Opening an account is easy, follow the below steps:

Before you start the process, keep scanned copies of your documents (Aadhaar, PAN, Cancelled Cheque, and your latest bank statement) with you for when you are directed to upload them.

Step 1:  Open Market Pulse  app, click on drawer and then on ‘Sign in’ 

Step 2: On the next screen,  click on ‘Open an account’,

Step 3: You’ll be redirected to Upstox ‘Sign up’ page,  Enter email and mobile number, then click on ‘Send OTP’.  

Step 4: Enter your PAN and date of birth

Step 5: Enter your Aadhaar details and the OTP you receive on your linked mobile number in order to verify your identity. 

Step 6: Now, verify personal details shown on screen and information pulled from KRA database

Step 7: Next you’ll need to provide details regarding gender, marital status, political affiliations, trading experience, income and trading experience.

Step 8: Enter your bank account details to link it with Upstox demat and trading account

Step 9: Choose segments you want to trade in, click on ‘Next’ to get the charges due 

Step 10: Once you‘ve verified the segments you’ve selected and charges associated with them, click on ‘Pay & Continue’. Select a payment method to proceed

Step 11: Next, upload copies of Cancelled Cheque, Income Proof, Esign, Bank Statement 

Step 12: Review your form  and click Submit (That should be it. Your demat account should now be created).

You’ll receive additional confidential data - such as a Login ID and password for accessing online portals and placing trades via email once all information provided had been verified.