How to Download and Use Client Master Report (CMR) for Demat Account in India

How to Download and Use Your Client Master Report (CMR) for Demat Account

If you’re planning to transfer shares, apply for an IPO, or update bank details, you’ll often be asked to submit your Client Master Report (CMR). This document plays a vital role in verifying your Demat account and ensuring secure transactions.

In this blog, we’ll explain what a CMR is, how to download it, and where it’s commonly used.

What is a Client Master Report (CMR)?

The CMR is a document generated by your Depository Participant (DP) (your broker), which contains all key details of your Demat account, including:

• Demat Account Number (BO ID)

• PAN and KYC status

• Bank account details

• Nominee (if registered)

• DP name and ID

• Account type (individual, joint, NRI, etc.)

The CMR is a certified document, usually signed and stamped by the broker.

Why is the CMR Important?

• Share Transfers: Needed when moving shares between Demat accounts

• Algo Trading Setup: Required by fintech platforms

• IPO and Mutual Fund KYC: For certain verifications

• Switching Brokers: A must-have for closing or opening a new Demat account

• Bank Linking or Modifications

How to Download Your CMR

1. Through Your Broker Portal

Most brokers like One Solution provide an option to download CMR directly:

• Log in to your trading/Demat account dashboard

• Navigate to “Profile” or “Client Master” section

• Click “Download CMR” or request via email

• You may receive it in PDF format, signed and digitally stamped

2. Request via Email or Support

If it’s not available online, email or call your broker to request the document.

Ensure that the copy is:

• PDF format

• Digitally signed or carries an e-stamp

• Clear and not password protected

What to Check in Your CMR

Before sharing it with anyone:

• Ensure your name and PAN are correct

• Verify that your bank account details match

• Make sure it’s the latest copy (not older than 30 days)

Is Sharing CMR Safe?

Yes—if shared with trusted platforms. It’s a necessary step in enabling investment services, but never share it over unsecured or public platforms.

Why One Solution Makes It Easy

At One Solution, we offer:

• Instant CMR access via dashboard

• Support for share transfers and platform linking

• Fast processing with zero paperwork

• Free Demat account and low brokerage

• Expert assistance with KYC, CMR, and fund management

Final Thoughts

Your Client Master Report (CMR) is like the passport for your Demat account. Whether you’re transferring shares or starting algo trading, having quick access to your CMR is essential. With One Solution, getting and using your CMR is quick, secure, and fully digital.

Open your free Demat account today with One Solution—and get instant access to your CMR.