Important Keyword: Holding Statement, ICICI Direct.
Table of Contents
ICICI Direct: Download Holding Statement for Traders
ICICI Direct allows you to download your holding statement to understand your investment transactions. A holding statement details the contents of an investment portfolio held by an individual or entity, such as a mutual fund or a pension fund. Portfolio holdings include various investment products like stocks, bonds, mutual funds, options, futures, exchange-traded funds (ETFs), and more.
You can download these statements from the ICICI brokerage platform in the same way you download Contract Notes and Tax Profit & Loss (P&L) Statements. These documents are essential for calculating income tax on trading activities.
Steps to Download Holding Statement from ICICI Account
- Visit the ICICI Direct portal
Firstly, log in to your account. - Next, click on the “Customer Service” option
Click on this from the Dashboard
- Click on the Statements Statements option
Choosethe Transaction Statements option from the drop down
- Select the appropriate option from the “Statement Type“
Drop-down list and click on the “View” option
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Official Income Tax Return filing website: https://incometaxindia.gov.in/
