How to request a demat holding statement

Issue: Customer requests a demat holding statement, transaction statement, or P&L report.

Resolution steps for agents:

1. Confirm the type of statement required: Holding Statement, Transaction Statement, or Tax P&L.
2. Verify customer identity using registered email, Client ID, and last 4 digits of PAN.
3. Guide self-service download: Back Office > Reports > Demat Statements (available for last 12 months).
4. For statements older than 12 months or consolidated reports, raise a request to the Back Office team.
5. Statements are emailed to the registered email within 24–48 business hours for manual requests.

Customer response template: You can download your demat holding statement from Back Office > Reports. For older statements, please share your Client ID and the period required — we will email the report within 48 hours.