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:
- Visit console.zerodha.com/dashboard.
- Click on Account.
- Click on Documents.
- Select Zerodha CMR copy.
- Click on E-mail to me.
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.
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