How to download Demat Transaction Statement?

Demat Transaction Statement

  1. Navigation:
    • Log in to your Back Office.
    • Navigate to Depository and select Client Transaction Statement.
  2. Selection:
    • Choose your depository (e.g., NSDL).
    • Select the period for which you want to view the transactions.
  3. Download:
    • Save the report as a PDF or Excel file for easy reference.

Holdings Statement

  1. Navigation:
    • Go to Back Office > Depository > Holdings Statement.
  2. Generate:
    • Select the date for which you want to view your holdings.
    • Generate the report.

Important Notes:

  • Dividends: These are credited directly to your bank account. Be sure to check your bank statements for any dividend credits.
  • Verification: It’s advisable to verify computer-generated statements with your auditors before filing tax returns.

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