How to request a CMR / CML from Zerodha
A Client Master Report (CMR) – also called a Client Master List (CML) by some depositories – is a one-page document generated by a depository participant (DP) that provides a summary of the beneficial owner’s demat account details. It is issued under the CDSL / NSDL framework and carries the DP’s details alongside the client’s.
At Zerodha, the CMR contains:
- Full name of the account holder(s)
- 16-digit CDSL BO ID
- Zerodha DP ID (12081600)
- PAN
- Address as registered on the CDSL account
- Bank account details linked to the demat account
- Account type (individual, HUF, joint, etc.)
- Account status (active, frozen, etc.)
The CMR is required as supporting documentation for a wide range of external processes: mutual fund SoA-to-demat conversions (as proof of demat account at the RTA), IEPF claims (Form IEPF-5), applying for IPO allotment in demat form at a different DP, and off-market transfer registrations with certain brokers.
Step 1: Log in to Zerodha Console
Open console.zerodha.com in a browser. Log in with your Client ID, password, and the 2FA code (either an SMS OTP on the registered mobile or the TOTP from the authenticator app).
Step 2: Navigate to the demat account section
In the top or side navigation, go to Profile (represented by your name or a profile icon). Within the profile page, look for Demat account or Account details.
Alternatively, access Profile > Personal details and scroll to the demat account section.
Step 3: Download the CMR
In the Demat account section, there is a Download CMR button or link. Click it. Zerodha generates the PDF immediately and it is downloaded to your computer.
The CMR PDF is digitally generated and does not require a physical DP stamp for most purposes (mutual fund RTAs, MCA IEPF forms). However, some processes – particularly KYC verification at new financial institutions – may require a physically stamped and signed CML from the DP. In such cases, a surcharge applies; see Zerodha CMR/CML charges.
Step 4: If the download is not available – request via support
If the Console does not show a CMR download option (this can occur for accounts with certain access restrictions or for joint accounts where a physically stamped document is required):
- Raise a support ticket at support.zerodha.com.
- Category: Account > Demat > CMR / CML request.
- State in the ticket: “I need a CMR for my demat account (BO ID: [your BO ID]) for use in [purpose, e.g., mutual fund demat conversion].”
- Specify whether you need a plain digital CMR (emailed PDF) or a physically stamped CML (sent by courier).
Zerodha emails the digital CMR within 1–2 business days. A physically stamped CML sent by courier takes 3–5 business days and attracts a service charge (check the Zerodha CMR/CML charges page).
What a Zerodha CMR looks like
A standard Zerodha CMR PDF includes:
| Field | Example |
|---|---|
| DP Name | Zerodha Broking Limited |
| SEBI Registration | IN-DP-431-2019 |
| DP ID | 12081600 |
| Client ID / BO ID | 1208160012345678 (16-digit combination) |
| Client Name | RAJESH KUMAR |
| PAN | ABCDE1234F |
| Registered Address | [as on Zerodha account] |
| Bank Name | HDFC Bank |
| Bank Account No. | XXXX1234 |
| IFSC | HDFC0001234 |
| Account Type | Individual |
| Account Status | Active |
The document is on Zerodha letterhead and may carry a digital signature or authentication code.
Common uses of the CMR
| Use case | Why CMR is needed |
|---|---|
| Mutual fund SoA-to-demat conversion (CRF) | RTA requires proof of active demat account with BO ID and DP ID |
| IEPF claim (Form IEPF-5) | MCA requires proof of demat account for share restoration target |
| New broker KYC (when the new broker asks for proof of existing demat account) | BO ID verification |
| IPO application in demat form at a different DP | RTA/company needs the target DP and BO ID |
| Estate/transmission matters | CMR confirms account details for the deceased’s account |
Related guides
- How to dematerialise mutual fund SoA holdings
- How to claim unclaimed dividends through IEPF via Zerodha
- How to convert physical shares to demat via Zerodha
- How to transfer shares from another broker to Zerodha (CDSL Easiest)
- Zerodha CMR/CML charges
- CDSL
References
- CDSL Operating Instructions, OI-00-016, Modification and Master Data for Beneficial Owner Accounts.
- SEBI, Depositories and Participants Regulations, 2018, Regulation 23 (records to be maintained by DP).
- Zerodha Support, “How to get a CMR from Zerodha”, support.zerodha.com (accessed May 2026).
WebNotes Editorial Team prepares factual how-to guides based on publicly available regulatory documents and broker disclosures. WebNotes is not affiliated with Zerodha Broking Limited. Procedures and charges are subject to change; verify current requirements at support.zerodha.com before acting.