How can I download or get my ledger report over email?

Your Ledger Report is the statement of all your transactions along with your billing details with Upstox. Transactions include Payin, Payouts, Bills, and Charges.

To access your ledger report, follow these steps:

  1.Login to the Upstox app using your 6-digit Pin or biometrics.

  2.Select the profile tab under 'Account.'

  3.Click on 'My account.'

  4.Select 'Reports.'

5.Click on 'Ledger report.'

6. Click on the 'filters' drop down in ledger to check your balance.

7. Select the required wallet(segment), financial year(eg: 2020-2021) & date. Click on 'Get Report' for detailed account balance.

To Check or download  MTF ledger, Click on 'Include MTF.'

8. To download the report in PDF or Excel format, select the ‘Download’ option.

9.You can get the required report in PDF and excel format on your registered email address by selecting the ‘email’ option .