{"id":726,"date":"2023-03-16T23:20:06","date_gmt":"2023-03-16T17:50:06","guid":{"rendered":"https:\/\/localhost:4433\/wordpress\/?p=726"},"modified":"2023-04-23T00:12:06","modified_gmt":"2023-04-22T18:42:06","slug":"upstox-account-opening-process-explained-step-by-step","status":"publish","type":"post","link":"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/","title":{"rendered":"Upstox Account Opening Process Explained Step by Step."},"content":{"rendered":"\n<p>Upstox account Opening (Demat and Trading account) is a completely paperless online process. Upstox initially known as RKSV securities started in 2008 and Stepped into Stock Brokerage Industry in 2012. it is the fastest Growing Discount Stock Broker in India Has 1 Million+ active Clients.  Deals in Stocks, Options, Futures, Commodities, Currencies, and Mutual Funds.&nbsp; It provides a one-stop solution to all your trading and investment needs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Upstox-complete-account-opening-process-1024x576.jpg\" alt=\"Upstox Account opening process\" class=\"wp-image-727\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Upstox-complete-account-opening-process-1024x576.jpg 1024w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Upstox-complete-account-opening-process-300x169.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Upstox-complete-account-opening-process-768x432.jpg 768w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Upstox-complete-account-opening-process-850x478.jpg 850w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Upstox-complete-account-opening-process-20x11.jpg 20w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Upstox-complete-account-opening-process.jpg 1280w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>To start trading or investing in the stock market you must have a <a rel=\"noreferrer noopener\" href=\"https:\/\/localhost:4433\/wordpress\/what-is-upstox-demat-account\/\" target=\"_blank\">Demat and trading account.<\/a> and Upstox offers a hassle-free complete paperless process that takes a maximum of 10 Minutes. If you want to open a free Demat account with upstox you can <a rel=\"noreferrer noopener\" href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\">open it from here.<\/a><\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_62 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\r\n<div class=\"ez-toc-title-container\">\r\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\r\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\r\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#Steps_of_Demat_account_Opening_in_Upstox_are_mentioned_below\" title=\"Steps of Demat account Opening in Upstox are mentioned below.\">Steps of Demat account Opening in Upstox are mentioned below.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#1_Start_Signup_process\" title=\"1: Start Signup process.\">1: Start Signup process.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#2_Enter_PAN_card_Details\" title=\"2: Enter PAN card Details:\">2: Enter PAN card Details:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#3_Provide_Your_Details\" title=\"3: Provide Your Details:\">3: Provide Your Details:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#4_Tax_payer_Self_Declaration\" title=\"4: Tax payer Self Declaration\">4: Tax payer Self Declaration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#5_Selection_of_Trading_Preferences\" title=\"5: Selection of Trading Preferences\">5: Selection of Trading Preferences<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#6_Selecting_Leverage_plan\" title=\"6:&nbsp; Selecting Leverage plan:\">6:&nbsp; Selecting Leverage plan:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#EXAMPLE\" title=\"EXAMPLE\">EXAMPLE<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#7_Provide_your_bank_Details\" title=\"7: Provide your bank Details\">7: Provide your bank Details<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#8_Upload_KYC_documents_Signature_and_Income_proof\" title=\"8: Upload KYC documents, Signature, and Income proof.\">8: Upload KYC documents, Signature, and Income proof.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#9_Choose_Brokerage_Credit\" title=\"9: Choose Brokerage Credit\">9: Choose Brokerage Credit<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#10_Confirm_Your_Email_Address\" title=\"10: Confirm Your Email Address:\">10: Confirm Your Email Address:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#11_Esign_Your_Application_With_adhaar\" title=\"11: Esign Your Application With adhaar.\">11: Esign Your Application With adhaar.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#12_IPV_In_person_Verification\" title=\"12: IPV (In person Verification)\">12: IPV (In person Verification)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#13_Congratulations_You_Have_Completed_account_opening_process_Successfully\" title=\"13. Congratulations.! You Have Completed account opening process Successfully\">13. Congratulations.! You Have Completed account opening process Successfully<\/a><\/li><\/ul><\/nav><\/div>\r\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Steps_of_Demat_account_Opening_in_Upstox_are_mentioned_below\"><\/span>Steps of Demat account Opening in Upstox are mentioned below.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Start_Signup_process\"><\/span><strong>1: Start Signup process.<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>To get started you just need to start the signup process, enter your Mobile Number and Email. then you will receive OTP to Verify and then proceed further. <a rel=\"noreferrer noopener\" href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\">Click here to start the process<\/a><\/p>\n\n\n<div class=\"wp-block-image is-style-default\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"405\" height=\"491\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/14.jpg\" alt=\"Upstox signup\" class=\"wp-image-729\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/14.jpg 405w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/14-247x300.jpg 247w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/14-300x364.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/14-16x20.jpg 16w\" sizes=\"(max-width: 405px) 100vw, 405px\" \/><\/a><figcaption class=\"wp-element-caption\">Start Signup<\/figcaption><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Enter_PAN_card_Details\"><\/span><strong>2: Enter PAN card Details:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Enter your PAN Number and Date of birth it will automatically fetch your basic KYC details From Central Server.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" width=\"771\" height=\"507\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/8.jpg\" alt=\"upstox PAN card number\" class=\"wp-image-730\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/8.jpg 771w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/8-300x197.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/8-768x505.jpg 768w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/8-350x230.jpg 350w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/8-20x13.jpg 20w\" sizes=\"(max-width: 771px) 100vw, 771px\" \/><\/a><figcaption class=\"wp-element-caption\">ENTER PAN Card DETAILS<\/figcaption><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Provide_Your_Details\"><\/span><strong>3: Provide Your Details:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Once you verify your PAN card you will be asked for your gender, marital status, Income, Occupation, trading experience etc. Select as per your current standing.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/6.jpg\" alt=\"Upstox details\" class=\"wp-image-731\" width=\"480\" height=\"390\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/6.jpg 719w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/6-300x244.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/6-20x16.jpg 20w\" sizes=\"(max-width: 480px) 100vw, 480px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Tax_payer_Self_Declaration\"><\/span><strong>4: Tax payer Self Declaration<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>If you are Tax payer outside India then select <strong>Yes<\/strong> otherwise <strong>No<\/strong>, and tick Check box to accept the declaration mentioned in paragraph and proceed further.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"645\" height=\"619\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/7.jpg\" alt=\"Upstox declaration\" class=\"wp-image-732\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/7.jpg 645w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/7-300x288.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/7-20x20.jpg 20w\" sizes=\"(max-width: 645px) 100vw, 645px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Selection_of_Trading_Preferences\"><\/span><strong>5: Selection of Trading Preferences<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Select your Segments in which you want to trade. If you want to deal only in Cash Market or Equity Market (NSE BSE &amp; Mutual Funds) you can select \u201cEquity\u201d if you have interest in Derivatives (Futures and Options) and Currency You can select Second Option Also. To trade in Commodity Market Select the third option also. I highly recommend you to go with all options considering your future needs. It will be a one-time process.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"729\" height=\"349\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z25.jpg\" alt=\"Upstox account open\" class=\"wp-image-733\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z25.jpg 729w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z25-300x144.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z25-20x10.jpg 20w\" sizes=\"(max-width: 729px) 100vw, 729px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Selecting_Leverage_plan\"><\/span><strong>6:&nbsp; Selecting Leverage plan:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Leverage trading enables you to take large position with a relatively small investment, thus maximizing your profit potential.<\/p>\n\n\n\n<p><strong>Example:<\/strong> You have INR 1000 rupees in your trading account, you want to buy shares of ABC company worth Rs.100\/Share., in this scenario You can buy Only 10 Shares of ABC company with 1000 rupees but In leverage Trading You can take position up to 27X of Balance in Trading account. Means with Rs.1000 you can take position up to Rs.27000 so technically now you can buy 270 Shares of ABC company. Condition you have to Close Your Intraday Position before market closing.<\/p>\n\n\n\n<p><strong>There Are two brokerage plans are available Basic and Priority:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"717\" height=\"288\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z26.jpg\" alt=\"upstox brokerage plan\" class=\"wp-image-734\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z26.jpg 717w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z26-300x121.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z26-20x8.jpg 20w\" sizes=\"(max-width: 717px) 100vw, 717px\" \/><\/a><\/figure>\n\n\n\n<p><strong>Priority Plan:<\/strong> Up to 27X leverage, with Rs.30\/Trade or 0.10% (whichever is lower) Brokerage per executed Order<\/p>\n\n\n\n<p><strong>Basic Plan:<\/strong> Up to 20X leverage, with Rs.20\/Trade or 0.05% (whichever is lower) Brokerage per executed Order<\/p>\n\n\n\n<p>So if you choose Priority Plan your Maximum brokerage charges will be 30 Rupees per executed order, or 20 rupees per executed order if you choose basic Plan.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"EXAMPLE\"><\/span>EXAMPLE<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td>Trade Value<\/td><td>Priority Plan (Charges)<\/td><td>Basic plan (Charges)<\/td><\/tr><tr><td>Rs.10000<\/td><td>10<\/td><td>5<\/td><\/tr><tr><td>Rs.1000000<\/td><td>30<\/td><td>20<\/td><\/tr><tr><td>Rs.15000000<\/td><td>30<\/td><td>20<br><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>So if you see here despite of your order value your Maximum Brokerage will always be limited to Rs.20 (For basic plan) and Rs.30 (Priority Plan). But if you take small positions then your brokerage will be charged as per percentage Slab and it be lower than usual.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_Provide_your_bank_Details\"><\/span><strong>7: Provide your bank Details<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>In order to transact in stock exchange you need to transfer funds from your bank account to your trading account and for that you need to link your bank account with trading and demat account so that settlement of Funds (Inflow or Outflow) can take place as per SEBI guidelines.<\/p>\n\n\n\n<p>Provide your Account Number, IFSC Code, and Account Name.<\/p>\n\n\n\n<p>Upload Supporting Documents Such as Bank statement or Cancelled Cheque.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/3.jpg\" alt=\"Upstox bank details\" class=\"wp-image-735\" width=\"526\" height=\"424\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/3.jpg 709w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/3-300x242.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/3-20x16.jpg 20w\" sizes=\"(max-width: 526px) 100vw, 526px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"8_Upload_KYC_documents_Signature_and_Income_proof\"><\/span><strong>8: Upload KYC documents, Signature, and Income proof.<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Now you need to upload your Address proof, Signatures, And Income Proof Only if you want to trade in Future and Options. It can be 6 Months bank statement, ITR, Or Salary Slip.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"739\" height=\"599\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/2.jpg\" alt=\"Upstox kyc process\" class=\"wp-image-736\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/2.jpg 739w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/2-300x243.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/2-20x16.jpg 20w\" sizes=\"(max-width: 739px) 100vw, 739px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"9_Choose_Brokerage_Credit\"><\/span><strong>9: Choose Brokerage Credit<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Now Pay less For Brokerage Just Buy prepaid brokerage plan and You will get Brokerage credits which can be used for Orders Execution in Market. It Is Cost effective for Traders. Or you can also choose \u201cContinue for Free\u201d If you don\u2019t want to avail any prepaid brokerage credit.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"701\" height=\"569\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z23.png\" alt=\"upstox brokerage charges\" class=\"wp-image-737\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z23.png 701w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z23-300x244.png 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z23-20x16.png 20w\" sizes=\"(max-width: 701px) 100vw, 701px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"10_Confirm_Your_Email_Address\"><\/span><strong>10: Confirm Your Email Address:<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>All your future communication regarding Trades, Demat Holdings, Contract Notes, Will be sent to your email, So Make sure that you have verified email address.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"817\" height=\"611\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/1.jpg\" alt=\"upstox email\" class=\"wp-image-738\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/1.jpg 817w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/1-300x224.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/1-768x574.jpg 768w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/1-20x15.jpg 20w\" sizes=\"(max-width: 817px) 100vw, 817px\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"11_Esign_Your_Application_With_adhaar\"><\/span>11: Esign Your Application With adhaar.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>This is the process which makes demat account opening complete paperless and online. Now you need to Esign your Application with adhaar, A OTP will be sent to your Adhaar Registered Number.<\/p>\n\n\n\n<ul>\n<li>First OTP will be sent to your registered email &amp; Mobile for verification By Digio, after email and Mobile verification you will be shown Your Filled Form You just need to Cross-check all details entered there. Once you assured that all details mentioned on the form are correct you just need to click Sign Now<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z5969.jpg\" alt=\"Esign with adhaar upstox\" class=\"wp-image-740\" width=\"387\" height=\"208\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z5969.jpg 575w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z5969-300x161.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/Z5969-20x11.jpg 20w\" sizes=\"(max-width: 387px) 100vw, 387px\" \/><\/figure><\/div>\n\n\n<ul>\n<li>Now NSDL signature service will open and You need to enter your adhaar number and OTP will be sent to your registered Mobile Number&nbsp; (Make Sure that your Mobile number registered with Adhaar) Just enter the OTP and Submit.  Your Form has been completed .<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/esign.jpg\" alt=\"esign upstox adhaar otp\" class=\"wp-image-741\" width=\"515\" height=\"435\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/esign.jpg 751w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/esign-300x254.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/esign-20x17.jpg 20w\" sizes=\"(max-width: 515px) 100vw, 515px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"12_IPV_In_person_Verification\"><\/span>12: IPV (In person Verification)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>In-person verification is mandatory as per SEBI new guidelines, if your PAN number KRA verified then there is no need for IPV but if it\u2019s not then you need to complete your IPV verification. The reason behind IPV is to verify the Applicant and his documents and to avoid any miss representation in KYC documents, Prevent Money Laundering, And to ensure customer or applicant consent.<\/p>\n\n\n\n<p>You can do this by providing \u201cSelf Declaration\u201d in Video Mode\/ Online Video Call\/Skype \/ recorded Video etc.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/10.jpg\" alt=\"Upstox account opening IPV\" class=\"wp-image-742\" width=\"432\" height=\"366\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/10.jpg 639w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/10-300x254.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/10-20x17.jpg 20w\" sizes=\"(max-width: 432px) 100vw, 432px\" \/><\/a><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"13_Congratulations_You_Have_Completed_account_opening_process_Successfully\"><\/span>13. Congratulations.! You Have Completed account opening process Successfully<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p> Voila. You have completed all the steps of Demat and trading account opening with Upstox. Now you need to wait for 24hrs to get your account opened. Upstox backend team will verify your details and documents once they approve your application you will receive your User Id and Password in Your Email. You can use that to login into Upstox web terminal or Mobile app to Start Trading and Investing.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/9.jpg\" alt=\"upstox account opening\" class=\"wp-image-743\" width=\"530\" height=\"433\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/9.jpg 725w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/9-300x245.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2020\/07\/9-20x16.jpg 20w\" sizes=\"(max-width: 530px) 100vw, 530px\" \/><\/a><\/figure><\/div>\n\n\n<p>I Hope you have understood the account opening process in upstox if you feel that you are convinced with the details provided above you can open your demat and trading account in Upstox by just <a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noreferrer noopener\">clicking here.<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/upstox.com\/open-account\/?f=XMLY\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"353\" src=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2019\/07\/Upstox-1024x353.jpg\" alt=\"open upstox demat\" class=\"wp-image-326\" title=\"\" srcset=\"https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2019\/07\/Upstox-1024x353.jpg 1024w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2019\/07\/Upstox-300x103.jpg 300w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2019\/07\/Upstox-768x265.jpg 768w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2019\/07\/Upstox-20x7.jpg 20w, https:\/\/localhost:4433\/wordpress\/wp-content\/uploads\/2019\/07\/Upstox.jpg 1045w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n<div class=\"kk-star-ratings kksr-auto kksr-align-left kksr-valign-bottom\"\n    data-payload='{&quot;align&quot;:&quot;left&quot;,&quot;id&quot;:&quot;726&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;valign&quot;:&quot;bottom&quot;,&quot;ignore&quot;:&quot;&quot;,&quot;reference&quot;:&quot;auto&quot;,&quot;class&quot;:&quot;&quot;,&quot;count&quot;:&quot;1&quot;,&quot;legendonly&quot;:&quot;&quot;,&quot;readonly&quot;:&quot;&quot;,&quot;score&quot;:&quot;5&quot;,&quot;starsonly&quot;:&quot;&quot;,&quot;best&quot;:&quot;5&quot;,&quot;gap&quot;:&quot;4&quot;,&quot;greet&quot;:&quot;Rate this post&quot;,&quot;legend&quot;:&quot;5\\\/5 - (1 vote)&quot;,&quot;size&quot;:&quot;22&quot;,&quot;title&quot;:&quot;Upstox Account Opening Process Explained Step by Step.&quot;,&quot;width&quot;:&quot;128&quot;,&quot;_legend&quot;:&quot;{score}\\\/{best} - ({count} {votes})&quot;,&quot;font_factor&quot;:&quot;1.25&quot;}'>\n            \n<div class=\"kksr-stars\">\n    \n<div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n    <\/div>\n    \n<div class=\"kksr-stars-active\" style=\"width: 128px;\">\n            <div class=\"kksr-star\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" style=\"padding-right: 4px\">\n            \n\n<div class=\"kksr-icon\" style=\"width: 22px; height: 22px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n                \n\n<div class=\"kksr-legend\" style=\"font-size: 17.6px;\">\n            5\/5 - (1 vote)    <\/div>\n    <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Upstox account Opening (Demat and Trading account) is a completely paperless online process. Upstox initially known as RKSV securities started &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Upstox Account Opening Process Explained Step by Step.\" class=\"read-more button\" href=\"https:\/\/localhost:4433\/wordpress\/upstox-account-opening-process-explained-step-by-step\/#more-726\" aria-label=\"More on Upstox Account Opening Process Explained Step by Step.\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[66,223,224],"table_tags":[],"_links":{"self":[{"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/posts\/726"}],"collection":[{"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/comments?post=726"}],"version-history":[{"count":0,"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/posts\/726\/revisions"}],"wp:attachment":[{"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/media?parent=726"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/categories?post=726"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/tags?post=726"},{"taxonomy":"table_tags","embeddable":true,"href":"https:\/\/localhost:4433\/wordpress\/wp-json\/wp\/v2\/table_tags?post=726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}