How to access Ledger Report (Desktop) ?

To check and download reports from our web portal, login to account.upstox.com and follow these steps:

1.Login to account.upstox.com using your 6-digit PIN or biometrics

2.Select ‘Reports’ to access Ledger

3. Click on ‘Ledger ’ under ‘Reports’

4. Select the required segment, financial year and date .Click on 'Get Report'

5. Click on download icon

6.You can download the report in PDF and Excel version

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