How to access the Ledger Report (Desktop)?

To check and download reports from our web portal, follow these steps:


Step 1: Login to account.upstox.com using your registered mobile number or scan the QR code.



Step 2: Click on 'Ledger' under 'Reports.'



Step 3: Select the required segment, financial year, and date. Click on 'Get Report.'



Step 4: You can either download the report directly in PDF or Excel format by selecting the ‘Download’ option.



Step 5: Alternatively, you can receive the report on your registered email address by clicking on the email tab.



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