How to download your CMR copy (all brokers)

What is a CMR?

A Client Master Report is a one-page PDF from your depository (CDSL or NSDL) that lists:

• Your name
• PAN
• BO ID / DP ID
• Demat account holders
• Address on record

Polemarch uses the CMR during KYC to verify that the demat receiving your shares is in your name. Each broker generates the CMR slightly differently — pick yours below. Steps verified against each broker's own help-center on 2026-05-08.

Password note: CMR PDFs are usually password-protected. PAN (in capitals) is the default for almost every broker; Zerodha appends date of birth as PANDDMMYYYY. When you upload to Polemarch, type the password in the field below the file picker — we strip it server-side before storing.

Zerodha (CDSL)

1. 1Log in to Console at console.zerodha.com.
2. 2Click Account → Documents.
3. 3Select Zerodha CMR copy → click E-mail to me.

CMR is emailed to your registered email — not an instant download. Only available 48 working hours after account opening. Password: PAN (CAPS) + DOB in DDMMYYYY.

Source — Zerodha support

Groww (CDSL)

1. 1Open the Groww app or web → Profile → Reports.
2. 2Under Holdings, tap CMR Copy → Send Email.

Emailed by end of day. Password: PAN (CAPS).

Source — Groww help

Angel One (CDSL)

Angel One does not currently expose a self-serve CMR option in-app.

1. 1Email support@angelbroking.com from your registered email.
2. 2Subject: CMR Request — <your Client Code>. Body: ask for your Client Master Report.

PDF arrives within 1 business day. Password: PAN (CAPS); try PAN+DOB if PAN-only fails.

Source — Angel One support

Upstox (CDSL)

1. 1Open the Upstox app → tap Account at the bottom.
2. 2Open Reports / Help → request CMR.

PDF is mailed to your registered email. Password: PAN (CAPS).

Source — Upstox help

ICICI Direct (NSDL)

1. 1Log in to icicidirect.com → Portfolio → Reports.
2. 2Click Client Master Report → Download CMR Copy.

Digitally-signed PDF emailed instantly / same day. Password: PAN (CAPS).

Source — ICICI Direct FAQ

Kotak Securities (NSDL)

1. 1Log in to Kotak Neo (web or app) → Account / Profile → Reports.
2. 2Choose Request for Client Master Report (CMR).

PDF arrives by email within ~24 hours. Password: PAN (CAPS). Most retail accounts are NSDL via Kotak Mahindra Bank; some Neo-opened accounts are CDSL — verify on the issued CMR.

Source — Kotak Neo support

HDFC Securities (NSDL)

1. 1Log in to hdfcsec.com → Holdings.
2. 2Open Reports → click Download CMR.

Digitally-signed PDF, typically instant download. Fallback: email customercare@hdfcsec.com or call 022-39019400. Password: PAN (CAPS).

Motilal Oswal (NSDL or CDSL)

1. 1Log in to DP-Class on Motilal Oswal web → Reports → CMR Report New.
2. 2Enter Account No. → Show → Export to PDF.

Instant PDF export. Password: PAN (CAPS).

Source — MO FAQ

5paisa (CDSL)

5paisa doesn't currently expose a self-serve CMR button.

1. 1Raise a ticket at forum.5paisa.com (Help & Support) OR email customer.care@5paisa.com from your registered email.
2. 2Mention your Client Code; the digitally-signed CMR is emailed back.

Password: PAN (CAPS).

Source — 5paisa KB

Sharekhan (NSDL or CDSL)

Sharekhan (now Mirae Asset Sharekhan) does not currently host a self-serve CMR download.

1. 1Email myaccount@sharekhan.com from your registered email — subject CMR Request — <Client Code>. OR call 1-800-22-7500.
2. 2Digitally-signed PDF arrives at your registered email within ~1 business day.

Password: PAN (CAPS).

Source — Sharekhan FAQ

SBI Securities (CDSL or NSDL)

1. 1Email helpdesk@sbicapsec.com from your registered email — subject CMR Request — <Client Code>. OR call 022-6854-5555.
2. 2CMR is emailed as a digitally-signed PDF within ~1 business day.

Most retail accounts are CDSL (DP ID 12044700); bank-DP accounts are NSDL. Password: PAN (CAPS).

IIFL Securities (NSDL or CDSL)

1. 1Open IIFL Markets app or ttweb.indiainfoline.com → Account / Reports.
2. 2Request Client Master Report; PDF is emailed to your registered email.

Same/next business day. Fallback: email cs@iifl.com. Password: PAN (CAPS).

Source — IIFL help

Dhan (CDSL)

1. 1Open the Dhan app → tap the Profile icon → Settings → My Documents.
2. 2Beside Client Master Report, tap Email Me.

PDF is sent to your registered email (it's an email-trigger from inside the app, not a literal in-app download). Password: PAN (CAPS).

Source — Dhan support

Paytm Money (CDSL)

Paytm Money emails the CMR at account opening; there's no self-serve button in-app.

1. 1Search your inbox for "CMR Paytm Money" — they email it at account opening.
2. 2If not found, raise a request at paytmmoney.com/care/account-statements OR email exg.support@paytmmoney.com.

Password: PAN (CAPS).

Source — Paytm Money care

Axis Direct (NSDL)

Axis Direct does not currently expose a self-serve CMR download.

1. 1Email DPhelp@axisdirect.in from your registered email — subject CMR Request — <Client Code>. OR call 022-68515400.
2. 2Digitally-signed PDF arrives at your registered email same/next business day.

Password: PAN (CAPS).

Source — Axis Direct FAQ

Other brokers (regional, family-office DPs, etc.)

If your broker isn't listed:

1. 1Most brokers expose a CMR option under Profile / My Account / e-Services / Customer Service — search for *"CMR"* or *"Client Master"* in their app or website.
2. 2As a fallback, email your broker's customer support from your registered email with subject CMR Request — <BO ID / Client Code>.
3. 3NSDL account holders can also use NSDL IDeAS to download a CMR-equivalent statement themselves.

Uploading to Polemarch

Once you have the PDF:

1. 1Open Dashboard → Demat Accounts → Add.
2. 2Pick your broker from the dropdown — broker-specific instructions appear inline.
3. 3Upload the CMR PDF. If it's password-protected, enter the password in the field below the file picker — we strip it server-side and store the unencrypted version (max 2 MB; we auto-compress).
4. 4Our verification partner matches the PAN + holder name automatically. If everything matches, the demat is marked verified instantly. Otherwise we queue it for manual review and email you within 1 business day.