Broker Setup Guides / Upstox

Upstox

Add and validate your Upstox account in QUANT LEVELS.

Step 1 - Create your API App

  1. Log in to account.upstox.com/developer/apps.
  2. Click Create New App, give it any name.
  3. Copy the generated API Key - you'll paste this into App API Key when adding the account.

Step 2 - Set up TOTP

  1. On the Upstox app or web, make sure TOTP (2FA) is registered on your account - if not, register it now.
  2. During registration, choose "enter key manually" instead of scanning the QR code to get the plain-text TOTP Secret Key.
  3. Note your login PIN as well - you'll need both.

Step 3 - Add the account

  1. Go to Accounts → Add New Account.
  2. Select Broker as Upstox.
  3. Enter your Upstox Client ID (UCC), PIN, the TOTP Secret Key from Step 2, and the App API Key from Step 1.
  4. Save.
Unlike IIFL or Alice Blue, Upstox's login is fully automated every day - no manual click needed. The platform generates a fresh session each morning using your PIN and a freshly-computed TOTP code.

FAQ

Does the App need an App Secret too?

No - the automated daily login only needs the App API Key, your PIN, and the TOTP Secret Key. App Secret is only required for Upstox's browser-redirect OAuth flow, which this platform doesn't use for Upstox.

My token stopped working mid-afternoon even though I didn't touch anything

Upstox's tokens always expire at 3:30 AM the following day regardless of when they were generated - this is normal and the daily automated login will refresh it again the next morning before market open.