following article only applies for...
What charges do I pay If the exchange pays for the contract note?

If the exchange settles a contract on its own, there are no charges for the client outside of STT. The STT...
How can I check my outstanding positions?

Overview Check your outstanding positions on Back Office in a few simple steps. Steps: Login to Click on Click on...
How will I be notified when I have received delivery of shares in my account?

Taking Delivery of your Shares If you have a demat account with Upstox, your delivery shares would be reflected in...