{"id":2703,"date":"2025-01-11T14:13:50","date_gmt":"2025-01-11T08:43:50","guid":{"rendered":"https:\/\/finfyi.com\/blog\/?p=2703"},"modified":"2025-01-11T14:27:26","modified_gmt":"2025-01-11T08:57:26","slug":"open-trading-demat-account-in-upstox","status":"publish","type":"post","link":"https:\/\/finfyi.com\/blog\/open-trading-demat-account-in-upstox\/","title":{"rendered":"How to Open a New Trading and Demat Account in Upstox: A Step-by-Step Guide"},"content":{"rendered":"<div class=\"5b30b6f7b2eba7ec5b967a63bbaf86fc\" data-index=\"1\" style=\"float: none; margin:10px 0 10px 0; text-align:center;\">\n<script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js\"><\/script>\r\n<!-- finfyires_ad -->\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-8133063321420299\"\r\n     data-ad-slot=\"4332803019\"\r\n     data-ad-format=\"auto\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script>\n<\/div>\n\n<p>Are you planning to open a Trading and Demat account with Upstox? Don\u2019t worry; we&#8217;ve made the process simple for you. Follow this comprehensive step-by-step guide to get started quickly and easily.<\/p><div class=\"5b30b6f7b2eba7ec5b967a63bbaf86fc\" data-index=\"1\" style=\"float: none; margin:10px 0 10px 0; text-align:center;\">\n<script async src=\"\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js\"><\/script>\r\n<!-- finfyires_ad -->\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-8133063321420299\"\r\n     data-ad-slot=\"4332803019\"\r\n     data-ad-format=\"auto\"><\/ins>\r\n<script>\r\n(adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script>\n<\/div>\n\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Steps to Open a New Trading and Demat Account via the Website<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Visit Upstox<\/strong>\n<ul class=\"wp-block-list\">\n<li>Go to <a href=\"https:\/\/upstox.com\/open-account\/?f=JMJ9\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/upstox.com<\/a> and sign up with your mobile number.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Verify Your Mobile Number<\/strong>\n<ul class=\"wp-block-list\">\n<li>Enter the OTP sent to your registered mobile number.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Set a 6-Digit PIN<\/strong>\n<ul class=\"wp-block-list\">\n<li>Create a secure 6-digit PIN for account access.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Sign In<\/strong>\n<ul class=\"wp-block-list\">\n<li>Use the PIN you just created to sign in.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Add Your Email Address<\/strong>\n<ul class=\"wp-block-list\">\n<li>Select an option to add your email address and verify it with an OTP.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Enter Personal Details<\/strong>\n<ul class=\"wp-block-list\">\n<li>Fill in your personal details and click &#8216;Continue&#8217;.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>KYC and PAN Details<\/strong><\/h3>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li><strong>Enter PAN Details and Date of Birth<\/strong>\n<ul class=\"wp-block-list\">\n<li>Provide your PAN card number and date of birth.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Confirm PAN Details<\/strong>\n<ul class=\"wp-block-list\">\n<li>A popup will display your PAN details. Click &#8220;Confirm&#8221; to proceed.<\/li>\n\n\n\n<li><strong>Note:<\/strong> If you\u2019re already registered with a KYC Registration Agency (KRA-compliant), you can skip the KYC process.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Complete KYC via DigiLocker<\/strong><\/h3>\n\n\n\n<p>If you are not KRA-compliant:<\/p>\n\n\n\n<ol start=\"9\" class=\"wp-block-list\">\n<li><strong>Link DigiLocker to Upstox<\/strong><br>a. Enter your Aadhaar number along with the captcha.<br>b. Verify using the OTP sent to your registered mobile number.<br>c. Enter your DigiLocker PIN to connect your account.<br>d. Click &#8220;Allow&#8221; to proceed with the prefilled Aadhaar and PAN details.<br>e. Enter your father\u2019s or spouse\u2019s name and click \u2018Proceed\u2019.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Additional Verification<\/strong><\/h3>\n\n\n\n<ol start=\"10\" class=\"wp-block-list\">\n<li><strong>Live Photograph<\/strong>\n<ul class=\"wp-block-list\">\n<li>Grant camera access to capture a live photograph as per SEBI requirements.\n<ul class=\"wp-block-list\">\n<li>Ensure your face is clearly visible.<\/li>\n\n\n\n<li>Avoid accessories like caps, glasses, or headphones.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Link Your Bank Account<\/strong>\n<ul class=\"wp-block-list\">\n<li>Add your Savings or Current account for fund transfers.\n<ul class=\"wp-block-list\">\n<li><strong>Option 1:<\/strong> Use UPI to verify your account (\u20b91 will be debited and refunded).<\/li>\n\n\n\n<li><strong>Option 2:<\/strong> Add bank details manually (Account Number, IFSC code, etc.).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Brokerage Plan and Signatures<\/strong><\/h3>\n\n\n\n<ol start=\"12\" class=\"wp-block-list\">\n<li><strong>Select a Brokerage Plan<\/strong>\n<ul class=\"wp-block-list\">\n<li>Review the benefits and continue.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Provide Your Signature<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Option 1:<\/strong> Sign digitally within the provided box.<\/li>\n\n\n\n<li><strong>Option 2:<\/strong> Upload a clear photo of your signature on white paper (blue\/black pen).<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Customise Segments<\/strong><\/h3>\n\n\n\n<ol start=\"14\" class=\"wp-block-list\">\n<li><strong>Activate Trading Segments<\/strong>\n<ul class=\"wp-block-list\">\n<li>Equity, Mutual Funds, and IPO are pre-selected.<\/li>\n\n\n\n<li>To activate F&amp;O, Currency, or MCX, upload income proof.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Upload Income Proof<\/strong>\n<ul class=\"wp-block-list\">\n<li>Submit any one of the following:<br>a. Bank statement<br>b. Pay slip<br>c. Income Tax Return (ITR)<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Nominee Addition<\/strong><\/h3>\n\n\n\n<ol start=\"16\" class=\"wp-block-list\">\n<li><strong>Add Nominee(s)<\/strong>\n<ul class=\"wp-block-list\">\n<li>Add up to three nominees during the process or choose to add them later.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Final Steps<\/strong><\/h3>\n\n\n\n<ol start=\"17\" class=\"wp-block-list\">\n<li><strong>Verify with Aadhaar<\/strong>\n<ul class=\"wp-block-list\">\n<li>Complete the verification by entering the OTP sent to your Aadhaar-linked mobile number.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Submit Application<\/strong>\n<ul class=\"wp-block-list\">\n<li>Tick the required checkboxes, enter your Aadhaar number, and verify the OTP to finalise your application.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Track Your Application Status<\/strong>\n<ul class=\"wp-block-list\">\n<li>Once submitted, your application will be reviewed and activated within 4 working days.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>With this guide, you can easily open your Trading and Demat account on Upstox. Start your trading journey today!<\/p>\n\n<div style=\"font-size: 0px; height: 0px; line-height: 0px; margin: 0; padding: 0; clear: both;\"><\/div>","protected":false},"excerpt":{"rendered":"<div class=\"mh-excerpt\"><p>Step-by-step guide to open a Trading &#038; Demat account on Upstox. Easy KYC, bank linking, and segment activation in a few simple steps!<\/p>\n<\/div>","protected":false},"author":1,"featured_media":2707,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2703","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Open a New Trading and Demat Account in Upstox<\/title>\n<meta name=\"description\" content=\"Step-by-step guide to open a Trading &amp; Demat account on Upstox. 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