By Rahul Vats Keeping track of your investments is just as important as making them. Your Demat account statement gives a complete picture of your holdings, transactions, and charges. Whether you’re a beginner or an active investor, knowing how to check your Demat statement online is essential.
In India, Demat accounts are maintained through depositories such as NSDL and CDSL, under SEBI regulation.
Let’s understand the process step by step.
What is a Demat Account Statement?
A Demat statement is a detailed report that shows:
- Shares and securities you hold
- Buy and sell transactions
- Corporate actions (dividends, bonuses, splits)
- Charges like DP fees
It works like a bank statement, but for your investments.
Types of Demat Statements
✔ Holding Statement
Shows the list of shares currently in your account.
✔ Transaction Statement
Displays all buy/sell activities over a selected period.
✔ Consolidated Account Statement (CAS)
A combined report of all your investments (Demat + mutual funds).
Method 1: Check Statement via Broker (Easiest Way)
Most investors access their statements through their broker (Zerodha, Groww, Upstox, Angel One, etc.)
Step-by-Step Process:
Step 1: Log in to Your Trading Account
Open your broker’s app or website and log in using your ID and password.
Step 2: Go tothe “Reports” or “Statements” Section
Look for options like:
- “Portfolio”
- “Funds & Reports”
- “Account Statement”
Step 3: Select Statement Type
Choose:
- Holding statement
- Transaction statement
Step 4: Select Date Range
Pick the time period (e.g., last month, last year, custom dates).
Step 5: Download or View
Click on “Download PDF” or “View Statement”.
Your Demat statement will be available instantly.
Method 2: Check Statement via CDSL (For CDSL Users)
If your Demat is with CDSL, you can use their online portal.
Steps:
- Visit CDSL’s “Easi/Easiest” portal
- Register using your BO ID (Demat account number)
- Log in with credentials
- Go to “Transaction” or “Holding”
- Download your statement
Method 3: Check Statement via NSDL (For NSDL Users)
NSDL provides an online facility called IDeAS.
Steps:
- Register onthe NSDL IDeAS portal
- Log in with your Client ID
- Access holdings and transaction reports
- Download statement
Method 4: Consolidated Account Statement (CAS)
You also receive CAS via email every month if you have transactions.
How to Get CAS:
- Check your registered email inbox
- Download PDF (password-protected, usually PAN or DOB format)
CAS gives a combined view of all investments across brokers.
Important Details in Your Demat Statement
When you open your statement, check:
- ISIN number (unique code for each stock)
- Quantity of shares
- Transaction dates
- Closing balance
- Charges deducted
Benefits of Checking the Demat Statement Regularly
- Track your investment performance
- Identify incorrect transactions
- Monitor charges like DP fees
- Stay updated on dividends and bonuses
Common Problems While Checking the Statement
1. Login Issues
Wrong password or inactive account.
2. Statement Not Available
Date range may be incorrect.
3. Password-Protected PDF
Use PAN or DOB format as a password.
4. Email Not Received
Check the spam folder or update your email ID.
Tips for Safe Access
- Never share your login details
- Always use official broker/depository websites
- Download statements only on secure devices
Final Thoughts
Checking your Demat account statement online is a simple but powerful habit for every investor. It helps you stay in control of your portfolio, avoid errors, and make better financial decisions.
With digital platforms provided by brokers, NSDL, and CDSL, accessing your statement is now just a few clicks away. Make it a routine practice to review your statement regularly and stay informed about your investments.
FAQs on Demat Account Statement
Q1. Can I check my Demat statement online?
Yes, you can easily check it through your broker or NSDL/CDSL portals.
Q2. Is the Demat statement free?
Yes, most brokers provide it free of cost.
Q3. How often should I check my statement?
At least once a month to track investments and charges.
Q4. What is CAS in Demat?
CAS (Consolidated Account Statement) shows all your investments in a single report.
Q5. What if I find an error in my statement?
Immediately contact your broker or depository.
Q6. Can I download statements for past years?
Yes, most platforms allow custom date range downloads.
Q7. Is it safe to check a statement online?
Yes, if accessed through official platforms.