How to Update the Name in the Upstox Account . We recently updated PAN Card Name, How to reflect that name in Upstox

Hi @Asmita_47469954,

This is to inform you that, we have received your courier but unfortunately it has been rejected due to below mentioned reason:

  1. Client signature done on form and documents mismatched with our database. Required exact signature on form and supportive documents as per our database.

Hence requesting you to kindly rectify the rejection and send us again required forms and supporting documents via courier.

For detailed instructions on changing your signature and a list of the necessary documents, please click the link below:
How can I request for a signature change?

To update your name in our records as per PAN, you can find the detailed procedure in the following link:
How do I change my name on my account ?

Note: A fee of ₹50 + GST will be debited from your trading account for making any changes in your name.

Once we receive your courier, we will process your request within 2 to 3 working days.

Hi @Ushnota, as informed earlier, you are are also sending the similar default and automated statements for which I have already clarified the issue in the first post.

How can I correct the signature on my documents and PAN Card and get it verified from bank when it is already correct what I have sent to you in the name correction form and it is correct everywhere on all my legal documents.

Kindly go through the quoted text sent earlier, once more and help me out.

ā€œI have sent all the required documents regarding the name updation in the PAN Card after marriage. But then I started receiving the message that there is a signature difference as well in the name correction form.

I have asked many many many times to share and let me know where exactly the difference is coming but not even a single relevant response on that, everytime it’s just the automated messages in the email.

My signature is same on all my documents including Pan Card, bank account, and all the official documents. I don’t know where exactly the signature is wrong. I have done the same signature on name correction form as well. You can match it with my ID documents also.

Also on upstox, you ask for the digital signature which needs to be done on touch screen of phone/tab and there is a possibility of 0.1% going here and there.

Everytime I receive the same email response to get the signature corrected in bank account, pan card etc and to send a new courier of documents. Please let me know how can I correct my signature in all my banking documents when all the signature are exactly same to what I sent in the pan card name correction form.

I’m really fed up with this kind of pathetic service where I’m not even to withdraw my own money because if this illogical reasons and delay. I’m paying all the brokerage and commission fees to you people for providing a smooth and better service but it is way way much poor and downgraded as compared to other companies like Groww etc.

Reaching out to you to get a suitable and timely resolution to my issue and help me continue my journey with this platformā€

Hi @Asmita_47469954,

I’ve discussed this internally and our team will be giving you a call regarding this today. Thanks.

Ok thanks, waiting for the call.

1 Like

Hi @Ushnota I have not yet received any call regarding this, kindly check please.

@Asmita_47469954 - The team gave you a call today. Let me know in case you require more help.

Hi @Ushnota

Yes I got a call that day and did everything on the same day what they have asked me to do. But again there is silence and no timely response on that.

I have been following up for this issue for so many days and doing everything and sending whatever is asked for, but not getting any response on time.

Everytime I have to nudge again and again for getting the response but still no timely response.

Regards,

Asmita

Hi @Asmita_47469954,

Our team gave you a call again today and explained that there is still a mismatch between the signature on the form and the documents provided by you. As informed, we require a proper signature on the form as well as on all the listed documents. Kindly share the documents so we can close this at the earliest, thanks.

Hi @Ushnota

I have shared the correct signature on the mail as per the guidance given by your team and they told me that they will immediately confirm whether that signature is correct or not by checking internally. Post that I can do the same signature on all the documents and send.

But I’m yet to hear anything from your team even after 2 follow up emails from my side. Can you look into this and arrange for the confirmation please.

Regards,

Asmita

@Ushnota this matter is still not closed a d I’m kind of really fed up with the kind of service and support that I’m getting. Again I have done everything what was asked for but still not able to hear back from your team since last 2 days. I have sent some 4-5 follow up mails also but still no confirmation and no calls from executive named ā€˜Neelam’.

Kindly help close this never ending issue.

Ticket#9546816

@Ushnota Now I’m not getting any response from you as well. Great.

@Asmita_47469954 - The team is already working on this and I’ll update you on this soon.

@Ushnota yes but they told me that it will take around 2 hours only to check the signature and confirm. But they have taken 2 days for that and not yet confirmed. It is completely unacceptable.

Hi @Asmita_47469954,

Our team tried calling you and has also replied to the ticket. Please check it, thanks.

can i withdraw my fund without chnging the name

Hi @MUHAMMAD_B_5514587,

Yes. Withdrawals only require an active user profile and meeting IMPS criteria (if you’re using IMPS). There’s no name-matching check on withdrawals.

@Ushnota as discussed with the team on call, they checked the documents on mail and accepted the same and confirmed me to send the courier. But after receiving the courier today, it is coming in automated email that notorized marriage certificate is missing which I have already sent in the first courier and it is already available with your team. That’s why they told me on call not to send it again in courier.

Request to take it up on a top most priority basis and close the matter by updating the name since it is going on since months now.

@Ushnota can you please respond if possible

@Asmita_47469954 - The marriage certificate you had sent is not self attested. Hence, the team has asked you to courier us the same.

@Ushnota I have already sent the marriage certificate which was notorized by the gazetted officer and is valid in all the ways. I have discussed the same on the call before sending the courier and basis that only I have sent the courier ma’am. They told me not to send the marriage certificate again since it is already available from the previous courier. Request you to not trouble me anymore please as I’m doing the same thing what your team has asked me to do. I have sent courier 2 times already and also invested my efforts, time and money into that couple of times. Please arrange to close the issue and do the name correction now since it’s been quite a long time, request to not trouble me to that extent where I should stop using this platform and ask for the account closure itself. I have written an email to Mr. Ravi Kumar also regarding this, my humble request to expedite this case and close the issue.