What are the steps to switch between Upstox and Upstox Pro?

To switch between Upstox and Upstox pro, you can follow the below steps. As an example, we are taking a case when the user is moving from Upstox to Upstox Pro. The same steps can be followed for moving from Upstox Pro to Upstox.


Upstox for Investors:


Step 1: Login to the Upstox app using your 6-digit Pin or Biometrics.


Step 2: Click on the ‘Account’ tab at the bottom of the screen.



Step 3: Slide the toggle button towards Upstox for investors.



Step 4: You will get the below screen with details, click on “Switch to Upstox for Investors” at the bottom.



Step 5: You will be redirected to the Upstox investors mode.



Upstox Investors to Upstox Pro:

Step 1: Click on the 'Profile' icon.



Step 2: Slide the toggle button towards Upstox pro.



Step 3: You will get the below screen with details, click on “Switch to Upstox pro” on the bottom.



Step 4: You will be redirected to the Upstox Pro mode.



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