HomeTechFinancial Opportunities with Upstox Refer and Earn Program: A Comprehensive Guide

Financial Opportunities with Upstox Refer and Earn Program: A Comprehensive Guide

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Upstox Refer and Earn: In the dynamic landscape of financial services, Upstox has carved a niche for itself, not only as a leading online brokerage platform but also as a pioneer in innovative referral programs. The “Upstox Refer and Earn” initiative has gained significant traction, allowing users to not only trade seamlessly but also earn rewards by inviting others to join the platform. This comprehensive guide will walk you through the step-by-step process, benefits, and additional information surrounding the Upstox Refer and Earn program.

1. Getting Started

1.1 Registration on Upstox: The first step involves registering on the Upstox platform. Users can easily create an account by providing necessary details, completing the KYC process, and verifying their identity. This ensures a secure and compliant trading experience.

1.2 Navigating to the Refer and Earn Section: Upon successful registration, users can navigate to the dedicated “Refer and Earn” section within the Upstox platform. This section serves as the hub for accessing referral-related information, generating referral links, and tracking the progress of the referral program.

Upstox Demat Account Opening Process

If you want to open an Upstox Demat account then you need some basic documents. You need a PAN Card, Bank Account, Mobile Number and Aadhar Card linked with Mobile Number documents to open an Upstox Demat account.

  • First of all, open the Upstox demat account opening page.
  • SignUp with your mobile number and email id.
  • Next submit your PAN Card number and your Date of Birth.
  • Now submit your basic information and Bank information.
  • On the next page you have to submit your digital signature.
  • You have to enter your aadhar linked mobile number on the ‘Connect your Digilocker with Upstox’ page.
  • Enter the OTP and complete an e-sign.
  • After that, the Upstox team will verify your documents and will open your demat account within two days.
  • If all the submitted documents and details are correct then the Upstox referral bonus will be credited to your wallet.

Upstox Refer and Earn

If you have some friends who will download Upstox through your referral code and referral link then you have a good chance to earn some decent income. The best part of Upstox refer and earn offer is all your earnings can be sent to your Bank. Although if you wish, you can invest this money to buy a share of stock through the Upstox app

Your referral amount gets credited to your account when your friend’s account is opened successfully. If your referral friend opens your referral link by clicking on it. A person can open a Upstox account by submitting the correct documents successfully. Once they complete the full Upstox account opening process and have a Upstox Demat and trading account.

Refer and Earn ₹1200

  • First of all, download the Upstox app.
  • Complete the account opening process.
  • Tap on the profile icon.
  • Choose the ‘Refer and Earn’ option.
  • Share your Upstox referral link on WhatsApp or SMS.
  • Once they completes their profile you will get ₹1200 on every successful.

2. Generating Referral Links

2.1 Accessing the Referral Dashboard: Within the “Refer and Earn” section, users will find a user-friendly dashboard that provides insights into their referral activities. This includes the number of successful referrals, pending referrals, and the cumulative rewards earned.

2.2 Creating Personalized Referral Links: Upstox allows users to create personalized referral links that can be easily shared with friends and family. These links are unique to each user, enabling the platform to track referrals accurately and attribute rewards accordingly.

3. Inviting Friends to Upstox

3.1 Sharing Referral Links: Users can share their personalized referral links via various channels, including social media, email, or messaging apps. This simplicity in sharing enhances the accessibility of the program, allowing users to reach a broader audience.

3.2 Referral Tracking: The Upstox platform provides real-time tracking of referrals. Users can monitor the status of their referrals, distinguishing between successful referrals that lead to account openings and pending referrals that are yet to be completed.

4. Benefits of Upstox Refer and Earn

4.1 Earn Exciting Rewards: The primary incentive of the Upstox Refer and Earn program is the opportunity to earn rewards. Successful referrals that result in new account openings can lead to a range of benefits, including cash rewards, discounts on brokerage fees, or other exclusive offers.

4.2 Boosted Trading Experience: For both the referrer and the referred, the program enhances the overall trading experience on Upstox. Referrers enjoy the satisfaction of sharing a valuable financial tool, while referees gain access to a user-friendly and technologically advanced trading platform.

4.3 Scaling Rewards with Multiple Referrals: Upstox encourages users to maximize their earning potential by facilitating multiple referrals. The more individuals a user successfully invites to join Upstox, the greater their cumulative rewards, creating a scalable and rewarding experience.

5. Additional Information

5.1 Terms and Conditions: To ensure transparency and fairness, users engaging in the Upstox Refer and Earn program should familiarize themselves with the associated terms and conditions. These may include eligibility criteria, reward structures, and any limitations or restrictions that apply.

5.2 Promotional Campaigns and Contests: Upstox periodically introduces promotional campaigns and contests within the Refer and Earn program. These campaigns may offer additional incentives, exclusive bonuses, or prizes, adding an extra layer of excitement for participants.


The Upstox Refer and Earn program not only transforms the way users approach online trading but also introduces a dynamic and rewarding dimension to the financial ecosystem. By seamlessly integrating referral incentives with the robust features of the Upstox platform, the program not only attracts new users but fosters a sense of community and shared financial success. Embracing the Upstox Refer and Earn initiative opens doors to a world where financial empowerment is not only individual but also collective, creating a win-win scenario for all participants in the ever-evolving landscape of online trading.

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