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ICICI Direct: Download Holding Statement for Traders

by | Jun 24, 2024 | Income Tax | 0 comments

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Important Keyword: Holding Statement, ICICI Direct.

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

  1. Visit the ICICI Direct portal
    Firstly, log in to your account.
  2. Next, click on the “Customer Service” option
    Click on this from the Dashboard

    ICICI Direct Dashboard
  3. Click on the Statements Statements option
    Choosethe Transaction Statements option from the drop down

    ICICI Direct - Transaction Statement
  4. Select the appropriate option from the “Statement Type“
    Drop-down list and click on the “View” option

    ICICI Direct - Statement Type

Read More: Angel Broking: Download Holding Statement for Traders

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Official Income Tax Return filing website: https://incometaxindia.gov.in/

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