30/08/2021
The Upstox Account Opening can be done within 10 minutes by following the simple steps shown below.
Step 1: To Open Upstox Account, you need to click on the signup link ( https://bit.ly/3mHPPlN ) and enter your Email Id & Mobile Number then click on SEND OTP. You need to submit the OTP received on your registered mobile number to sign up.
Upstox Account Opening
Upstox Signup
If you have already registered, you can click on the sign-in option to enter your mobile number and continue uploading documents.
Step 2: In this step, You need to enter PAN Card Number & Date Of Birth here and click on next to save and move for further step
Step 3: Here, you need to fill required KYC details with Upstox such as Your mother’s name, Gender, Political affiliation, Marital Status & Trading Experience.
Step 4: Select the segments and brokerage plan you are interested in. You can also apply the Upstox coupon code and deals if any available and click on next to go for further steps.
Step 5: In this step, Your bank account details should be entered like IFSC Code, Bank Account Number, and select Account Type ( Savings or Current)
Upstox will do a small transfer to verify the bank account.
Step 6: You must make a signature on a white paper with blue or black ink as per PAN card and upload it here. Uploading Income proof is mandatory if you wish to trade-in commodities.
Step 7: In this step, you need to connect your Digilocker with Upstox.
Note: Your aadhar should be linked to your mobile number.
Step 8: Fill your address as per the provided address proof and also upload a soft copy or photo of it. By click on next, you can go for the further step
Step 9: Upload a scanned copy of your PAN card and Click next to move to next step
Step 10: In this step to Open Upstox Demat Account, you need to upload or click a photo of yours and share the current location.
Step 11: A security code will be sent to your registered email address, you need to enter the code and click on next.
Step 12: If your PAN card is not KRA verified, you need to do an IPV (in-person verification) by holding a PAN card and aadhar and record a video to complete Upstox Account Opening Process.
Step 13: Here you get two options to complete your account opening process. You can click on “E-sign with aadhar OTP” and if your aadhar id is not linked with a mobile number, you can go with offline forms.
The Digi-locker page will pop-up for E-Signing when you opt for Online Esign. You need to enter the OTP which is received on your mobile number.
You have to enter your aadhar card number and enter the OTP received on aadhar registered mobile number and E-Sign your Upstox account opening form through Aadhar.
