Client Master report (CMR) is a digitally signed or physically signed certificate, issued by a Broker/DP, containing details of a client who has opened a Demat account.
In case your Broker/DP asks for a Client Master Report (CMR), you can place a request with us for the same
To request for a CMR, you need to follow the below steps.
Step 1: Login to the Upstox app using your 6-digit PIN or Biometrics.
Step 2: Click on ‘Account’ at the bottom of the screen
Step 3: Click on ‘My Account’
Step 4: Click on ‘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.
1.Digitally signed CMR copy is used at the time of transfer of securities.
2.The depository regulations don't require submitting a hard copy of the CMR for transfer of shares. In case your broker or DP insists on a hard copy, a customer may present a copy of this circular from NSDL and from CDSL, which states that the transfer is initiated on receiving a digitally signed CMR copy.