<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Client Master Report on WebNotes</title><link>https://v2.webnotes.in/tags/client-master-report/</link><description>Recent content in Client Master Report on WebNotes</description><generator>Hugo</generator><language>en-IN</language><lastBuildDate>Tue, 12 May 2026 00:00:00 +0000</lastBuildDate><atom:link href="https://v2.webnotes.in/tags/client-master-report/index.xml" rel="self" type="application/rss+xml"/><item><title>How to request a CMR / CML from Zerodha</title><link>https://v2.webnotes.in/how-to-request-cmr-cml-zerodha/</link><pubDate>Tue, 12 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/how-to-request-cmr-cml-zerodha/</guid><description>&lt;p&gt;A &lt;strong&gt;Client Master Report (CMR)&lt;/strong&gt; &amp;ndash; also called a &lt;strong&gt;Client Master List (CML)&lt;/strong&gt; by some depositories &amp;ndash; is a one-page document generated by a depository participant (DP) that provides a summary of the beneficial owner&amp;rsquo;s demat account details. It is issued under the CDSL / NSDL framework and carries the DP&amp;rsquo;s details alongside the client&amp;rsquo;s.&lt;/p&gt;
&lt;p&gt;At Zerodha, the CMR contains:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Full name of the account holder(s)&lt;/li&gt;
&lt;li&gt;16-digit CDSL BO ID&lt;/li&gt;
&lt;li&gt;Zerodha DP ID (12081600)&lt;/li&gt;
&lt;li&gt;PAN&lt;/li&gt;
&lt;li&gt;Address as registered on the CDSL account&lt;/li&gt;
&lt;li&gt;Bank account details linked to the demat account&lt;/li&gt;
&lt;li&gt;Account type (individual, HUF, joint, etc.)&lt;/li&gt;
&lt;li&gt;Account status (active, frozen, etc.)&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;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.&lt;/p&gt;</description></item><item><title>CMR and CML physical request charges at Zerodha</title><link>https://v2.webnotes.in/zerodha-cmr-cml-charges/</link><pubDate>Mon, 11 May 2026 00:00:00 +0000</pubDate><guid>https://v2.webnotes.in/zerodha-cmr-cml-charges/</guid><description>&lt;h2 id="overview"&gt;Overview&lt;/h2&gt;
&lt;p&gt;The Client Master Report (CMR) and the Client Master List (CML) are official documents issued by the depository (CDSL) through the depository participant (Zerodha) that contain the client&amp;rsquo;s demat account details. These documents include the client&amp;rsquo;s name, address, demat account number, PAN, bank account details, and other KYC information registered with CDSL.&lt;/p&gt;
&lt;p&gt;At &lt;a href="https://v2.webnotes.in/zerodha/"&gt;Zerodha&lt;/a&gt;, the digital (electronic) version of the CMR is available free of charge and can be downloaded at any time from the Zerodha Console back-office platform or the CDSL website. Physical copies of the CMR requested through Zerodha carry a processing charge of Rs 20 plus courier charges, plus 18 percent GST on the Rs 20 processing fee.&lt;/p&gt;</description></item></channel></rss>