Categories
Others
Countries Allowed: 
India
To sign up and open an Upstox online Demat and trading account, follow these steps:
1. Visit the Upstox Website
- Go to the official Upstox website: https://www.upstox.com.
2. Click on "Open an Account"
- On the homepage, you will find an option to "Open an Account." Click on it.
3. Provide Your Details
- You will be asked to fill in your basic details like:
- Full Name
- Email ID
- Mobile Number
- PAN Card Number
- Date of Birth
4. Verify Your Mobile Number
- After filling in your details, you will receive an OTP (One-Time Password) on your registered mobile number. Enter this OTP to verify your phone number.
5. Upload Required Documents
- You will need to upload the following documents to complete the process:
- PAN Card (Mandatory)
- Aadhaar Card (for eKYC, if applicable)
- Bank Statement or Passbook (to verify your bank details)
- Cancelled Cheque (for bank verification)
- Photograph (in some cases)
- You can upload the documents using the mobile app or desktop.
6. Fill in Your Financial Details
- You will be asked to fill in some additional details like:
- Employment Status
- Income Range
- Investment Experience
- Nominee Details
7. E-sign the Agreement
- Once you submit the documents, you will be prompted to electronically sign the agreement for opening a Demat and trading account.
8. Complete KYC (Know Your Customer) Process
- Depending on the method chosen, you may need to complete an eKYC process using your Aadhaar number or through an in-person verification.
9. Account Activation
- After the application is submitted, Upstox will verify your documents and details. Once your account is approved, you will receive your Demat and trading account details via email and SMS.
10. Start Trading
- After your account is activated, you can log in to your Upstox account and start trading. You will also have access to their trading platform and tools.
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