The process for getting CMR copy differs as per the DP you have an account with. Generally, it requires you to either get in touch with your RM or request for the same from an online database. Some of the more frequently used ones are tabulated here:
In Zerodha, login to Kite, Go to Console> Under Console >Go to Accounts>Under Accounts>Go to Documents. In the documents, Select Documents as “Zerodha CMR Copy”. The CMR copy will be sent to your email id within few hours.
- Angel Broking
To view your CMR details online, please login to trade.angelbroking.com > Go to Menu > Select More > Select Settings > Click on My profile > Select View My KYC Copy.
Or if you are not able to download the CMR Copy, then simply drop an email to the customer care at [email protected] and they will provide the CMR within few hours in your email account.
The facility to view your KYC form in the Angel Broking app is currently not available but will be accessible soon.
For Upstox, to get Client Master Report (CMR), Login to Upstox App > Go to Account > My Account > Profile > Documents. Select CMR (Client Master Report) and click on ‘Get via email’. The CMR copy will be sent to your registered email id.
- Axis Bank
You can contact the following email id and telephone number to receive CMR copy on your email.
For DP related queries RI customers could write to us at [email protected] or call us 022- 68515400.
- HDFC Securities
You can simply call on 022-2834-6690 or you can email to them at [email protected]. And they will provide the CMR in your email id.
You can find the CMR copy sent to you in your email when you have opened your demat account. You can also find it on the Groww app under personal details.
- ICICI Securities
You can request a call or email to the customer care at the following details to obtain a CML copy (you can request a physical copy or soft copy as per your requirement).
Email id: [email protected]
- Kotak Securities
For obtaining Client Master Copy you can write to Kotak Securities.
Email: [email protected]