Demat Account: How to check transaction history? Here's a step-by-step guide

A demat relationship functions likewise to a slope relationship oregon an online wallet, but alternatively of storing money, it holds your fiscal investments, specified arsenic bonds, equities, and communal funds. To utilise this service, you request to unfastened an online demat relationship with a registered broker. This integer attack facilitates casual trading without requiring manual paperwork.

Similar to verifying slope relationship transactions by checking the slope relationship statement, investors indispensable cheque their demat relationship connection aft trading to corroborate the commercialized presumption and whether the commercialized was successful.

Shares are stored successful 1 of 2 depositories: NSDL (National Securities Depository Limited) oregon CDSL (Central Depository Services Limited). These depositories enactment with Depository Participants (DPs) that are registered with the Securities and Exchange Board of India (SEBI) to grip the securities traded by investors.

A demat relationship holder stores assets successful integer form, enabling them to presumption assorted transactions from a smartphone oregon desktop. Holding assets digitally offers aggregate advantages, including the quality to entree each accusation related to your demat account. A demat account's transaction past helps you show antithetic transactions and ensures shares are delivered oregon funds are decently stored successful your brokerage account.

Read here: Demat Account: What is physics voting and however does it work?

Here's however you tin cheque your relationship connection and past transactions:

Consolidated Account Summary

The Consolidated Account Summary (CAS) is an effectual method for speechmaking your demat relationship statement. It provides broad accusation astir each transactions and investments, including communal funds and depository accounts. The CAS besides offers insights into your plus holdings and different investments for a circumstantial date.

Demat relationship statements are mostly divided into 2 types:

Statement of Accounts: This provides a elaborate grounds of the transactions that person taken spot successful your account, offering clarity connected the question of funds and securities.

Statement of Holdings: This summarises each the assets held successful the demat relationship connected a peculiar date, giving an overview of your existent concern portfolio.

Read here: Demat: 5 things to support successful caput earlier pledging shares from your account

Here's however you tin entree CAS connected CDSL and NSDL:

On CDSL

To entree the Consolidated Account Summary connected the Central Depository Services Limited platform, travel these steps:

• Visit the CDSL Website: Open your web browser and spell to the CDSL website.
• Navigate to CAS Login: Look for the CAS login enactment connected the website. Alternatively, you tin straight entree the CAS login page.
• Enter Details 

PAN Card Number: Enter your PAN paper number.

BO ID: Input your Beneficiary Owner (BO) ID.

Date of Birth: Provide your day of commencement for verification.

• Complete CAPTCHA: Solve and verify the CAPTCHA arsenic displayed connected the screen.
• Enter OTP: Check your registered mobile fig for a One-Time Password (OTP) sent to you. Enter the OTP successful the designated field.
• Submit: Click the “submit" fastener to proceed.

Once you've followed these steps and logged in, you volition beryllium capable to entree your Consolidated Account Summary, which provides details connected your account's transactions and holdings.

Read here: How does a demat relationship facilitate borderline funding? MintGenie explains

On NSDL

To get the Consolidated Account Summary of your demat relationship connected the National Securities Depository Limited platform, travel these steps:

• Visit NSDL: Open your web browser and sojourn the NSDL website. Look for the NSDL CAS webpage.
• Navigate to NSDL E-CAS: From the apical menu, prime the "NSDL E-CAS" option.
• Enter Required Information: Fill successful the indispensable details:

CAS ID: Enter your CAS ID if you cognize it.

PAN Information: Provide your PAN details.

• Captcha: Solve and verify the CAPTCHA.
• Submit: Once you've entered the required information, click connected "Submit" to proceed.

Find CAS ID (if unknown): If you don't cognize your CAS ID, click connected "Know your CAS ID" to make a caller pop-up box.

• Fill successful the required fields specified arsenic PAN information, DP sanction and ID, and lawsuit ID.
• Verify by solving the CAPTCHA and click connected "Submit" to uncover your CAS ID.
• Receive CAS: Once you've submitted the required information, a transcript of your Consolidated Account Summary volition beryllium emailed to your registered email ID.

By pursuing these steps, you tin entree the CAS of your demat relationship done the NSDL platform, allowing you to reappraisal elaborate accusation connected your transactions and holdings.

Read here: Demat Accounts: 12 cardinal benefits of utilizing car wage facility

FAQs

How often bash I person a demat relationship statement?

Typically, demat relationship statements are sent monthly oregon quarterly, depending connected your DP. You whitethorn besides petition on-demand statements done your DP's online portal.

What accusation does a demat relationship connection contain?

A demat relationship connection includes accusation astir your existent holdings, transactions (buy and sell), dividends, firm actions, and immoderate different changes successful your account.

How bash I construe my demat relationship statement?

Your demat relationship connection volition typically beryllium divided into sections for holdings and transactions. Holdings volition amusement the securities you own, portion transactions item the bargain and merchantability trades, dividends received, and different relationship changes.

Read here: How tin a spot unfastened a demat account? A step-by-step guide

What should I bash if I find discrepancies successful my demat relationship statement?

If you announcement discrepancies successful your statement, interaction your DP instantly for clarification and resolution.

Is determination a interest for accessing my demat relationship statement?

Most DPs supply physics statements for free. However, determination whitethorn beryllium a interest for requesting carnal copies oregon peculiar services. Check with your DP for their circumstantial policy.

Unlock a satellite of Benefits! From insightful newsletters to real-time banal tracking, breaking quality and a personalized newsfeed - it's each here, conscionable a click away! Login Now!

Published: 08 May 2024, 03:55 PM IST