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Upstox Demat Account
Upstox Demat Account

FREE Demat + zero brokerage* on Mutual Funds & IPOs

Fees & Charges
Joining Fee FREE
Annual Fee FREE
Key Benefits
Shopping Fuel Rewards Cashback Travel
Official BankSathi Live API Framework
1
Mobile & PAN
2
OTP Verification
3
Profile Details
4
Lead Submission

Step 1: Check Eligibility & Begin

Enter your registered mobile number and PAN card details for instant verification.

+91
Must be 10 digits starting with 6, 7, 8, or 9
Standard PAN Format (e.g. ABCDE1234F)
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Data strictly encrypted
Product Details, Guidelines & Benefits

Official parameters, required documents, rules, and benefits retrieved from BankSathi API

Official API Information
Target Audience
  • ✔️ The customer’s age should be 18 or more and he should be interested in Trading & investment.
Documents Required
  • ✔️ PAN Card
  • ✔️ Aadhaar Card
  • ✔️ Account number with IFSC Code
  • ✔️ Bank statement
  • ✔️ Signature on paper
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Lead tracking time
  • ✔️ Leads will be tracked within 7 working days of submission.
  • ✔️ Receive your Payout every Friday for each successful lead converted till Sunday of every week.
How to get your commission
  • ✔️ You can transferred directly to your bank account.
Step by step process
  • ✔️ Suggest Upstox Demat account to everyone in your network (friends/ customers).
  • ✔️ Click on “share to customer” Button and share the link with interested customers.
  • ✔️ The customer clicks on the shared link and redirect to Upstox Website.
  • ✔️ Customer to enter the mobile number & complete the verification process.
  • ✔️ Customer to create a PIN.
  • ✔️ Customer to enter the email Id & complete the verification process.
  • ✔️ Enter PAN mo, date of birth & personal details.
  • ✔️ Accept terms & conditions & confirm the details entered before.
  • ✔️ Customer to upload the signature & selfie.
  • ✔️ Confirm your address details.
  • ✔️ Customer to enter the bank details.
  • ✔️ To invest in F&O: upload bank proof & submit ITR, bank statement or salary slip to activate F&O.
  • ✔️ Enter Nominee details (optional).
  • ✔️ Complete the e-signing process & enter the Aadhaar details and complete the verification process.
  • ✔️ Once the customer's account is successfully opened (confirmation email received) and trade activation is done, your income gets credited to your wallet.
Rules to Follow
  • ✔️ Applicable only for new users (Customers should not have an existing relationship with Upstox).
  • ✔️ The customer's phone number should be linked with their Aadhaar Card & the customer should have a PAN card.
  • ✔️ Advisor should not open multiple accounts from single Device/Mobile. If this happens then the lead of the concerned person will be rejected.
  • ✔️ Customer has to use the Same mobile number from starting to end process.
  • ✔️ Customer should not enter any code in the referral section.
  • ✔️ No frauds, In case of such activity: Fake account opening, misleading communication, Incentivized leads or account opening.
  • ✔️ Customer KYC is mandatory to get the payout
1. Is their any charges for using Upstox application?
  • The Upstox application is free to use and you can open an account for free.
2. What are the brokerage amount?
  • ₹20 Brokerage For Equity, F&O, Commodity and Currency Trades.
Earning Details
  • 💰 Total Earning: Up to ₹1000 per Account
  • KPI:
  • ✅ ₹200 – On successful account opening
  • ✅ ₹800 – Complete first trade in F&O segment in same month