Consolidated Account Statement (CAS) is a great facility for investors, who want to check their entire investments (Equity Shares & Mutual Funds) in one go. CAS an be used to check transactions and also to know the valuation of the holdings. Here are complete details on CAS & & 4 Ways to Download it.
Consolidated Account Statement (CAS) is a single/combined account statement. It shows the details of financial transactions made by an investor all Mutual Funds and also other securities held in dematerialized (DEMAT) mode.
e-CAS enables a single consolidated view of all the investments of an investor in securities held in demat form with the Depositories. It also shows physical for MFs as in Statement of Account (SOA) form.
Consolidated Account Statement (CAS) is Email-based
If the Email-id is different, then CAS will be ordered as per the number of IDs. It issued for those folios/accounts wherein a financial transaction has been made and wherein unitholders are identical, identified by PAN.
How to order CAS?
You can generate e-CAS from 4 websites or organizations. These are:
- Central Depository Services (India) Ltd (CDSL)
- National Securities Depository Limited (NSDL)
- Computer Age Management Services (CAMS)
- Karvy Fintech (KFintech)
If you apply the Consolidated Account Statement through CAMS or Karvy, you only get MF holdings.
When you apply CAS through NSDL & CDSL, you get MF holdings plus Shares details.
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How to Download e-CAS through CDSL
Step 1: Visit: https://www.cdslindia.com/cas/logincas.aspx
Step 2: Put in your PAN Card detail, BO ID (Beneficiary owner identification number is the Demat account number allotted to the beneficiary holder(s) by DP. In CDSL it is 16 digits number. Then put in your DOB. Click on Submit.
Step 3: By clicking on submit automatically a One Time Password (OTP) is sent to your registered mobile number. Put in the OTP and submit.
Step 4: You can select the year and month click on the search to download the e-CAS statement. The e-CAS statement is password protected and to open the same you need to put in your PAN details in ALL CAPS.
How to Download e-CAS through NSDL?
Step 1: Visit: https://nsdlcas.nsdl.com/
Step 2: Click on NSDL e-CAS on the top menu bar. You can subscribe to regular e-CAS by putting in your CAS ID and PAN details. You will receive your e-CAS on your registered E-mail ID regularly. In case you don’t know your CAS ID click on ‘Know your CAS ID’
Step 3: By clicking on ‘Know your CAS ID’ a pop will appear, put in your PAN details, DP name, and ID (Company you hold an account with), and your client ID. Then click on submit to know your CAS ID.
Step 4: If you know your CAS ID and want to access an e-CAS of a particular month & year. Click on ‘Track Your CAS’ from the top menu bar. Scroll down to the section, click on the ‘Click here button’- a pop up will appear.
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Put in your Consolidated Account Statement CAS ID, PAN registered E-mail ID and the month/year e-CAS you want. Click on the submit button. e-CAS will come on the email after some minutes.
How to Download e-CAS through KFintech?
Step 1: Visit https://mfs.kfintech.com/investor/General/ConsolidatedAccountStatement
Step 2: Select ‘Detailed’ from statement type & select ‘Specific Period.’
Step 3: After a specified period select a time period. Fill the “Date’ and ‘To Date’. It is ideal to download the latest e-CAS backdated to a month. Put in your registered e-mail ID, PAN details, and create a password to access the e-CAS.
How to Download e-CAS through CAMS Online?
Step 1: Visit https://www.camsonline.com/InvestorServices/COL_ISAccountStatementCKF.aspx
Step 2: Put in your registered E-mail ID, PAN details (optional), and create a password of your choice to protect the e-CAS and use it to open the statement when received on your E-mail then click on Submit.
Once you click on Submit you will get a request confirmation and your e-CAS will be sent on your registered E-mail ID within an hour. You can access the Consolidated Account Statement with the password you generated while submitting the request.
Hope this article helps you make friends with the facility – CAS.