Upstox Back Office

Upstox, a leading discount broker works on a tech-first low-cost broking model. In this blog, we will address the Upstox Back Office along with its essential features.

Upstox offers trading opportunities at unbeatable prices on segments such as equity, commodity, currency, futures, etc. All these are exclusively available on the Upstox Pro Web as well as Pro Mobile.

Opening a Upstox Trading account gives you access to the Upstox trading platform where you can not only trade but also do analysis, view charts and access several other trading features.

The best part of the Upstox platform is that it eases the process of placing orders by providing both – mobile as well as web access. Moreover, the Upstox back office makes it possible for the users to view their activities from the date of their joining.

Users may use Upstox Keystone for the same. However, logging in to the back office by clicking on the link shall also solve the purpose.

To ensure that users can access their Upstox back office system daily, Upstox NEST updates their daily trading activities at the end of each day.

Not sure about using the Upstox back office feature? Well, hold that thought.

Operating the Upstox back office system is very easy. Besides, with all the data available here, users can understand their trading activities, manage their accounts as well as file tax returns.

However, you can avail of the Upstox back office feature only if you have a trading account with the firm.

You can open an Upstox trading account at zero charges and trade for free in the equity delivery segment.

The other segments like F&O equity, Intraday equity, currency, derivatives, and commodities are available on Upstox Pro which is a paid service.

Upstox Back Office Login

As mentioned earlier, you must have an Upstox account for being able to access the Upstox back office system. If you do not have one, you can visit the Upstox account opening section. It will guide you on the process and requirements for opening an account.

Moving on, here’s how you log in to the Upstox back office:

• Visit bo.upstox.com
• A log in page will appear.
• Enter your 6-digit Upstox UCC ID/ User ID and password. (The UCC and password is provided by Upstox at the time of account opening)
• After filling the correct details, click on “Login” and you are done!

For back office login, Upstox recommends using Keystone. However, bo.rksv.in shall also work equally well.

Here’s how you log in to Upstox back office via RKSV:

• Visit bo.rksv.in
• On the Upstox login page, enter your 6-digit user name and your password. (This is the same ID and password that was given to you by Upstox when you opened an account).
• Having entered the credentials, click on “Login”

Here’s an illustration of the Upstox back office login page:

If you happen to forget your password, get in touch with the Upstox accounts department. Alternatively, you may also email Upstox at support@rksv.in.

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Upstox Back Office Password

Your Upstox back office password is none other than your very own Upstox password that was provided to you at the time of account opening.

If you already change the initial password, use that for back office login.

There may be times when you tend to forget your password or simply wish to change it. Discussed below are both these scenarios.

But Before we get into the process of change/resetting your Upstox password, here’s a little tip on choosing a strong password!

Always choose a password between a range of 6 to 10 characters. Also, keep the characters alpha-numeric rather than just alphabets or just numbers. It is safe to use the Upstox website generated password.

Moving on, here’s how to change your Upstox/Upstox back office password

• Visit bo.rksv.in or Keystone as per your desire
• Login with user client ID and password
• Now, click on “Settings” on the top right corner
• A drop-down box will appear. Click on “Change Password”
• Enter your old password when prompted
• Now enter the desired password and confirm the same
• Finally, click on “Change” and your new password is set. Use it for further Upstox logins

Did you forget your Upstox password? Keep calm, it’s not as complex as it seems to be.

In this scenario, you can easily recover your password from Upstox Keystone by following the “forgot password” link. You can also send an email to support@upstox.com.

Checking outstanding positions on Upstox Back Office:

We have already discussed that one of the perks of using the Upstox back office is being able to check your outstanding positions. To do so, follow these steps:

• Visit bo.rksv.in and login
• On the top scroll bar, click on “Bill”
• Now, select O/S Position from the drop-down menu
• Finally, click on “Go”. You shall now be able to monitor your outstanding positions

Here’s a picture representing the entire process:

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Upstox Back Office Portal

You can view and check your ledger through the Upstox back office. Following are the steps to do so:

• Firstly, visit your Upstox back office portal
• Log in with your unique Upstox ID and password
• Once logged in, go to the “Accounts tab” on the top right corner
• From the drop-down list, click on “Ledger”
• Select the “Year” and “Company” for which you want to view the ledger report
• Click on “Go”
• Once you do so, you will be directed to a page where all your corresponding ledger reports shall be jotted down
• You may also save these reports (the supported formats are XLS and PDF).

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Upstox Back Office Keystone

Keystone is the Upstox back office software. Again you must have an account with Upstox to access the same.

To use Keystone, click here. Further, enter your 6 digit Upstox ID and password to log in.

The perks of using Upstox Keystone:

• You can monitor your outstanding positions
• It is use to generate reports trade-wise
• You also can generate a trade summary report
• You can access and monitor your holdings, summaries, and details of bills, ledger, P&L statements, etc.
• It helps you to make withdrawal requests as well as view your withdrawal history (all withdrawal requests on Upstox can be made only through Keystone – either web or mobile)
• It allows you to access and download your financial statements
• You can also submit buyback or repurchase requests
• You can refer Upstox Keystone to a friend and make referral earnings

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Conclusion

The Upstox platform is owned by RKSV Securities India Private Limited. Established in 2009, the Mumbai based RKSV Securities engages in online stock trading services.

This platform allows trading and investment in segments such as stocks, futures, options, currencies, and commodities. All this happens across BSE, NSE, and MCX.

This article on Upstox back office covers the aspects of analysis, trading, and comparison. Further, mobile and web accessibility enables Upstox users to place orders easily and enjoy a hustle-free trade experience.

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More on Upstox:

If you are looking to know more about Upstox, here are a few reference links for you: