Upstox Sign Up

If you want to venture into the trading journey and want to invest in the stock market, you need to open a demat account with your preferred stockbroker. After this, you need to sign up so that you can smoothly sail into your trading journey. In this article, we will talk about Upstox sign up.

Upstox is a discount broker in India and is significantly known for delivering the best services to its clients. This is the reason that a lot of new traders also look to sign up for Upstox demat account and trading accounts. So, if you also want your trading journey with a discount broker like Upstox, you can go through the details. 

So, let’s begin. 

Upstox Sign Up Process 

To reap the benefit of trading with Upstox you need to undergo the Signup process.

Wondering how to sign up easily and quickly. 

There are two methods that you can use for Upstox sign-up, that is, the offline and the online method.

But because of the convenience and the growing demand of the online processes, the online account sign up for Upstox demat account is a popular choice. 

The Upstox Sign up step by step is given as follows. 

• Open the official website of Upstox and then on the page enter the phone number and e-mail ID. 
• You will now receive an OTP on your registered mobile number and your e-mail ID.
• After successful verification, you will be redirected to a new window.  
• In the next step, you will be required to enter the PAN card details and your date of birth. 
• After this, enter the other basic details that are required, like your annual income status, gender, your trading experience, occupation, marital experience, etc. Now accept the terms and conditions and click on okay. 
• Now you will get two options where you can get stock for ₹0. Choose one and proceed. 
• Your address as per your aadhar card will pop up on the screen. Click on verify and proceed. 
• After this step, you will be required to submit a digital signature. 
• On successful submission, the next step requires you to click a picture. Click on the allow button and submit a picture. 
• Now enter the bank details, like account number, account type, and click on proceed. 
• Now select the segment that you want to trade in.
• In the next step, you will be required to submit an e-sign. For this, you will be redirected to the NSDL website. You will have to enter the aadhar number and then the OTP received on the registered mobile number.  

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Make the signup process simpler and easier. Get in touch with us and we will help you in the signup process.

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Once everything is completed, your demat and trading account will be activated with Upstox. It usually takes 1-2 days for your Upstox account to open. 

Upstox Sign Up Documents

There are certain documents that you need for Upstox 3 in 1 account sign up.

Keeping the soft copies of these documents handy will help you ease the process of Upstox sign up. Here is the list of documents that you require when you open a Upstox demat account. 

Proof of identity. The following documents are accepted as valid proof of identity. 

• PAN Card 
• Aadhar card 
• Passport 
• Driving Licence 

You also need to submit your address proof and the documents required for the same are as follows. 

• Passport
• Aadhar card 
• Voter identity card 
• Electricity or any other utility bill 
• Income proof 
• Passport size photo 

Make sure that your aadhar card is linked to your registered mobile number. It is only after this that you will receive the OTP and the account opening process will be completed. 

Upstox Sign Up Fee 

Certain brokers levy some charges when you open a demat account with them. But does Upstox charge any Upstox sign up fee? The details of the same are given below. 

By paying these charges, you can easily open your account in Upstox and hence start trading.

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Upstox Sign Up Bonus 

Who doesn’t like a touch of bonus points? What if we told you that signing up in Upstox makes you eligible for grabbing the Upstox sign up bonus as well? 

So, there are some ongoing Upstox sign-up offers that let a trader enjoy not just the demat account facilities but also some additional benefits of Upstox. The details of the Upstox sign-up bonus are given below. 

•  You get a brokerage credit of ₹1000. This credit is valid for a period of 30 days. 
• Apart from this, you also get a chance to avail zero brokerage facilities on mutual funds and IPOs. 
• Apart from this, you get to enjoy a flat brokerage of ₹20 across different trading segments. 

These are the benefits that you can avail yourself of when you move further with the Upstox sign-up process. 

Other than this, you can earn with the Upstox Sign up by referring the Upstox demat account to your friend or family.

Upstox refer and earn gives you the advantage of free trading for 30 days. Furthermore, if you use the refer and earn demat account plan, then there are many more benefits of Upstox sign up that adds value to your money.

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Upstox Sign Up Problem 

The signing up process is a smooth journey and usually does not cause any issues in general. But just like the boat doesn’t sail smoothly always, there are some things that can cause trouble with Upstox sign up.  Let us discuss them.

• The first and common problem that arises is that the number is not linked with the Aadhar card. 
• Another problem that often occurs in the absence of a PAN card. PAN Card is an essential document and should be present if you want to sign up for a Upstox account. 
• The registered number should have sufficient recharge so that you receive the OTPs on time and proceed with your application. 
• The bank account details should be appropriate and the number should be linked with your bank account as well. 
• Sometimes there can be some technical glitches leading to a delayed account opening process. 

Leaving aside some of the minor issues that occur at the time of Upstox signup, there are various benefits of opening a demat account with Upstox. Let us go through some of them. 

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Upstox Sign Up Advantages 

When you start your trading journey by opening a Upstox demat account, there are various benefits or advantages attached to it. If you are wondering what they are, then here is a list of all the good things that tag along Upstox sign up. 

• The account opening process is Upstox is simple and convenient and is completely online. You don’t have to hustle with the old paper method and wait for days. 
• It is one of the leading discount brokers in the country and therefore has a good trust of the clients. 
• You also get various offers and bonuses when you sign up in Upstox. 
• The signup process is fast. 

These are the advantages that make Upstox a good catch when you want to begin investing or trading. 

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Upstox Sign Up Disadvantages 

Just like there are two sides to a coin, there are certain disadvantages of Upstox as well. No doubt that it offers you a smooth sign-up journey but the certain areas it lacks are as follows. 

• The account opening is not free for all and always. You are charged an account opening fee when you choose Upstox. 
• The trading platforms are not very user-friendly and lag sometimes. 
• Since it is a discount broker, there are no research and tips. So, if you are a beginner trader, it is not a very good choice for you. 
• There are no separate brokerage plans in Upstox. 

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Conclusion 

So, is Upstox sign up an easy and worthy thing? The answer is yes! The process is simple and lets you complete the entire process online and from the convenience of your place. You just need some documents and you are good to go. You can avail the benefits of Upstox after you have successfully signed up for it.

Before making a decision of account opening it is important to check the reliability and also is Upstox SEBI registered?

This gives an assurance of safety and security with your investment.

So, if you are willing to enter the stock market, then open your demat account today!

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Ready to start trading in the stock market. Make your journey simpler by opening a demat account online for FREE!

 

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