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How to Download Holding Reports from Upstox

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To download your holdings report from Upstox, Please follow the steps below

Step 1: Login to Upstox using your credentials.

Step 2: Click on Reports.

Step 3: Now Click on Holdings Report from the dropdown. 

Step 4: Click on Go

Step 5: Click on CSV under Export to download your Holdings Report

Step 6: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to upload@jama.co.in and cc help@jama.co.in