How to Download Demat Holdings Statement

Investing in stocks and securities is a way investors can enjoy some passive income using their idle money. But how can they get started? The first step to start investing in stocks is to have a Demat account with a Depository Participant (DP). A DP is a broking firm registered with either the National Securities Depository Limited (NSDL) or Central Depository Services (India) Ltd (CDSL). NSDL and CSDL keep an account of all your Demat transactions.

Although customers can transact in stocks these days electronically, tracking the debit and credit of shares is essential. It is similar to checking the savings account to see if the money from a cheque deposit has come into the savings account or not. You can monitor your stock and securities transactions by checking your Demat account holding statement.

Do not worry if you do not know what a Demat holding statement is or how to download a Demat holding statement. This article is your read-reckoner for these details and can help you track your stock-related transactions.

What is a Demat Account?

Earlier, stock trading happened manually and carried the risk of error, fraud, delays, and extensive paperwork. A Demat account eliminates all these from your stock transactions. Simply put, it is a repository that stores your new stock investments.

Now let us see what Demat holding statement is.

What is a Demat Account Holding Statement?

The holding statement gives you an account of the shares and securities you have traded in a given period. The holding statement also gives you a detailed overview of the value of these transactions.

When you purchase shares from the stock market, these shares are transferred first to your DP's share pool account. It takes around two working days for this transaction to reflect in your Demat account. The shares are transferred to your Demat account if your linked bank account has sufficient funds.

If you sell these shares on the same day, they will reflect in your account as positions. On the other hand, if you hold them for more than a day, they become holdings.

Why Should You Track Your Statement Of Demat Holdings?

It is advisable to download and monitor your statement of Demat holdings frequently. It is a way to ensure that the transfer of shares has happened from the DP pool account to your account. If this transfer does not happen, you are at risk of losing out on the profits from your investments. Similarly, the stocks can still reflect in your account even when you have sold them.

At times, it can happen due to a technical error on the side of your DP. Checking your statement of Demat holdings can ensure that everything is up-to-date and on track.

It is recommended to check your Demat account holding statement after two days of buying any shares. If the transfer of shares from the DP pool account to your account has not happened, you can contact your DP and get the changes done.

How Can You Download Demat Account Holding Statement?

There are two ways to download your Demat account holding statement. You can get it either from the Central Depository Website or your DP's trading platform. Let us see the steps for both these processes in detail.

Download Your Demat Account From Central Depositories

Depending on the central depository your Demat account is registered with, you can download your holding statement from the websites of CSDL or NSDL.

If you do not know which depository your account is connected with, you can check the number of digits. Demat accounts registered with NSDL usually have a 14-digit number. On the other hand, CSDL Demat accounts have 16 digits.

You do not need the help of your broking company to access your Demat account holding statement from these depositories. Instead, you can register at their websites to access this feature.

CDSL has an 'Easi’ online service to view your holding statement. When you open the page, you must submit your 16-digit Demat account number. The password combines your PAN number and the DDMM of your date of birth. Once you have logged in successfully, you can download your Consolidated Account Statement (CAS). It is a comprehensive list of your holdings.

To access your Demat account holding statement on NSDL, you must use their IDeAS service. You can follow the steps given on the page to register. Once you have done it successfully, you can download the holding statement.

Both these institutes allow you to see your investments held in single or joint names with you as the sole/first holder.

Download The Holding Statement Using Your Broker’s Trading Platform

Your broker will also provide you with the facility to download your Demat account holding statement. To do that, you can log in to the website using your login ID and password. You will get a dashboard to search for reports or security holdings features.

Final Words

Investing in stocks and securities is one of the most recommended ways to accumulate wealth. Anyone can do it easily by opening a Demat account with a registered broker. However, it is essential to regularly monitor the Demat account holding statement to ensure everything is on track. In case there are any discrepancies, the customers can immediately connect with the broker to get them rectified.


What is the holding statement of a Demat account?

A holding statement is similar to a bank account. Just as your bank statement contains the details of credits and debits, the holding statement has the details of shares and securities purchased and sold by you. The statement also contains the values of each transaction.

To start investing in stocks and securities, an investor has to open a Demat account. The investor can refer to the holding statement to take stock of all the transactions made over a period.

How can I download the holding statement?

There are two ways to download the holding statement.

  1. Download the holding statement from the central depository's website - You will have to determine which central depository holds your Demat account. It could be either CDSL or NSDL. Once you know, you can download it directly from their website. NSDL requires your 14-digit pin to view and download the statement. If you have your Demat account with CDSL, you will need your 16-digit pin.
  2. Download the holding statement from the broker's portal - When you sign up with a trading platform, the broker will provide you with a portal to invest in stocks and securities. You can also see and download your holding statement from this portal.

Why are my purchased shares not reflected in the Demat holding statement?

When you buy shares, they first get transferred to your depository participant or DP's pool. From there, it gets transferred to your account. This entire process can take up to two working days. If you bought the shares today or yesterday, it is advisable to wait for two working days before checking the statement. If two days have already passed, you may want to check with your DP about the status.

Why are some shares showing as positions and others as holdings in my statement?

If you sell the stocks on the same day, they are displayed as positions in the Demat holding statement. On the other hand, if you have held them even for a day, they will show in your statement as holdings. For any discrepancy, it is advisable to connect with your DP's customer service.