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SEGMENT ADDITION / MODIFICATION FORM TO:SUB:Request to add/modify segments to my current subscription plan Dear Sir or Madam, I presently have an account with RKSV Securities India Pvt. Ltd. and I.

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How to fill out the Upstox Segment Addition online

This guide provides clear instructions on how to complete the Upstox Segment Addition form online. Each step is designed to help users understand the process and ensure accurate submission of their requests for adding or modifying trading segments.

Follow the steps to successfully complete the Upstox Segment Addition form.

  1. Locate the ‘Get Form’ button to acquire the Upstox Segment Addition document. Press the button to access the form and open it in your preferred interface.
  2. Review the form’s introductory section which explains the purpose of the request. Ensure that you have your account information accessible for reference.
  3. Fill in your name in the CLIENT’S NAME field and provide your CLIENT’S CODE. This information is crucial for identifying your account.
  4. In the section regarding SEGMENTS, check the boxes corresponding to the segments you wish to add or modify. Include choices such as NSE CASH, NSE F&O, and BSE CURRENCY DERIVATIVES.
  5. Read the brokerage charge and statutory charges carefully. Ensure you understand these fees as they will apply to your account.
  6. In the AUTHORIZATION FOR ACCOUNT MODIFICATION section, confirm your understanding of the authorization process for electronic modifications.
  7. Sign the form in the CLIENT’S SIGNATURE field to authenticate your request and add the date in the format of DD/MM/YYYY.
  8. Once you have completed all sections of the form, save your changes, then consider downloading, printing, or sharing the completed document as required.

Complete your Upstox Segment Addition online today!

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Log in to the account section on Console and choose the segments you wish to disable and confirm; this will check if you have any open orders or positions. In the absence of any open orders or positions, the segment is deactivated within 5 minutes.

To enable equity, currency and commodity F&O, follow these steps: Login to console.zerodha.com. Click on Account. Click on Segment. Click on the segments to be enabled. Click on Continue. Select the income range and income proof 1 and click on Choose file. Accept the terms and conditions.

When you open a Upstox account, the Equities segment and BSE Mutual Funds are activated by default. So, you can start investing and trading in them instantly. However other segments such as Futures & Options (F&O), Currencies (CUR), and Commodities segments (MCX), are optional.

Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics. Step 2: Once you have logged in, click on the menu in the top left corner. Step 3: Click on 'Activate F&O, MCX'. Step 4: Click on 'Activate Segment' for the segment you want to activate.

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