Discover easy ways to check the current status of your Demat account using online platforms.
Monitoring your Demat account status is essential for anyone actively investing or trading in the stock market. With the digitisation of securities, knowing how to check your Demat account balance, holdings, and transaction history online provides convenience and ensures transparency in your investments. This guide explains the various ways to check your Demat account status online, the importance of regular monitoring, and how to resolve common issues.
Demat account status refers to the real-time or periodic report showing your securities holdings, recent transactions, and account summary. It provides a snapshot of the shares and other financial instruments held in your account, enabling you to track your portfolio's performance.
Holdings Summary: The total number and value of shares held.
Transaction History: A record of all buy and sell orders, transfers, and corporate actions.
Demat Account Balance: The available securities and cash equivalents.
Pending Orders and Settlements: Details of trades yet to be completed or settled.
Regularly checking your Demat account status allows you to:
Ensure the accuracy of your holdings and transactions.
Identify any unauthorised or erroneous transactions early.
Keep track of corporate actions like dividends, bonus issues, or stock splits.
Facilitate tax reporting by having accurate records.
Stay updated on your investment portfolio for timely decisions.
There are multiple convenient ways to check your Demat account status online. These methods are designed to be user-friendly, secure, and accessible.
Your Depository Participant (DP) is the intermediary through which you open your Demat account, such as a bank or brokerage firm.
Registration: Create a login ID and password on the DP’s website or app.
Login: Use your credentials to access your account.
Navigate: Locate sections like ‘Account Summary’, ‘Holdings’, or ‘Statements’.
View Status: Check your current holdings, transaction history, and account balance.
Visit www.nsdl.co.in
Go to ‘Demat Account Inquiry’ under the Services section
Enter your 16-digit Demat ID (starts with ‘IN’)
Verify via OTP
View your holdings and transaction history
Visit www.cdslindia.com
Click on ‘Login to - New System Myeasi’
Enter your BO ID and login credentials
Access account statement, holdings, and activity
Both portals require your Demat account number and PAN details for verification.
Many brokers and DPs provide mobile apps with features to check Demat status instantly.
Real-time portfolio updates.
Push notifications for trades and corporate actions.
Access to digital Demat statements.
You can opt for email and SMS alerts from your DP or broker, providing updates on:
Buy/sell transactions.
Dividend payouts.
IPO allotments.
Account balance changes.
To check the exact number of shares and securities:
Log in to your DP’s online portal or app.
Navigate to ‘Holdings’ or ‘Portfolio’ section.
Your Demat balance will list all stocks and units held, along with quantities.
For detailed information, download the Demat statement.
The Demat statement is an official record that summarises all your holdings and transactions during a period.
Monthly or quarterly statements are usually provided.
You can also request statements on demand.
ISIN (International Securities Identification Number) codes.
Quantity of shares held.
Transaction dates and types.
Corporate actions updates.
Account summary and balances.
Check internet connectivity.
Ensure correct username and password.
Reset password if forgotten.
Compare your Demat statement with transaction confirmations.
Report any mismatches immediately to your DP or broker.
Reach out via phone or email.
Use the DP’s grievance redressal portal.
Maintain records of all communication for follow-up.
Regularly check your Demat account to stay updated.
Keep your KYC (Know Your Customer) details current.
Secure your login credentials and enable two-factor authentication.
Review your portfolio periodically for better financial planning.
Tracking your Demat account status online is an essential practice for every investor. It ensures transparency, security, and timely information about your investments. Whether through your DP’s portal, NSDL or CDSL websites, mobile apps, or alerts, multiple options are available to keep you informed. Regular monitoring helps protect your assets and supports smarter investment decisions.
This content is for educational purposes only and the same should not be construed as investment advice. Bajaj Finserv Direct Limited shall not be liable or responsible for any investment decision that you may take based on this content.
Sources
NSDL: https://www.nsdl.co.in
CDSL: https://www.cdslindia.com
SEBI: https://www.sebi.gov.in
ICICI Direct: https://www.icicidirect.com