Upstox Partner Program: Benefits, Charges & Sign Up Process (Step-By-Step)

If you want to know about Upstox Partner Program, you are in the right place. Here, you will get all information regarding Upstox Partner and its benefits.

Upstox is one of India’s biggest online discount broker companies. It is a brand of RKSV securities and was created in 2009. It is registered with SEBI and is one of the best financial service providers in India. Its main office is based in Mumbai, India.

With more than 2 million active clients, it is on the second rank of the best brokers in India, just after Zerodha. Thus, Upstox is a trustworthy online broker with ever-increasing active clients and the capability of becoming number one.

Upstox also provides a Upstox partner program by which you can partner with Upstox to earn money. Moreover, the Upstox is backed by Ratan Tata, which for Indians, adds a huge trust factor.

Upstox provides almost all trading facilities such as:

  • Equity trading
  • Commodities trading
  • Currencies trading
  • Futures & Options

In this article, we will guide you about the Upstox Partner Program and more.

What is the Upstox Partner Program?

The Upstox Partner Program is a program offered by Upstox. In this program they provide sub-broker services for a company or an ordinary person, anyone can become a upstox partner and start referring customers to Upstox and start making money through social media accounts and websites.

You can become partner with Upstox, If you are:

Finance enthusiast:

Your interest in finance and the stock market. You take great pleasure in guiding others with investment options.


If you have a good number of followers then your followers easily consume all the content you share, so it best to share your Upstox referral link with followers and earn money through Upstox partner program.

People Person:

If you know marketing, naturally. You can refer the users to Upstox and earn money.

Self Starter:

If you think you can do this “You want to earn and grow” you can join Upstox partner program and earn money.

The Upstox affiliate Program is a great way to earn money.

Benefits of Upstox Partner Program

You can earn more than ₹1 lakh/month by Upstox Partner Program. Upstox is one of the fastest growing brokers in India. You will earn commissions without any unwanted deductions.

There are multiple ways to make money through this program.

  • Brokerage sharing

You will get a share of the brokerage from each trade your referred client makes.

  • Referral incentive

You will get incentives when your referrals open a Upstox Demat account. the more you refer the more you earn.

Here is the benefits of the Upstox Partner Program:

  • Earn more than Rs.1 lakh per month, there is no limit.
  • It is very transparent.
  • You will generate a good second source of income.
  • You will earn lifetime a share of 40% brokerage, when a referred user trade on Upstox.
  • Upstox account opening process is completely online and no paperwork needed.

How to become a Upstox Partner?

Becoming a Upstox partner is very easy. The whole process takes up about 5-10 days to complete, and after that, you can partner with Upstox and earn money easily.

Today, we will guide you through the step-by-step process of registering yourself as a Upstox Partner.

You will need a Upstox Demat account first. Only then you can apply for partner program of Upstox. You will need some documents for become a Upstox partner such as:

  • Identity Proof – PAN CARD
  • Address proof – Aadhaar Card or Driving License or Passport or Voter id Card
  • Highest qualification certificate
  • Passport size photograph

And more about which we will guide you today. We will also tell you that, How to become Upstox partner?

Let’s make you a Upstox Partner!

How to sign up on Upstox Partner Program?

Here is the step-by-step process to become a partner with Upstox and earn money. Upstox Partner login, to partner Upstox, is done the following way:

  • First, you need to register your Upstox Demat account. A Demat account is necessary for the Upstox Partner account.
  • After creating a Demat account, Go to “Upstox Partner Program“.
  • Here, you will need to fill-up the form. The first one is your name, the second is your email address (same as on your Demat account), the third is your phone number (same as Demat account), and the last slot is for your city.
How to sign up on Upstox Partner Program guide
Upstox Sign up form
  • After this, click submit and move on to the next step.
  • Make a payment of 500 INR* towards registration charges.
  • Now, you’d need to upload essential documents such as your PAN card, Aadhar card, qualification certificate, and proceed as per the steps.
  • Esign with your Aadhaar OTP to complete the process and submit.
  • Next, you’d receive a call from customer care for verification.
  • After submission you will become a Referral Agent within 3-4 weeks of application submission and if the documents are successfully verified.
  • Now, you have completed the Upstox partner program registration.

What is Brokerage Sharing?

It is part of the type of earnings that a brokerage share refers to. When your referral invests money for trading on the Upstox then Upstox gives some referral earnings according to brokerage share. In brokerage share, they offer multilevel of earning.

How can check brokerage sharing in Upstox?

  • Go to the menu section or Click on the three-line on the top left corner.
  • Click on the Profile photo or Name.
  • Now you can check your brokerage sharing on the screen.

In the Brokerage Sharing section, you have to focus on two levels of brokerage sharing.

  1. Level 1– In level 1, Upstox will share 40% of referral brokerage with their partners when their referrals invest their money for trading.
  2. Level 2– Brokerage shares get up to 30% in Level 2, whenever your referral’s referral invests his money for trading.

Upstox Partner Dashboard

Go to and sign in by the User ID and password provided to you by email address or SMS or Call.

Upstox partner login will get you to your Upstox Partner Dashboard, which will show you different things.

This Upstox Partner Dashboard would show you:

  • Overview
  • Leads
  • Customers
  • Earnings (Report, Statement and Withdrawal)

All of this would appear on your Upstox Partner Dashboard.


In overview secton of Upstox Partner Dashboard, You will get quick summary of your performance.

Revenue generated:

Customers converted

Leads added

Orders placed


You will get all your leads in this section.

If someone, Sign up on Upstox with your referral Link or Upstox Referral Code, He will added in the lead section. After completion his/her account, added in the Customers section.


In customers section of Upstox Paerner Program, you will get details of your customers/referred users.


In Upstox Earning section, you will get report, statements and withdrawal.

How to refer and earn from Upstox

To refer and earn from Upstox you have to start referring users/friends on Upstox. If they create account on Upstox you will get upto Rs.600 to Rs.1000 per refer (according to Upstox current offer).

To find your Upstox referral link on the Upstox partner dashboard:

  • First, click on the your ‘Profile Photo or Name’.
  • After that tap on ‘View profile’.
  • here you will find your Upstox referral link.

Now you can start sharing your referral link with friend/followers, When someone clicks on your referral link, it will show on your leads section, after he/she complete an upstox account, added in the Customers section.

To check leads, tap the menu and click on leads. If you want to access information about a specific lead, tap on the lead in the Upstox Partner dashboard, and a report related to that lead will appear on your screen.

Here we will mention our Upstox referral link below, please open a Upstox Demat Account by clicking on it. we will get some amount by it.

Platform NameUpstox
Upstox Referral LinkReferral Link
Sign up BonusRs.500
Per ReferralUp to Rs.1000

Withdrawing your money

To make money, you can Partner with Upstox. To withdraw the Upstox referral amount, follow the steps below:

  • Login to”
  • “Click on Menu Icon” ☰ (Top left-side).
  • Select “Earnings” and tap on “Withdrawal”.
  • Click on “REQUEST PAY-OUT” button.
  • Enter Amount and click on “SEND REQUEST” button.

After that your withdrawal request will be submitted, and you will receive your money within 1-4 business days.

Final Words

Thus, Upstox is an emerging broker whose demand is increasing day by day, and its client counts are also jaw-dropping, which increased from 1lakh to 2 million in just a span of 2 years. It has the potential to surpass Zerodha, which is currently ranked number one.

Its partner program is a great way to earn money without much work. You can earn good money from Partner Upstox and spend time on it. Thus, if you want to make money, the Upstox Partner program is an excellent service.

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What are the Upstox partner program and its benefits?

The Upstox Partner Program is offered by Upstox. In this program, whether a company or a normal person, anyone can become a sub-broker and start referring customers and start making money through their social media or website.

Upstox offers a chance to become a sub-broker and you can earn by brokerage share, whenever your referrals pay for trading.

How do I become a Upstox partner?

It is very easy to become a Upstox partner. Only you have to follow the SIGN-UP processors step by step. But it takes two weeks to finalize the whole process and after completing this process you will become a Upstox sub-broker, then you can earn money with a Upstox partner.

But before joining the partner program you need some documents that are used in the sign-up process. The required documents include are Aadhaar card, PAN card, qualification certificate, and bank account number to get withdrawals. We will guide the entire processor in this article.

Is Upstox funded by Ratan Tata?

Yes, Mr. Ratan invests in Tata Upstocks and acquires 1.33% shares in the company in 2020. Upstox is the leading discount brokerage firm that charges the lowest brokerage charges per transaction.

How long does it take to withdraw money from Upstox?

Upstox takes 24 to 48 hours to send withdrawal money after requesting a payout. You can see your payout statement in the statement section.

To take a payout, you must click on Request Payout and withdrawal by clicking the separate section on Equity and Commodity. Your payment will be sent to the same accounts which you will link to the Upstox partner account.

What are the benefits of the Upstox partner program

– In the Upstox Partner Program, you get a brokerage share of 40% from level one and 30% from level two.
– You get incentives shared per account.
– lifetime assurance of commission in the Upstox partner program.
– You may get a fixed percentage of the brokerage fee paid by your referral.
– You can also get paid when referrals open a Upstox account.
– Exchange registration is mandatory in a partner program.
– A minimum of 20 accounts per month referral makes you eligible for the Upstox Partner Program.
– The Upstox support team will help you develop and provide appropriate training.

2 thoughts on “Upstox Partner Program: Benefits, Charges & Sign Up Process (Step-By-Step)”

  1. whether refering person should invest in upstox? or when they open the account we recieve the referal money ?….pls reply sir!!


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