Reports & Statements- Leap

Leap:

Step 1 - Login into your Account

Step 2 - Click on Hamburger Menu

Step 3 - Go to Reports

Step 4 - Select Backoffice reports and get Contract Note.

Portal:

Step 1 - Login into your Account

Step 2 - Click on My Account

Step 3 - Go to Backoffice Report

Step 4 - Get your Contract Note.

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.

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

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

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

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.

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.

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

Leap:

Step 1 - Click on Hamburger Menu

Step 2 - Go to Reports

Step 3 - Select Backoffice Reports

Step 4 - Now click on Ledger. Search financial year and fetch data to download the reports.

Portal:

Step 1 - Go to My Account

Step 2 - Select Backoffice Reports

Step 3 - Click on Ledger. Search financial year and fetch data to download the reports.

Leap:

Step 1 - Login into your Account

Step 2 - Go to Portfolio

Step 3 - Select Equity

Step 4 - Click on Booked P&L and Download it

Portal:

Step 1 - Login into your Account

Step 2 - Go to My account

Step 3 - Select Back office reports

Step 4 - Click on Profit and Loss Statement

Leap:

Step 1 - Click on Hamburger Menu

Step 2 - Go to Backoffice Reports

Step 3 - Check Trade history cash or trade history derivatives.

Portal:

Step 1 - Go to My Account

Step 2 - Select Backoffice report

Step 3 - Check Trade history cash or trade history derivatives.

Leap:

Step 1 - Login into your account

Step 2 - Click on Hamburger Menu

Step 3 - Select Reports

Step 4 - Go to Backoffice Reports

Step 5 - Select the financial year and fetch report to download

Portal:

Step 1 - Login into your account

Step 2 - Go to My account

Step 3 - Click on Backoffice reports

Step 4 - Select the financial year and fetch report to download