How to get CMR from Banks?

Get key insights into your Bank account with the easy-to-access Client Master Report (CMR). Your go-to for straightforward financial details!
3 min read

Greetings, investors! If you're seeking guidance on obtaining the crucial Client Master Report (CMR) from your banks and brokers, you're in the right place. We're here to assist you, and the process is straightforward.

  1. KOTAK SECURITIES:

Follow these simple steps to place your request:

  • Dial the Magic Number: Give a ring at 1800-209-9191. The support team will be ready to assist you and guide you through the CMR request process.

  • Send a Warm Email: If you prefer the conventional email approach, please email service.securities@kotak.com to request your CMR.

And there you have it! Your CMR will be on its way in no time.

  1. ICICI Direct

Want a copy of your Client Master List (CML) from ICICI Direct? Just follow these simple steps:

  • Choose Your Format: You can get it in a physical or soft copy, whatever suits you best.

  • Reach Out: Call them at 1860-123-1122. Prefer email? Shoot a message to helpdesk@icicidirect.com .

That's it! Your CML is on the way, and you're all set. 😄📄

  1. HDFC Securities 

Here's how you can get your Client Master Report (CMR) from HDFC Securities : 

  • Contact HDFC Securities: Give them a call at 022-2834-6690. Prefer email? Drop a message at services@hdfcsec.com .

It's that simple! Your CMR is just a call or email away, ready to help you manage your investments. 😊📩

To write an email to your bank to obtain a CMR report, Refer to " Draft email to request a CMR report. "

Check out our blog post "What is CML/CMR and how to get it?" for an in-depth look into CMR.

Precize
Precize
Content Strategy and Research Analyst

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Banks CMR: Quick Access Guide.