Upstox - Ratan Tata Backed Trading and Investing App

Upstox - Download

Referral earning per referral: Rs. 500

Your referred friend gets : 

• FREE Demat & trading a/c.
• Brokerage* credit
• Benefits worth up to ₹4000 depending on the plan they choose.

Upstox

How to start:

1. Download Upstox App using the below button or This Link

Download Upstox

2. A new page will open where you’ll have to sign up using your credentials, i.e., email address & mobile number.

3. Update Basic Details:

1) Enter the PAN number & referral details of the person who referred you.

 Note: The date of birth should be as per the PAN card.

Referral Code (UCC ID) : 620432

2) Provide some other basic details like gender, marital status, etc.

3) On the same page, you will have to declare your tax residency.

4. Select Segment and Plan:

1) Now, select the segments you wish to trade-in. 

2) Select the plan details on the same page.

3) If you have a coupon code, enter it here.

4) After clicking ‘Next’, you can participate in the following lucky draw contest. You can either select ‘Yes’ or no as per your wish.

5. Upload Documents:

There are two ways to upload your documents:

• DigiLocker 
• Manually Upload Documents

DigiLocker :

You just need to upload two documents. Please click on ‘Connect your DigiLocker with Upstox’ and upload your documents

If you wanted to upload documents manually, click on ‘Proceed Without Digilocker And Manually Upload Document’.

1) Enter your bank details. 

2) Upload your signature

Note: For Equity Income Proof Is Optional, Income proof is mandatory if you wish to trade in segments except equity.

3) Enter your address and upload an address proof.

Note: The address entered and the address on the proof should match

4) Upload your PAN card & photograph at the end

5) Confirm your email address.

6) Choose to continue for free

6. Submission : 

1) You can either e-sign along with providing your ‘Aadhaar OTP’ or select the ‘I will courier the form’ option.

2) If you select the e-sign option:

a) You will get the first option to enter OTP sent on a registered mobile number with Upstox. 

b) Then you will be asked to enter Aadhaar number, tick the terms & conditions box and click on Get OTP.

c) Enter OTP and complete the process

3) If you select the offline process:

a) A pre-filled form, along with all uploaded documents, will be sent to your registered email ID.

b) Take a printout of the form as well as the documents.

c) Sign wherever there are cross marks on the form. 

d) Attach your photograph on the KYC page and sign across it.

e) Self-attest all the documents and courier it along with the form to our Bhayander address.

7. In-Person Verification Video (IPV)

If your PAN card is not KYC registered, you are required to upload a 10-second long IPV along with the submitted address proof.

Important: You will have to upload 1 video of 10 seconds, where you have to show the address proof along with your face and say, “This is my original document and it belongs to me.” You can upload this or email us on ipv@upstox.com. 

Steps to Earn Sign Up Bonus :

After Completing The Signup Process, You Will Get Your Free Demat Account. Now You Can Refer It To Your Friends And Earn A Huge Rewards

Steps to Earn Referral Earnings:

1. Go to Refer & Earn section.

2. Invite friends through WhatsApp, SMS, etc.