Statement of Accounts on WebNotes

Zerodha weekly statement email

Sat, 20 Jun 2026 00:00:00 +0000

The Zerodha weekly statement email is an emailed statement of a client’s funds ledger and securities holdings that Zerodha sends once a week to comply with exchange circulars requiring brokers to issue a statement of accounts and a register of securities to every client at weekly intervals. It is a record, not a demand: it restates your money balance with the broker, the shares and other instruments in your demat account , and any trades that have not yet settled. It carries no payment request and asks for no action in the normal case.

Statement of accounts after each mutual fund transaction

Tue, 12 May 2026 00:00:00 +0000

The statement of accounts (SOA) issued after each mutual fund transaction is a regulatory document dispatched by the Registrar and Transfer Agent (RTA) – CAMS or KFintech – to the investor within five business days of processing any transaction on a folio. It confirms the details of the transaction (amount, NAV, units) and displays the updated unit balance post-transaction. The SOA is the investor’s primary real-time acknowledgement that a mutual fund transaction has been correctly processed and recorded on the folio.