{"id":399,"date":"2020-06-19T16:27:27","date_gmt":"2020-06-19T10:57:27","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/blog\/"},"modified":"2020-06-19T16:27:27","modified_gmt":"2020-06-19T10:57:27","slug":"upstox","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/upstox\/","title":{"rendered":"Upstox"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><a class=\"aioseop-link\" href=\"#Profit-Loss-Statement-from-Upstox\">How to Generate Tax Statement from Upstox<\/a><\/li><li><a class=\"aioseop-link\" href=\"#Open-Demat-Account-in-Upstox\">How to Open Demat Account in Upstox<\/a><\/li><li><a class=\"aioseop-link\" href=\"#Sell-an-Order-from-Upstox\">How to Sell an Order from Upstox<\/a><\/li><li><a class=\"aioseop-link\" href=\"#Download-Contract-Notes-From-Upstox\">How to Download Contract Notes From Upstox<\/a><\/li><li><a href=\"#Bill-Report\">How to Download Bill Details from Upstox<\/a><\/li><li><a href=\"#Trade-Report\">How to Download Trade Report from Upstox<\/a><\/li><li><a href=\"#rebalancing\">Rebalancing With Jama Wealth -Upstox<\/a><\/li><li><a class=\"aioseop-link\" href=\"#auto-forward-rule-in-Gmail\">How to setup an auto-forward rule in Gmail<\/a><\/li><li><a class=\"aioseop-link\" href=\"#cams-pdf-summary\">How to Trigger CAMS pdf &#8211; Summary<\/a><\/li><li><a class=\"aioseop-link\" href=\"#cams-pdf-detailed\">How to Trigger CAMS pdf &#8211; Detailed<\/a><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Profit-Loss-Statement-from-Upstox\">1.How to Generate Tax Statement from Upstox<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Download Tax Statement<\/h3>\n\n\n\n<p>Step 1: Login to <a href=\"https:\/\/keystone.upstox.com\/\">Keystone Upstox<\/a> using your Upstox Credentials.<br>Step 2: Click on <strong>Profit and Loss<\/strong> under <strong>Reports<\/strong>.<br>Step 3: Click on Tax.<br>Step 4: Select the&nbsp;<strong>Financial Year<\/strong>.<br>Step 5: Click on&nbsp;<strong>Download Report <\/strong>or Click on&nbsp;<strong>Email Report<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Open-Demat-Account-in-Upstox\">2.How to Open Demat Account in Upstox<\/h2>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"Demat Account Opening - Upstox\" src=\"https:\/\/player.vimeo.com\/video\/465684473?h=1832902c48&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Sell-an-Order-from-Upstox\">3.How to Sell an Order from Upstox<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Upstox Selling Of Shares With Out PO<\/h3>\n\n\n\n<p class=\"has-text-align-left\">Step 1: Login to <a rel=\"noreferrer noopener\" href=\"https:\/\/bo.upstox.com\" target=\"_blank\">bo.upstox.com<\/a> using your Upstox ID and PAN as password.<br>Step 2: Go To Order<br>Step 3: Select an order&#8211;&gt;Select sell shares&#8211;&gt;Select NSE<br>Step 4: Enter the Quantity&#8211;&gt;Click on sell<br>Step 5: A BO number gets generated<br>Step 6: Note the BO number and click on continue which will be redirected to CDSL<br>Step 7: Enter the BO number and PAN card details<br>Step 8: Enter OTP and final updated TPIN would be sent to your mobile and e-mail id<br>Step 9: This will redirect to the Upstox Dashboard and then click on Sell<br>Step 11: Enter the Transaction PIN(TPIN)<br>Step 12: After Entering TPIN you can be able to Place Sell Order<br><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo aligncenter wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Sell an Order - Upstox\" src=\"https:\/\/player.vimeo.com\/video\/465687827?h=0d43aef236&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Download-Contract-Notes-From-Upstox\">4.How to Download Contract Notes From Upstox<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Download Contract Notes<\/h3>\n\n\n\n<p>Step 1: Login to <a href=\"https:\/\/keystone.upstox.com\/\">Keystone Upstox<\/a> using your Upstox Credentials.<br>Step 2: Click on Reports.<br>Step 3: Click on Miscellaneous.<br>Step 4: Select Report type as Contract.<br>Step 5: Select Financial Year and click on Get Report.<br>Step 6: Click on File to download the contract note<br>Step 7: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to <a href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a> cc <a href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Download Contract Notes - Upstox\" src=\"https:\/\/player.vimeo.com\/video\/655401836?h=7e7994054f&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Bill-Report\">5.How to Download Bill Report from Upstox<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Download Bill Report<\/h3>\n\n\n\n<p>Step 1 : Login to <a rel=\"noreferrer noopener\" href=\"https:\/\/bo.upstox.com\" target=\"_blank\">keystone.upstox<\/a><a rel=\"noreferrer noopener\" href=\"https:\/\/login.upstox.com\/?client_id=KEY-1Ni3R1aKSA5AIrBvCICAhpEf&amp;redirect_uri=https:\/\/keystone.upstox.com\" target=\"_blank\">.com<\/a> using your Upstox ID and PAN as password.<br>Step 2 : Click on the &#8220;Reports&#8221; dropdown.<br>Step 3 : Select &#8220;Bill Report&#8221;<br>Step 4 : Choose the year &#8216;1920&#8217; if you want for FY 2019-2020 or &#8216;2021&#8217; for FY 2020-2021.<br>Step 5 : Select start and end dates as April 1st and March 31st next year respectively.<br>Step 6 : Click on  Export and choose &#8220;CSV&#8221; as the option.<br>&#8211; You can do this for multiple years according to your requirement<br>Step 8: Kindly send this via Email to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>&nbsp;and cc <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Download the Bill Report - Upstox\" src=\"https:\/\/player.vimeo.com\/video\/542004906?h=848fbcf3dc&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Trade-Report\">6.How to Download Trade Report from Upstox<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Download Bill Report<\/h3>\n\n\n\n<p>Step 1 : Login to <a rel=\"noreferrer noopener\" href=\"https:\/\/bo.upstox.com\" target=\"_blank\">keystone.upstox<\/a><a rel=\"noreferrer noopener\" href=\"https:\/\/login.upstox.com\/?client_id=KEY-1Ni3R1aKSA5AIrBvCICAhpEf&amp;redirect_uri=https:\/\/keystone.upstox.com\" target=\"_blank\">.com<\/a> using your Upstox ID and PAN as password.<br>Step 2 : Click on the &#8220;Reports&#8221; dropdown.<br>Step 3 : Select &#8220;Trade&#8221;<br>Step 4 : Choose the Financial Year and Click on Get Report.<br>Step 5 : Click on XLSX to download the Trade Report .<br>Step 8: Kindly send this via Email to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>&nbsp;and cc <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Download Trade Report - Upstox\" src=\"https:\/\/player.vimeo.com\/video\/655401908?h=59592d5325&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"rebalancing\">7.Rebalancing With Jama Wealth &#8211; Upstox<\/h2>\n\n\n\n<p>Steps for Rebalancing<\/p>\n\n\n\n<p>Step 1 : Login to Jama Wealth using the link provided in the mail.<br>Step 2 : Click on the Rebalancing.<br>Step 3 : Check you Demat holdings, if the data doesn&#8217;t match please send your contract notes to <a href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>.<br>Step 4: Login with your Upstox Credentials.<br>Step 5 : Authorise your Sell Order at CDSL with TPIN and OTP.<br>Step 6 : Please review your orders and place the orders (both sell and buy orders will be placed).<br>Step 7: Your 80% rebalancing will be completed and remaining 20% rebalancing should be done on next trading day.<br><br><strong>Kindly let our representative know once you complete the process.<\/strong><br><br><strong>Note :<\/strong> The market closes by 3:30pm so kindly place your orders about half hour earlier than the closing time as we need to check our backend as well. Please do send your Contract Notes to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>&nbsp;and cc&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:ashketh@jama.co.in\">ashketh@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"Rebalancing with Jama Wealth - Upstox\" src=\"https:\/\/player.vimeo.com\/video\/558919039?h=deaf84fdda&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"auto-forward-rule-in-Gmail\">8.How to setup an auto-forward rule in Gmail<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to setup auto-forward rule<\/h3>\n\n\n\n<p>Step 1: Login to your Gmail account.<br>Step 2: Go to settings and click on Forwarding and POP\/IMAP.<br>Step 3: Click on Add a forwarding address.<br>Step 4: Enter help@jama.co.in and click Next.<br>Step 5: You will be asked for Confirmation, click on Proceed.<br>A verification mail will be sent to the given forward mail address (which is help@jama.co.in).<br>We will verify the Email address.<br>Do the same steps for&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a><br>                      Next <br>Step 6: Go to Filters and blocked address and click on &#8220;Create a new filter&#8221;.<br>Step 7: From: CAS (CAMS) or k Fintech and To: Enter your Email Address<br>Step 8: Click on Create Filter and choose forward email as help@jama.co.in.<br>Step 9: Click on \u201cCreate Filter\u201d.<br><br>Please Note: <br>1) Please forward the Emails from CAS (CAMS) or k Fintech to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><br>2) Please forward the contract Note emails from upstox to &nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to setup an auto-forward rule in Gmail\" src=\"https:\/\/player.vimeo.com\/video\/475326500?h=196c79e8dc&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"cams-pdf-summary\">9.How to Trigger CAMS pdf &#8211; Summary<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Trigger CAMS pdf &#8211; Summary<\/h3>\n\n\n\n<p>Step 1 : Open <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"http:\/\/www.camsonline.com\/\" class=\"aioseop-link\">camsonline.com<\/a> web page.<br>Step 2 : Click on <strong>&#8220;View More&#8221;<\/strong> under Statements.<br>Step 3 : Select <strong>&#8220;CAS &#8211; CAMS+KFintech+FTAMIL<\/strong>&#8220;.<br>Step 4 : Choose Statement Type as <strong>&#8220;Summary&#8221;<\/strong>.<br>Step 5 : Enter your Email associated with your Mutual Funds and Password as <strong>&#8220;Profit40%&#8221;<\/strong><br>&#8211; <strong>CAMS<\/strong> sends the pdf to the given Email addresss<br>Step 6: Kindly forward the email to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Trigger CAMS pdf - Summary\" src=\"https:\/\/player.vimeo.com\/video\/481170673?h=1a3153d3e4&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"cams-pdf-detailed\">10.How to Trigger CAMS pdf &#8211; Detailed<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Trigger CAMS pdf &#8211; Detailed<\/h3>\n\n\n\n<p>Step 1 : Open <a rel=\"noreferrer noopener\" target=\"_blank\" href=\"http:\/\/www.camsonline.com\/\">camsonline.com<\/a> web page.<br>Step 2 : Click on <strong>&#8220;View More&#8221;<\/strong> under Statements.<br>Step 3 : Select <strong>&#8220;CAS &#8211; CAMS+KFintech+FTAMIL<\/strong>&#8220;.<br>Step 4 : Choose Statement Type as <strong>&#8220;Detailed&#8221;<\/strong>.<br>Step 5 : Select PERIOD as <strong>&#8220;Specific Period<\/strong>&#8220;.<br>Step 6 : Select From Date as <strong>&#8220;01-JANUARY-2001&#8221;<\/strong> and End Date as Current Day<br>Step 7 : Enter your Email associated with your Mutual Funds and Password as <strong>&#8220;Profit40%&#8221;<\/strong><br>&#8211; <strong>CAMS<\/strong> sends the pdf to the given Email addresss<br>Step 8: Kindly forward the email to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Trigger CAMS pdf - Detailed\" src=\"https:\/\/player.vimeo.com\/video\/481170811?h=4e1ed8e7a1&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<p style=\"font-size:12px\"><strong>Disclaimer:<\/strong> This information is being provided only as an aid to help in transactions. Jama Wealth does not recommend any demat platform and the client\/investor is free to use whichever platform they wish to use. The Jama Wealth platform, nor the advisors are responsible for any errors, or losses the investor\/client may incur by using any demat platform.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FAQ How to Generate Tax Statement from Upstox How to Open Demat Account in Upstox How to Sell an Order from Upstox How to Download Contract Notes From Upstox How to Download Bill Details from Upstox How to Download Trade Report from Upstox Rebalancing With Jama Wealth -Upstox How to setup an auto-forward rule in&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/upstox\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Upstox<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[133,134,446,448,452,789],"class_list":["post-399","page","type-page","status-publish","hentry","tag-demat","tag-demat-account","tag-jama","tag-jama-wealth","tag-jamawealth","tag-upstox"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/399","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=399"}],"version-history":[{"count":0,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/399\/revisions"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=399"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}