You can get consolidated account statements from Angel One by logging into your account and downloading them from the reports section. These statements include all your investments across equity, mutual funds, and other assets in one place, making it easy to track your portfolio performance.
What Is a Consolidated Account Statement?
A consolidated account statement (CAS) is a single document that shows all your investments and transactions across different financial products with Angel One. It helps you see your total portfolio, including stocks, mutual funds, bonds, and more, in one place.
How to Download Your Consolidated Account Statement?
Log in to your Angel One account, go to the 'Reports' or 'Statements' section, and select 'Consolidated Account Statement.' Choose the period for which you want the statement, then download or email it to yourself. This gives you a detailed view of your investments and helps you manage them better.
Why Is Consolidated Account Statement Important?
A CAS helps you track your overall financial health by combining all investments into one statement. It simplifies tax filing, helps in portfolio review, and assists in making better investment decisions. Having a clear view of all your holdings reduces the chance of missing important details.
How Often Are Consolidated Account Statements Updated?
Angel One updates consolidated account statements monthly or quarterly. You can request statements for specific periods to get the latest overview of your investments. Regularly checking these statements keeps you informed about your portfolio's performance and helps in timely decision making.
Can I Get Consolidated Statements for Multiple Demat Accounts?
Yes, if you have multiple Demat accounts with Angel One, you can get a consolidated statement that shows all holdings across these accounts. This gives you a full picture of your investments without logging into each account separately.
How to Contact Angel One for Help with Consolidated Statements?
If you face any issues getting your consolidated account statement, you can contact Angel One support at 7748000080 or 7771000860. They will guide you step-by-step on how to access or download your statement easily.
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