Upstox App Review (Mobile Trading App Demo, Guide, Charges & Download Links)

The Upstox app is a free mobile trading application available for Android and iPhone. Upstox customers can download the app and trade at BSE, NSE and MCX from anywhere.

The Upstox Pro Mobile app offers a range of features like the market watch, live stock quotes, advanced charts and scanners etc. It is one of the highest-rated trading apps on app stores.

This app also allows you to open upstox trading and demat account online. The process of account opening using the app is paperless.

 

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Upstox Pro Mobile is a mobile trading app for online trading at BSE, NSE and MCX exchanges. The app is available for Android and iPhone users. This app can be used by upstox customer for multiple tasks including:

Ways to use Upstox App

• Open a paperless demat account
• Invest in Stocks and ETF
• Trade Equity Derivatives (F&O) at BSE and NSE
• Trade Equity Derivatives (F&O) at BSE and NSE
• Trade Commodities at MCX
• Transfer Funds from and to the trading account.
• Stock analysis
• Check reports like orders, holding, open position.

 

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You can withdraw funds from your Upstox trading account, by putting a withdrawal request. The withdrawal request can be submitted from its trading software (i.e. Pro Web or Pro Mobile). This facility is not available in its back office (dashboard or keystone).

Steps to withdraw from Upstox

1. Open Pro Mobile App or https://pro.upstox.com/
2. Login with client id and password
3. Click the 'Rs Balance' link on top right
4. Choose 'Securities' or 'Commodities' account
5. Click the 'Withdraw Funds' button
6. Enter the amount and click the 'Withdraw' button.

 

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Upstox is a leading discount stock broker. It is good in many regards. Some of the key advantages of opening an account with the company are:

1. Offering retail online trading for over 10 years
2. Lakhs of active customers
3. Low and fixed brokerage plans (Rs 20 per trade)
4. Direct Mutual Fund services
5. Access to powerful 3rd party trading software such as Fox Trader and Nest Trader

Upstox competitor includes Zerodha, 5paisa, Edelweiss and Angel One.

 

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Upstox offers multiple options to transfer money from your bank account to the trading account. Here are the options available to transfer money:

Steps to transfer money in Upstox using Net Banking

• Log in to your trading account
• Go to the 'Add Funds' section
• Choose the account you wish to use
• On the bank website's portal, log in with your net banking ID and password
• Click confirm

Steps to transfer money in Upstox using UPI

• Add Upstox as a beneficiary
• Email your valid bank statement (in .jpg or PDF format) that clearly shows your Bank Account Number, Name and Transaction Reference Number to support@upstox.com.

Steps to transfer money in Upstox using NEFT/RTGS

Add the Upstox bank account details as a beneficiary and transfer the funds from net banking using NEFT or RTGS.

For Securities

Bank Name - HDFC Bank

Account Name - RKSV SECURITIES INDIA PVT.LTD.

Account Number -00600340067574

Account Type - Current

Account IFSC Code- HDFC0000060

For Commodities

Bank Name - HDFC Bank

Account Name - RKSV COMMODITIES INDIA PVT.LTD.

Account Number -15770340022236

Account Type - Current Account

IFSC Code- HDFC0000060

Steps to transfer money in Upstox using Cheque

• Write a cheque in the name of 'RKSV Securities India Pvt Ltd' for securities and 'RKSV Commodities India Pvt Ltd' for commodities.
• Send a photo of the cheque to support@upstox.com

 

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Upstox customers can buy IPO through Upstox by using UPI as a payment method. The upstox online IPO application is simple, quick and convenient.

Note: You should have a UPI ID to apply in IPO through Upstox. You could create a UPI ID using any net banking app (i.e. ICICI, SBI, HDFC, Kotak Bank) or using the BHIM UPI app for Android and iPhone.

Steps to buy IPO through Upstox

• Login to Upstox Pro Web or Upstox mobile app
• Click on your customer name and customer ID on top right
• Click on Apply for IPO link
• Select the IPO you wish to apply by clicking the 'Details' button
• Go to the bottom on IPO Detail page and click 'Place Bid' button
• Enter UPI ID and choose Investor Type
• Enter order quantity and price
• Choose Cutoff-price checkbox if applying in the retail category
• Review and place order
• Approve the notification received on the BHIM app in 2 to 12 hours.

Note: If you have Upstox demat account, you can also apply in IPO using an online IPO facility offered by your bank's net banking. All popular banks including ICICI, HDFC, SBI, Kotak, Axis Bank offer online IPO.

You have to mention your upstox demat account information in the IPO application form. The allocated shares are automatically delivered to your upstox demat account. You can sell them on the IPO listing day.

 

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The Upstox demat account can be canceled by filling out a paper form and sending it to the company's office. The form is available on the Upstox website at Support > Form Downloads on the top menu.

Download the form, print and fill it and courier it to the company's registered address along with unused DIS slips to close the upstox demat account.

 

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Upstox offer 2 types of fund transfer:

1. Instant Fund Transfer - It cost Rs 7 per transaction.
2. Depositing via NEFT/RTGS - Its free. It takes 4-5 hours.

 

 Open Instant Account (Start Trading Today)

Yes, Upstox mobile app offers all the segments at BSE, NSE, and MCX exchanges. It includes Equity, Commodity and Currency.

 

 Open Instant Account (Start Trading Today)