To check and download reports from our web portal, follow these steps:
1. Login to account.upstox.com using your registered mobile number or scan the QR code.
2. Click on 'Ledger' under 'Reports.'
3.Select the required segment, financial year, and date. Click on 'Get Report.'
4.You can either download the report directly in PDF or Excel format by selecting the ‘Download’ option.
5.Alternatively, you can receive the report on your registered email address by clicking on the email tab.