Search for an answer or browse help topics to create a ticket


Show moreless
View all categories

Why did I receive an e-mail from Zerodha with my updated Client Master Report (CMR)?

An email with the updated Client Master Report (CMR) is sent if you have:

  1. Opened a new demat account at Zerodha.
  2. Placed a request for an account modification such as name change, address change, etc.
  3. Demat account converted to BSDA or NON-BSDA. See What is a Basic Service demat Account?
  4. Trading ID mapped to demat account - Mapping of Unique Client Code (UCC) circular ( PDF ) by SEBI mandates mapping trading ID to demat account. Whenever a demat account gets mapped to a trading ID with Zerodha or any other broker, it is classified as a change and an updated CMR is sent.

The validity of the CMR link is mentioned in the email.