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Holding Statement

Holding Statement

What is a Holding Statement?

The holding statement is a summary of all the securities held in the demat account on a particular date. It gives a bifurcation based on the status of the securities.

How can I check my holdings?

Leap:

Step 1 - Go to Hamburger Menu

Step 2 - Click on Backoffice Report

Step 3 - Select Demat holding

Portal:

Click on Stock View at the bottom of the home page.

How can I download Holding statements?

Leap:

Step 1- Login into your Account

Step 2- Click on Hamburger Menu

Step 3- Click on Backoffice Reports

Step 4- Select Demat Holdings from Filter & Apply

Step 5- Click on Download Report

Portal:

Step 1- Login into your Account

Step 2- Click on My Account

Step 3- Click on Backoffice Reports

Step 4- Select Demat Holdings

Step 5- Click on Download Report

When will my portfolio be updated with my latest investments?

Each Portfolio is updated on the morning of the next trading day.

Where can I check Holding Statement for pledged shares?

Leap:

Step 1 - Go to Hamburger Menu

Step 2 - Select Funds & Stocks

Step 3 - Click on Margin Pledge

Step 4 - Check Pledge status

Portal:

Step 1 - Click on Hamburger Menu

Step 2 - Go to My Account

Step 3 - Select Funds & Stocks

Step 4 - Click on Margin Pledge

Step 5 - Check Pledge status

What is Inactive Holding?

The inactive Holding are the purchased stocks that are currently not tradable because the status is suspended, frozen or under a lock-in period by the Exchange.

Where can the certificate of holding for SGBs be obtained?

When you apply for SGB (Sovereign Gold Bond) through offline or online mode, it is automatically show in your demat holdings after the date of Issuance. However, if you require a physical certificate, kindly follow these simple steps:

To get a copy of the certificate, send an email with your Demat details and your SGB holding details to RBI via email Id: sgb@rbi.org.in
The customers will be issued a Certificate of Holding on the date of issuance of the SGB.
Certificate of Holding can be collected from the issuing banks/ SHCIL offices/ Post Offices/ Designated Stock Exchanges/ Agents or obtained directly from RBI by email. Use the email address provided in the application form.

How can I download MF Holding statements?

Leap:

Step 1 - Go to Hamburger Menu

Step 2 - Click on Investment

Step 3 - Select Mutual Funds

Step 4 - Get MF Holding Reports

Portal:

Step 1 - Go to My Account

Step 2 - Click on Investment

Step 3 - Select Mutual Funds

Step 4 - Get MF Holding Reports

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