Client Master report (CMR) is a digitally signed or physically signed certificate, issued by a Broker/ DP, containing details of a client who has opened a Demat account.

In case your Broker/ DP asks for a Client Master Report (CMR), you can place a request with us for the same.

To request for a CMR, you need to follow the below steps.

Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics.

Step 2: Click on ‘Upstox Icon’ at the top left corner of the screen.

Step 3: Click on ‘My account’.

Step 4: Click on ‘Profile’.

Step 5: Click on ‘Documents’.

Step 6: Select 'CMR (Client Master Report)' then select 'Continue' to get a copy of your CMR on your registered email.

Step 7: Enter the OTP received on registered email ID, then click on ‘Submit’.

Documents will be sent to your registered email ID.

Notes:

1. Digitally signed CMR copy is used at the time of transfer of securities.

2. The depository regulations don't require submitting a hard copy of the CMR for transfer of shares. In case your broker or DP insists on a hard copy, a customer may present a copy of this circular from NSDL and from CDSL, which states that the transfer is initiated on receiving a digitally signed CMR copy.