Learn what a Client Master Report is, why it is required for unlisted share transfers, and how to download it from your broker before uploading it during the transfer process.
CMR Overview
Confirms the Demat account information linked to your trading account.
Helps verify the correct account before an unlisted share transfer is processed.
A Client Master Report, commonly called CMR, is an official document issued by your stock broker. It contains the core details of your Demat account and is widely used to verify your account before transferring unlisted shares.
Every broker provides a CMR, although the layout and wording can differ. The document is essential because it confirms that the account details submitted for your transfer match the broker's records.
It acts as a trusted proof of your Demat account identity during transfer processing.
A valid CMR helps ensure your transfer request is verified correctly and processed without avoidable delays.
It ensures purchased shares are transferred to the correct Demat account.
It reduces the chance of incorrect or fraudulent transfer requests.
CMR is the standard document used to verify Demat account details.
Providing a valid CMR helps complete the verification process quickly.
Use the steps below to locate and download your Client Master Report from the broker you use for your Demat account.
Use the Kite console to access your account reports and documents.
Groww provides account and report access from the profile section.
Upstox users can usually find the report under account documents.
Angel One offers account statements and reports from the dashboard.
ICICI Direct users can access reports from the accounts section.
HDFC Sky may list the document under account reports and statements.
Kotak Neo users can often locate the report from the account documents page.
Motilal Oswal may store reports under account statements and documents.
Sharekhan offers this document through the statements and reports area.
5Paisa provides account reports in the web portal navigation.
Dhan provides trade related documents from the account settings area.
Axis Direct users can usually find the CMR under account documentation.
SBI Securities generally provides this report under account statements.
If you use a different broker, the document is usually found in the reports or document hub.
Please review these points carefully before uploading your CMR for a transfer request.
Our experts can help you understand the documentation needed for a smooth unlisted share transfer experience.
