Close your Upstox account
How to request Upstox account closure, prepare your holdings and records, and distinguish submitting a request from its completion. Follow the linked official route for your account type.
Facts checked through . Each row links to the broker’s published instructions. Account-specific eligibility and terms can change after this date.
Close account: published facts
| Topic | Published terms / instructions |
|---|---|
| App closure request | Upstox icon → My account → Profile → Account Closure. Choose a reason and complete verification; keep the confirmation email.Official source: App closure request · Verified |
| Prepare the account | Clear positions and pending dues; resolve holdings, mutual funds and SIPs. Download reports first because access ends after closure.Official source: Prepare the account · Verified |
| Processing and remaining funds | Upstox states 3–4 working days for review and email notification. Remaining funds go to the linked primary bank.Official source: Processing and remaining funds · Verified |
| Transfer holdings instead of selling | Choose Transfer holdings in the closure flow. Provide a matching-name/PAN target CMR, digitally signed or stamped and signed by the target broker, PDF under 3 MB; complete e-sign.Official source: Transfer holdings instead of selling · Verified |
Choose the closure route before confirming
Check whether your request closes trading, demat or both accounts. If you want to keep your investments, ask Upstox about transferring holdings before using an empty-account flow. A transfer request and completed account closure are separate steps.
Check demat transfer routes and records before submitting target-account details.
Save statements and the request acknowledgment. Ask the broker about pending corporate actions, pledges, unsettled transactions, mandates and any account-specific dues. Follow the instructions for your holder type; an individual online flow may not apply to a joint, minor, HUF or company account. Keep the final closure confirmation.
KYB explains the published process. Submit sensitive documents, signatures and OTPs only through the broker’s official channel.
Upstox Close account FAQ
Upstox icon → My account → Profile → Account Closure. Choose a reason and complete verification; keep the confirmation email.
Clear positions and pending dues; resolve holdings, mutual funds and SIPs. Download reports first because access ends after closure.
Upstox states 3–4 working days for review and email notification. Remaining funds go to the linked primary bank.
Choose Transfer holdings in the closure flow. Provide a matching-name/PAN target CMR, digitally signed or stamped and signed by the target broker, PDF under 3 MB; complete e-sign.