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How to download transaction cum holding (SOT and SOH) statement?

All types of accounts, such as individual, joint, NRI, and non-individual account holders, can download the transaction cum holding statement from CDSL Easi. To know how to register for CDSL Easi, see What is CDSL Easi and how to register? To download, follow these steps:

  1. Visit web.cdslindia.com/myeasinew/Home/Login. and login.
  2. Click on Transaction and then Transaction cum Holding Statement.
  3. Select History Report, enter the date range and click on Submit.
  4. Click on Download to download the statement or click on Email to send the statement to the registered email ID.

Zerodha also sends the monthly holding statements at the end of every month to the client's registered email ID. It includes all the debit and credit transactions for equity and mutual funds for the month.