How to Open Demat Account in Upstox | Upstox Demat Account Openning Step By Step Guide

Step:-1 Press Below Botton and Enter your Mobile Number and Click on “Sign up”.

• Enter your Adhar Linked Mobile Nomber.
• After Press “Sign Up”.

Step:-2 Enter “OTP” (One Time Password) Arrived on your Given Mobile Number.

• Enter “OTP”.
• After Press “Continue”.

Step:-3 Add your Email Address.

Recommended to Press “Continue With Google” Button For Easy and Fast Process. If you want to add your Email Adress Manually than Press “Continue with Email”.

Step:-4 Verify your Email Address with “OTP” (One Time Password).

• OTP will Sent to your Given Email Address.
• Enter “OTP”.
• After Press “Continue”.

Step:-5 Submit your PAN Card Details.

• Enter your PAN card Number.
• Enter Date of Birth As per your PAN.
• After Press “Continue”.

Step:-6 Confirm This PAN Belongs to You?

• Check your Name and Your Father’s Name is Correct or Not, If PAN Details are Correct Than Press “Confirm”.

Step:-7 Share a bit About Yourself.

• Select your Trading Experience.
• Select your Annual Income.
• Select your Occupation.
• After Press “Continue”.

Step:-8 Share a bit About Yourself.

• Select your Gender.
• Select your Marital Status.
• After Press “Share a bit About Yourself”.

Step:-9 Declarations For your Upstox Account.

• Tick I pay Taxes in India.
• Tick I am not Politically Exposed and Related.
• Tick I Accept IBT Terms & Condition.
• After Press “Continue”.

Step:-10 Draw or Upload your Signature.

• Draw your Signature Or Upload Your Signature.

Step:-11 Conform your Correspondence Address.

• Check your Correspondence Address.
• After Press “Proceed”.

Step:-12 Take a Selfie.

• Take a Clear Picture of yourSelf as shown in the Sample Picture.
• Ensure your Face is Fully Visible From Head to Neck, And Without Blur.

Step:-13 Link your Bank Account.

• Recommended Verify With UPI For Easy and Fast Process.
• Or Add your Account Details Manually.

Step:-14 Limited Period Offer.

• Check Offer And Press “Continue”.

Step:-15 Future and Option Trading.

• As per the latest guidelines by SEBI & Exchange, you need to upload your income proof to trade in Futures and Options. Your equity, mutual funds and IPO segments are activated by default.

Risk disclosures on derivatives by SEBI:

9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.

On an average, loss makers registered net trading loss close to ₹50,000.

Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.

Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

If you Want Active This Segment Than Press “Upload Now” or If you Don’t Want to Active than press “Upload Latter” and Press Continue and Jump to Step:-22.

Step:-16 You’re a step away from F&O trading!

• Submit any one of the following as income proof.
• Recommended 6 Months Bank statement.
• After Press “Continue”.

Step:-17 Select your Primary Bank.

• Select your Primary Bank.
• After Press “Continue”.

Step:-18 Share bank statement.

• Recommended Automatically Fetch.
• Or Upload Manually.
• After Press “Continue”.

Step:-19 Check Proof.

• Check Proof.
• After Press “Continue”.

Step:-20 Enable Segment.

• Complete OTP Verification.

Step:-21 Request to activate F&O segment.

• Request to activate F&O segment is Submitted.
• After Press “Done”.

Step:-22 Do you want to add nominees?

• 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.
• If you want Add Nominee now Than Press “Add Now” or If you want Add Nominee Latter Than Press “Add Later”.

Step:-23 Verify your application with Aadhaar.

• After Press “Sign application”.

Step:-24 View Document / Data.

• Tick:- I have read the document/data I am signing and accept the Terms of Service box.
• And Press “Submit”.

Step:-25 Click on the Checkbox and Enter Your Aadhaar/Virtual ID.

• Enter your Aadhaar/Virtual ID.
• After Press “Send OTP”.

Step:-26 Enter Adhar OTP.

• Enter Adhar OTP.
• After Press “Verify OTP”.

Step:-27 Your Application was Submitted.

• In a 1 or 2 Days your Demate Account will be open.
• Incase any Problem in your Account Opening Process Upstox Representitive will Contact you.
• After Press “Click Here to Download Your Signed Document” and Download your Application Form.