Hello Friends, Welcome to money-control.in. In this Article we are going to guide you How to open account in Upstox step by step.
To open account on Upstox we need to follow below steps.
First of all click on this link http://upstox.com. And you will be redirected to Upstox website page.
Verify Mobile Number
There is a text field for enter your mobile no. So enter your mobile number and click next button.
Then you will receive a 6 digit OTP in your mobile number. Enter it on the next page to verify the mobile number and click on continue.
Next page will open for create a 6 digit PIN. Enter your pin, again to confirm pin next page will open. Enter same pin there and click next.
Select your mailing address
Now to send your Upstox account related information to you. Upstox need your email id, so in this page you need to give your email id.
In this page you have 2 options
1. Via Continue with Google
2. Enter email address.
So choose email id and click next.
Now it’s time to enter personal details. So in this page we will have 2 textfields First name, Middle name and the Last name. fill those and click on continue.
Add your PAN card details
Now in this step you have to enter your pan card details. So we have 2 textfields here for Enter your PAN and Enter date of birth as per PAN. Fill those details and click on continue.
Add your personal details
Then in next page you need to enter your father’s name as per your PAN card so fill it and click continue.
Now in this page you need to share your trading experience, your annual income, your occupation select all those your preferred options and click on continue.
Then it will ask for select your gender, select your marital status. So enter it and click on continue.
Then in next page you will ask for accept the declarations for your upstox account.
By pressing continue you acknowledge and confirm that the information provided by you is true and correct. Select all 3 declaration and click on continue.
Add your signature
Now in this step you need to add your signature as per in PAN card. So there is 2 buttons given to you for add signature.
- Upload photo : Take a blank white paper and do your sign as like in PAN card. Then click on upload photo button and take a photo of this signed paper.
- Sign digitally : If you don’t have a paper then you can use this option so as you click on this button you will be given one white box to sign your signature. so write your signature there and continue.
Some point to remember while adding signature.
- Your signature should match the one on your PAN card.
- Avoid signing with only your initials.
- Ensure that the photo is clear without any glares or blur.
Share your documents
So after adding your signature in next step you need share your documents easily with DigiLocker.
Digilocker enables you to share all your required documents with just your aadhar number. To do this , your aadhaar number should be linked to your mobile number.
So There will be a button named share with Digilocker click on that and there will be a pop up for allow data sharing with upstox via DigiLocker. To allow data sharing with upstox via DigiLocker, please tap the allow button when asked on DigiLocker website. So You need to click on continue with digilocker .
So at this point you will be redirected to the official site of digilocker and ask for Upstox digilocker integrations.
You are about to link your Digilocker account with upstox Digilocker integrations application of RKSV securities india pvt Ltd. You will be signed up for digilocker account if it doesn’t exist.
Now enter your aadhar number. Then enter captch code from image then click on next. So now UIDAI has sent a temporary OTP to your mobile number. Wait few minutes for the OTP. Do not refresh or close this page. As you receive the OTP enter it and click on continue.
So now Digilocker will ask you for allow to share your aadhar details with upstox. So click on Allow , Then in next page you will be shown your informations taken from Digilocker now click on Proceed button.
Now in next step you need to upload your photo so click on take photo or upload photo. After upload your photo click on continue.
Link Bank Account
The next step is to Link your bank account with Upstox. So add saving /current account to transfer funds securely for trading and investing purposes.There are 2 options given.
- Verify via UPI : Upstox will debit 1 Rupee from your account to verify the details. They will refund this once the verifications is complete.
- Add bank details manually : Add your account number ,IFSC code manually
So after adding your bank details click on continue. and some informations related to upstox platform will be shown like how much they charge for the orders on the stock market trades. Click on continue or next.
Activate Futures & Options Segment
This is the final step to activate Futures and Options trading with your account.
As per the latest guidelines by SEBI & Exchanges you need to upload your income proof to trade in futures and options.
So click on upload now if you want to activate Futures and Options trading in your Demat account else you can do this later too.
If you want to activate FNO segment then click on Upload Documents. So now on this screen you have some options as a income proof validations. Like Bank statement, Salary slip,Income tax return, Passbook etc. Select your appropriate option and upload that documents and click continue.
Add Nominees
So now it will ask you for add nominees details.You can add up to 3 nominees for your demat account.You can add them now or later in the profile section of the app. So click on Add later.
Sign & Finalize your application
Then there will be page open for Sign your application with Aadhaar.
- Tap the “Sign application” button below.
- Enter your mobile number on the UIDAI website.
- Enter the OTP received on your mobile number to sign your application.
So Now all steps are done and Final page will open with title like Application submitted.
It usually take 3-4 days for the regulator to verify and activate the account. They will keep you updated via SMS or notification on your email id.
We also have added the articles on trading questions answers for zerodha, upstox etc. check out here.
Thanks for reading my this article. if you have any query or stuck anywhere feel free to mail us info@money-control.in will get back to you for sure.
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