Understanding CML/CMR Copies and How to Get Them

What Are Client Master Lists (CML) and Client Master Reports (CMRs)?

• A Client Master Report (CMR) is a digitally authenticated PDF document provided by demat brokers to their clients.

 It comprises essential details regarding the client's demat account, such as the account number, date of birth, address, and bank information.

How to get a Client Master List (CML) or a Client Master Report (CMR)?

• When you open an account, your demat broker will provide you with a physical and digital copy of the CML/CMR.

You can easily request the CML/CMR from your demat account broker by calling or emailing them, and they will swiftly send you the PDF copy.

Here are the processes and contact information for obtaining the CMR from different demat brokers in India.

1. How can I get a CML/CMR copy from Zerodha?

• Follow these steps to get your CMR From Zerodha:

1. Visit the (site or the dashboard of zerodha)
2. Click on Document 
3. Select “Zerodha CMR “Copy  
4. Click on the option email to me

( Click to know more )

2. How to get Client Master List (CML/CMR) From Upstox?

• Follow below steps to download CMR/CML From Upstox.

1. Login to your Upstox App
2. Click on “Account” (Check bottom of screen)
3. Click on “My Account”
4. Click on “Profile”
5. Click on “Documents”
6. Select “CMR”
7. Click on “Get Via E-Mail”

( Click to know more ) 

3. How to get CML/CMR From Groww?

• You can download CMR in Groww by following steps:

1. Go to “My Profile”
2. Check “Reports” Section
3. You can also Check (Groww website)

( Click to know more )

4. How to get CML/CMR From HDFC securities?

To get CML From HDFC securities, you can email them on 

“customercare@hdfcsec.com”

You can call their customer care on- 022-39019400/ 022-64804444.

5. How to get CML/CMR copy from Angel one (Angel Broking)?

To get CML/CMR copy from Angel one, drop an email on support@angelbroking.com with your client code or any such details and they will email you the CML/CMR on your registered email id.

To proceed with your BondsIndia transaction, you must first complete the KYC process. During this step, you must upload a copy of the CMR/CML to the demat verification area. To acquire this copy, follow the instructions provided for your specific broker. If your broker is not listed above, go to their website and contact customer care to acquire a copy.