How to download Statement of Transaction (SOT) and/or Statement of Holding (SOH)?

To download your SOT / DP Transaction on CubePlus, follow these simple steps:

Log in to CubePlus and navigate to Reports by clicking on your user ID and selecting the “Reports” option.
This will automatically log you into the Tradejini back office.
Click on DP.
To download SOT, click on DP Transaction, then fill in the “From Date” – “To Date” fields, and select your client ID from the drop-down menu.

Similarly to download SOH, click on DP Holding, then fill in the “As on Date”, and select your client ID from the drop-down menu.

You have the option to download these statements in PDF or Excel format.