To download your holdings report from Upstox, Please follow the steps below
Step 1: Login to Upstox using your credentials.
Step 2: Click on Reports.
Step 3: Now Click on Holdings Report from the dropdown.
Step 4: Click on Go
Step 5: Click on CSV under Export to download your Holdings Report
Step 6: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to upload@jama.co.in and cc help@jama.co.in
GoI DIPP Registered
Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India
View Registration
SEBI Registered
Portfolio Manager
INP2000007881
Non Individual
SEBI Registered Investment Advisor
INA200015583
Non Individual
BSE Membership
52605
AMFI Member
112310
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