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What is Upstox?

Investors, whether they are seasoned professionals or casual traders, can choose from a diverse array of asset classes to create a tailored portfolio, all through a unified platform. Our goal is to streamline the investment journey, ensuring accessibility for everyone while eliminating unnecessary hurdles. Opening an account is completely digital, designed with your ease in mind. By providing access to charts, financial insights, and timely news updates, we empower you to make informed decisions. We prioritize your security with robust two-factor authentication protocols. The platform is equipped with sophisticated charting tools that assist you in spotting market trends and making educated trading choices. You can customize your charts using over 100 indicators, enhancing your trading expertise. The processes for executing cover and bracket orders have been optimized for efficiency. With the ability to arrange your workspaces based on your personal preferences, organizing your trading systems becomes a breeze. Furthermore, the platform allows you to modify it to suit your unique trading style through various widget features. Keep track of the stock prices that matter to you while easily monitoring your recent trades and overall trading performance. Our platform is not static; it is continuously updated to adapt to your trading requirements, guaranteeing a smooth experience every time you access it. As we grow, we remain dedicated to enhancing user experience and meeting the evolving needs of our clients.

What is Choice?

Numerous financial advisors assert that the most effective way to engage with digital assets while ensuring client oversight is by utilizing separately managed accounts or by investing in over-the-counter funds and indices. These professionals have the ability to directly handle bitcoin and other digital assets for their clients, guaranteeing that these investments are kept within their advisory framework and safeguarded by Fidelity Digital Assetsâ„ . Whether you prefer executing trades in bulk or on an individual basis, we provide an array of tools tailored to meet your requirements. Together with Fidelity Digital Assetsâ„  and Komainu, we emphasize the importance of securing your digital assets. Our platform is designed to effortlessly mirror your current advisory fee structure and billing processes. With the Choice solution, you can carry out transactions via Interactive Brokers or Kraken using a single investment or retirement account, all of which is held in qualified custody. Moreover, if your clients have holdings in REITs, physical gold, real estate, or other alternative investments, we are fully prepared to manage those as well. This all-encompassing account allows for the buying and selling of digital assets, stocks, ETFs, and more from one unified location. Additionally, there are no additional fees if you decide to grant your client access to their own login. Ultimately, our goal is to streamline your investment management experience while providing extensive support for your digital asset trading endeavors. We understand that navigating the complexities of digital assets can be daunting, so we aim to provide clarity and assistance every step of the way.

Media

Media

Integrations Supported

Google Chrome

Integrations Supported

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

1% digital trade fee

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Upstox

Date Founded

2016

Company Location

India

Company Website

upstox.com

Company Facts

Organization Name

Choice

Date Founded

2010

Company Location

United States

Company Website

www.retirewithchoice.com/pro

Categories and Features

Categories and Features

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