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What is a CMR copy and where can I 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 stocks 1 in a demat account from one broker to another. See How do I transfer my shares from another demat account held with another broker to my demat account held with Zerodha?

How do I get my CMR copy?

To get your CMR copy, visit console.zerodha.com/account/documents and follow the onscreen instructions, at the end of which, your CMR will be instantly emailed 2 to you.


Notes

1 Digitally signed CMR is as good as physical CMR if your depository participant insists on the CMR for transferring of securities (both offmarket or online transfer) or shifting/closing of a demat account. See NSDL regulation (PDF) and CDSL regulation (PDF).

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.