What is Client Master Report (CMR), and how to get it?

A Client Master Report (CMR) is a digitally signed PDF certificate issued by a broker to a client with the details of their demat account, such as demat ID, date of birth, bank details, nomination details etc.

CMR copy is used to transfer stocks¹ in a demat account from one broker to another. See How to transfer shares from the other broker to Zerodha?

To get the CMR copy, follow these steps:

1. Visit console.zerodha.com/dashboard.
2. Click on Account.
3. Click on Documents.
4. Select Zerodha CMR copy.
5. Click on E-mail to me.

The CMR will be available for download only after 48 working hours of the Zerodha account being opened.

Note

¹As per NSDL (PDF) and CDSL (PDF) regulations, a digitally signed CMR is as good as a physical CMR for off-market and online transfers. To transfer shares via closure cum transfer from the previous broker to Zerodha, submit the closure form and Zerodha CMR copy to your previous broker.