Demat Account: How to check transaction history? Here's a step-by-step guide
Statement of Accounts: This provides a detailed record of the transactions that have taken place in your account, offering clarity on the movement of funds and securities. Statement of Holdings: This summarises all the assets held in the demat account on a particular date, giving an overview of your current investment portfolio. To access the Consolidated Account Summary on the Central Depository Services Limited platform, follow these steps: PAN Card Number: Enter your PAN card number.
BO ID: Input your Beneficiary Owner (BO) ID. Date of Birth: Provide your date of birth for verification. Once you've followed these steps and logged in, you will be able to access your Consolidated Account Summary, which provides details on your account's transactions and holdings.
To obtain the Consolidated Account Summary of your demat account on the National Securities Depository Limited platform, follow these steps: CAS ID: Enter your CAS ID if you know it. PAN Information: Provide your PAN details. Find CAS ID (if unknown): If you don't know your CAS ID, click on "Know your CAS ID" to generate a new pop-up box.
By following these steps, you can access the CAS of your demat account through the NSDL platform, allowing you to review detailed information on your transactions and holdings. Typically, demat account statements are sent monthly or quarterly, depending on your DP. You may also request on-demand statements through your DP's online portal.
A demat account statement includes information about your current holdings, transactions (buy and sell), dividends, corporate actions, and any other changes in your account. Your demat account statement will typically be divided into sections for holdings and transactions. Holdings will show
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