How to get Client Master List from different brokers

What is the Client Master Report or CMR Copy?

Client master report or CMR copy is the PDF document which contains all the details about the client who has opened a Demat account with brokers in India. The client master report or CMR copy is the most sought document for doing transactions in the unlisted market. Without this document, it is very difficult for the unlisted brokers such as UnlistedZone to do any transaction. The client master report copy is also the KYC requirement for the unlisted brokers such as UnlistedZone to carry out the transaction.

Client Master Report or CMR Copy is used by unlisted brokers such as UnlistedZone to verify two things.

1. To know from which bank account funds are coming.
2. To know which Demat account the shares are to be transferred.

How to get Client Master Copy from different Brokers?

1. Zerodha

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.

2. 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 support@angelbroking.com and they will provide the CMR within few hours in your email acccount.

The facility to view your KYC form in the Angel Broking app is currently not available but will be accessible soon.

3. Upstox

Step 1: Login to the Upstox app.
Step 2: Click on ‘Account’ at the bottom of the screen
Step 3: Go to ‘My Account’
Step 4: Go to ‘Profile’
Step 5: Click on ‘Documents’.
Step 6: Select on “CMR (Client master Report)” to get on your registered email id.
Step 7: Click on ‘Get via email’.
Note: You will successfully receive your CMR via email.

4. 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 DPhelp@axisdirect.in or call us 022- 68515400.

5. HDFC Securities

You can simply call on 022-2834-6690 or you can email to them at services@hdfcsec.com. And they will provide the CMR in your email id.

6. Groww

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.

7. 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).

Help Line:1860-123-1122

Email id : helpdesk@icicidirect.com

8. Kotak Securities

For obtaining Client Master Copy you can write to Kotak Securities.

Email : ks.demat@kotak.com

If you have any queries regarding CMR Copy, you can email to us at info@investorzone.in or you can join our Telegram Channel at https://t.me/joinchat/GPqCWa5D0CURbK4e