How to Close Upstox Account Online - Step by Step Guide

How to Close Upstox Account Online – Step by Step Guide

How To close upstox account online

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You may have opened an account with Upstox for their generous account opening offers and for some reason, you want to close your Upstox account.

We are going to see a step by step method to close the Upstox account online.

How to Close Upstox Account Online

For Upstox, account closing is as easy as account opening.

You just need to follow some steps and your work is done.

It’s an all-online process, you do not need to send any physical paperwork to the Upstox office.

Steps to Close Upstox Account

Step 1: Log in to your Upstox account.

Step 2: Open the support ticket portal. https://Help.Upstox.Com/support/tickets/new

Step 3: You’ll be greeted with this form.

Upstox Support Ticket home page
Upstox Support Ticket home page

Step 4: Select Upstox customer in the “I’m a” dropdown. Enter your mobile number

Submit ticket form - Mobile number
Submit ticket form – Mobile number

Step 5: Enter your 6 digit Upstox UCC(Unique Client Code) code. It will be the same as your User ID or get it from your Upstox profile.

Upstox Profile Page
Upstox Profile Page

Step 6: Now enter your registered email address and name, in the issue, select “others” and “no documents required” in the supporting document section.

Submit ticket form - name email box
Submit ticket form – name email box

Step 7: Enter “Close Upstox account” as a subject line and “I want to close my account” in the description.

Submit ticket form - reason to cancel
Submit ticket form – reason to cancel

Step 8: Solve the CAPTCHA and click submit.

Submit ticket form - captcha and submit button
Submit ticket form – captcha and submit button

Step 9: In some time you will receive an email from Upstox with a form link. Open it.

Upstox form with account closing link
Upstox form with account closing link

Step 10: The account closer request form will open. Enter your Pan number and Date of Birth. Click proceed.

Account closure form - pan and DOB
Account closure form – pan and DOB

Step 11: A detailed form will open with your pre filled information.

Account closure form - prefilled form
Account closure form – prefilled form

Step 12: You will see your holdings. Sell or transfer your stocks(if any). It can take up to 48 hours after the stock sell to reflect in this form.

Step 13: Clear your account balance(if any). The remaining funds will be transferred to your registered bank account.

Account closure form - clear fund and stocks
Account closure form – clear fund and stocks

Step 14: Select your reason to close the account then click on close account.

Account closure form - reason to close
Account closure form – reason to close

Step 15: You will receive an email with a ticket number and link to check the status.

Upstox ticket status email
Upstox ticket status email

Step 16: That’s it. Your account will be closed in 8 working days.

Account closure form - confirmation message
Account closure form – confirmation message

Conclusion

That’s how you close your Upstox account.

Let me know in comments if you have any problem or suggestions.

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