To access reports and statements on Angel One, corporates simply log in to the Angel One Corporate Dashboard, go to the “Reports & Statements” section, and download any required documents like transaction reports, holding statements, tax documents, and account statements in PDF or Excel format.

How Do Corporates Access Reports on Angel One?

Corporate users must log in to the Angel One Corporate Portal. After logging in, go to the “Reports & Statements” menu. Select the type of document, duration, and format (PDF/Excel), then click “Download”. It’s easy and fast to pull corporate transaction histories and holding details.

What Types of Reports Are Available?

Angel One corporate account holders can access:

• Daily Transaction Statements
• Holding & Portfolio Reports
• Tax P&L and Tax Summary Reports
• Demat Account Statements (DIS, ISIN-wise holdings)
• Contract Notes

How to Filter Reports by Date and Transaction Type?

After entering the Reports section, corporates can select custom date ranges, types like buy/sell, dividends received, or corporate actions. Filtering options help narrow down data easily before downloading.

Can Reports Be Scheduled Automatically?

Yes. Use the “Schedule Report” feature to set daily, weekly, or monthly reports. These are emailed automatically to authorized users, saving time and ensuring you never miss updates.

How to Download Tax and Compliance Documents?

Corporates can download annual tax statements such as P&L reports, capital gain statements, and Form 16/16A. These are essential for filings and auditing, and are available under the Taxes section in statements.

How to Share Reports with Stakeholders?

Downloaded reports can be saved and shared via email or internal platforms. You can also provide access by adding authorized users in the corporate portal who can view/download reports directly.

How Secure Is Corporate Report Access?

Angel One ensures strong security. Corporate users log in via two-factor authentication (2FA). All report access and downloads are logged. Admins can grant or revoke permissions anytime, keeping data safe and control in your hands.

How Do I Get Help If I Can’t Find a Statement?

If any report or statement is missing, touch base with Angel One support via chat or email from your corporate portal. Provide report name, date range, and they'll help fetch it quickly.