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  1. Home
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  4. Downloads

Contents

  1. Account Opening forms
  2. Account Modification Forms
  3. Other Downloads

Related Articles

  • Trading account vs. demat account
  • Basics of Trading Account in India with Upstox
  • How to Open a Trading Account with Upstox?
  • What is a Trading Account? How different is it from a demat account?
  • What is Offline Trading?

Downloads

You can find below a  list of downloads

 

Account Opening forms

Account Opening form for Equity, F&O & Currencies (Demat & Trading)


Account Opening form for F&O & Currencies

Account Opening form for Commodities

 

Account Modification Forms

Change of Address

Addition/Change of Primary Bank

Change of Depository

Change of Email

Change of Mobile Number

 

Other Downloads

Daily Margins

 

Was this article helpful?

Products

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Company

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  • Refer and Earn
  • Announcements
  • Partner with us
  • Press Releases
  • Bug Bounty Program
  • Stock Market Holidays Calendar 2022

Tools & Calculators

  • Brokerage Calculator
  • Margin Calculator
  • MF Returns Calculator
  • SIP Calculator
  • Lumpsum Calculator
  • Future Value Calculator
  • NPV Calculator
  • Option Value Calculator
  • ELSS Calculator
  • SWP Calculator
  • NPS Calculator
  • View all calculators

Social

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  • Learning Center
  • IPO
  • Help Center
  • Services
  • Trading Glossary
  • Download Forms

Demat Account Guide

  • Documents required for demat account
  • Demat account opening procedure
  • Difference between demat account and trading account

Trading Account Guide

  • Documents required to open a trading account
  • Trading account opening procedure
  • Features and benefits of a trading account

Online Trading Guide

  • Benefits of online trading
  • Difference between online and offline trading
  • What is fundamental analysis and how to do it?

Intraday Trading Guide

  • What is Intraday Trading?
  • Difference between intraday and delivery trading
  • Intraday trading tips and tricks

Futures and Options Guide

  • What is futures trading?
  • Benefits of trading in futures

Mutual Funds Guide

  • Benefits of investing in mutual funds
  • What is NAV (Net Asset Value)?
  • What is ELSS and how to invest in ELSS?

Share Market Guide

  • Stock market guide for beginners
  • What is NSE and BSE?
  • Benefits of equity investment

IPO Guide

  • How to invest in an IPO?
  • What are the advantages of an IPO?
  • How does an IPO work?

Stock Broker Guide

  • Benefits of trading with discount brokers
  • Why discount broking is popular in India
  • Differences between traditional brokers and discount brokers
  • IPO
  • LIC IPO
  • Mobikwik IPO
  • EMCURE IPO
  • Go Airlines IPO
  • OYO IPO
  • Prudent Corporate IPO
  • Wellness Forever Medicare IPO
  • eMudhra

User Account

  • Check ledger in the Back Office
  • Download profit and loss statement
  • Different ways to transfer funds

Pro Web

  • Placing an order
  • Types of orders
  • Track market movement

Pro Mobile

  • Overview of watchlists
  • Adding scrips to watchlist
  • Track market movement

Mutual Funds

  • Investing in different types of mutual funds
  • Placing a mutual fund order
  • Funds to invest in via SIPs

Margins

  • How much margin does Upstox provide?
  • Using margin limits
  • MTM square off percentage

Account Opening

  • Opening an account using Aadhaar
  • Performing in-person verification
  • Account opening charges

Brokerage & Charges

  • Calculate brokerage for different segments
  • Mandatory statutory charges for different segments
  • Calculating GST

API

  • What is Upstox API?
  • What is AmiBroker AFL?
  • Enable and integrate the Market Data feed plugin into AmiBroker

Trading Basics

  • What is zero brokerage trading?
  • Difference between investing and trading
  • Trading account vs. demat account
  • Demat Account
  • Trading Account
  • Commodity Trading
  • Equity Trading
  • Learning Center
    • Demat Account Guide

      • Documents required for demat account
      • Demat account opening procedure
      • Difference between demat account and trading account

      Trading Account Guide

      • Documents required to open a trading account
      • Trading account opening procedure
      • Features and benefits of a trading account

      Online Trading Guide

      • Benefits of online trading
      • Difference between online and offline trading
      • What is fundamental analysis and how to do it?

      Intraday Trading Guide

      • What is Intraday Trading?
      • Difference between intraday and delivery trading
      • Intraday trading tips and tricks

      Futures and Options Guide

      • What is futures trading?
      • Benefits of trading in futures

      Mutual Funds Guide

      • Benefits of investing in mutual funds
      • What is NAV (Net Asset Value)?
      • What is ELSS and how to invest in ELSS?

      Share Market Guide

      • Stock market guide for beginners
      • What is NSE and BSE?
      • Benefits of equity investment

      IPO Guide

      • How to invest in an IPO?
      • What are the advantages of an IPO?
      • How does an IPO work?

      Stock Broker Guide

      • Benefits of trading with discount brokers
      • Why discount broking is popular in India
      • Differences between traditional brokers and discount brokers
  • IPO
      • IPO
      • LIC IPO
      • Mobikwik IPO
      • EMCURE IPO
      • Go Airlines IPO
      • OYO IPO
      • Prudent Corporate IPO
      • Wellness Forever Medicare IPO
      • eMudhra
  • Help Center
    • User Account

      • Check ledger in the Back Office
      • Download profit and loss statement
      • Different ways to transfer funds

      Pro Web

      • Placing an order
      • Types of orders
      • Track market movement

      Pro Mobile

      • Overview of watchlists
      • Adding scrips to watchlist
      • Track market movement

      Mutual Funds

      • Investing in different types of mutual funds
      • Placing a mutual fund order
      • Funds to invest in via SIPs

      Margins

      • How much margin does Upstox provide?
      • Using margin limits
      • MTM square off percentage

      Account Opening

      • Opening an account using Aadhaar
      • Performing in-person verification
      • Account opening charges

      Brokerage & Charges

      • Calculate brokerage for different segments
      • Mandatory statutory charges for different segments
      • Calculating GST

      API

      • What is Upstox API?
      • What is AmiBroker AFL?
      • Enable and integrate the Market Data feed plugin into AmiBroker

      Trading Basics

      • What is zero brokerage trading?
      • Difference between investing and trading
      • Trading account vs. demat account
  • Services
      • Demat Account
      • Trading Account
      • Commodity Trading
      • Equity Trading
  • Trading Glossary
  • Download Forms
RKSV Securities: SEBI Registration No. INZ000185137 | NSE Member Code: 13942 | BSE Clrg Code: 6155 | CDSL: IN-DP-CDSL- 00282534 | NSDL: IN-DP-NSDL-11496819 | CDSL: IN-DP-CDSL- 00283831 | NSDL: IN-DP-NSDL-11497282 | RKSV Commodities MCX Member Code: 46510 | SEBI Regn. No. INZ000015837 | RKSV Securities CIN number : U74900DL2009PTC189166 | RKSV Commodities CIN number: U74110DL2012PTC236371 | Compliance officer: Mr. Amit Lalan. Tel no: (022) 24229920. Email: compliance@rksv.in | Registered Address: 807, New Delhi House Barakhamba Road, Connaught Place, New Delhi- 110001. | Correspondence Address: RKSV/Upstox, 30th Floor, Sunshine Tower, Senapati Bapat Marg, Dadar (W), Mumbai, Maharashtra 400013. For any complaints, email at complaints@upstox.com and complaints.mcx@upstox.com | Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID.
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