How Do I Change My Primary Bank Account Linked With Upstox?

Last Updated: Apr 12, 2024 Value Broking 2 Mins 2.3K
change primary bank account linked with upstox

You can change your primary bank account linked with Upstox by following these basic steps.

Steps to Change My Primary Bank Account Linked With Upstox

StepsDescription
1Log in to the Upstox app.
2Tap and select ‘Account’.
3Go to ‘Profile’, and you will be taken to ‘Bank details.’ 
4Select the ‘Make Primary account.’ Tap on ‘Continue’.
5eSign with Aadhaar and submit your application.
6Click on the checkbox to agree to the ‘Terms of Service’. Enter your Aadhaar/VID.
7Enter the OTP sent to your Aadhaar registered mobile number.

How to Change My Primary Bank Account Linked With Upstox?

Step 1: You need to log in to the Upstox app using your 6-digit PIN or biometrics.

Step 2: Then, tap on ‘Account’ at the bottom of the screen and select ‘My Account’.

upstox primary bank account dashboard

Step 3: Go to ‘Profile’ and tap on ‘My bank details’. You will be redirected to the ‘Bank details’ page.

upstox primary account bank details

Step 4: Choose the bank you wish to set as your Primary bank account on Upstox by selecting the ‘Make Primary account’. This means any funds withdrawn from your Upstox account will be deposited into this account.

upstox primary bank account details

Step 5: You will have to enable the toggle button and tap on ‘Continue’.

upstox primary bank account enable

Step 6: eSign with Aadhaar and submit your application.

upstox primary bank account esign

Step 7: Click on the checkbox to agree to the ‘Terms of Service’.

upstox primary bank account agree terms service

Step 8: Enter your Aadhaar/VID.

upstox primary bank account enter vid

Step 9: Please enter the OTP sent to your Aadhaar registered mobile number.

upstox primary bank account enter otp

Step 10: Your request to change your Primary account has been successfully submitted.

upstox primary bank account success

Note: It usually takes 1-2 working days for us to verify and change your Primary bank account.