How to Add a Nominee to Your Upstox Account?
- Last Updated: 05 Apr, 2024
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Adding a nominee to your Upstox account ensures smooth investment transfers in the event of unforeseen circumstances.
Adding nominees to Upstox's updated version
Steps | Description |
1 | Log in to the app |
2 | Click on Account |
3 | Select Profile |
4 | Click on My Nominee |
5 | Fill in the Nominee Details |
6 | Enter Nominee Share in % |
7 | For minor/underage nominees, enter guardian details |
8 | Complete Registration Process |
9 | Document Verification |
How Can I Add Nominee to My Upstox Account?
If you are using an updated version of the Upstox app, follow the below steps to add a nominee.
Step 1: Using your 6-digit PIN or biometrics, log in to the Upstox app.
Step 2: At the bottom of the screen, select “Account”
Step 3: Click on “My Account”
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Step 4: In the Account section, click on “Profile”
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Step 5: Click on “My nominee” and you will be redirected to the “Nominee details” page.
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Step 6: Click on “Add Nominee” and fill required details. Then, click “Continue”
Step 7: Once nominee details are filled out, enter 'Nominee share in %'.
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Step 8: You can add 2 more nominees to your account by clicking 'Add Nominee'. Nevertheless, this is an optional step. The total 'Nominee share in %' should be 100 if you add one nominee. You can have a maximum of three nominees.
Step 9: Click on 'Continue' once all the nominees have been added.
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Step 10: The nominee's guardian details must also be included if the nominee is underage/minor. As the guardian, you can also provide your own details.
Step 11: You will receive a 6-digit OTP on your registered mobile number, Enter it.
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Step 12: Your nomination request will be verified by the Upstox team once you have submitted it. Upon approval, your nominee will be added within 24 hours.
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