How to Download Holding Statement from ICICI Direct

ICICI Direct provides an easy way to download your Holding Statement, which details your investment portfolio, including stocks, bonds, mutual funds, options, futures, ETFs, and more. Follow these steps to download your Holding Statement:

Log in to ICICI Direct Portal: Visit the ICICI Direct website and log in to your account. Go to Customer Service: Click on the “Customer Service” option from the dashboard. Select Statements: Click on the “Statements” option from the menu. Choose Transaction Statements: Select the “Transaction Statements” option from the drop-down list.

Select Statement Type: Choose the appropriate option from the “Statement Type” drop-down list. View and Download: Click on the “View” option to display your holding statement. You can then download it.

Downloading your Holding Statement from ICICI Direct helps you track and manage your investments, providing essential documentation for calculating income tax on trading activities, similar to downloading Contract Notes and Tax P&L Statements from the platform.