What is Consolidated Account Statement (CAS) and how to download it?

CAS is a comprehensive statement that consolidates transactions and holdings in demat accounts with CDSL and NSDL, as well as mutual fund units held in the Statement of Account (SOA) form.

How often is CAS sent, and how can I download it?

CAS is sent monthly if there are transactions in demat accounts or mutual fund folios. If no transactions occur in a month, it is sent half-yearly.

To download CAS:
Visit cdslindia.com
Click on Login (top right).
Select CAS/Declare Bonafide, and then click on Login.
Enter PAN No., 16-digit demat account number, date of birth, and characters displayed.
Click submit, and an OTP will be sent to the registered mobile number.
Enter the OTP to download the CAS.

How does CAS provide a combined view of investments?

CAS consolidates information from all demat accounts and mutual fund units held with MF-RTA. It offers a unified view of an investor’s holdings and transactions.

What if there are no transactions in a demat account or mutual fund folio?

In the absence of transactions in a specific month, CAS is sent on a half-yearly basis. This ensures investors receive statements regularly even if there are no monthly transactions.
Where can I find more information about CAS?

For detailed information about CAS, you can visit cdslindia.com/cas/FAQ.html.