To understand your trading activity and for its income tax compliance, you need documents like Tax P&L, Contract Note, Ledger / Account Statement. Hence, before you get any of these documents you need to create your ICICIDirect Account and Login .
This article will guide you through how to:
- Create and login to ICICI Direct trading account?
- Download Holding Statement for ICICI traders?
- Download Tax Profit and Loss Report?
- Download Contract Note for ICICI traders?
How to Login to ICICI Direct?
You can open a trading account online on ICICI Direct by following these steps:
- Visit the ICICI Direct website.
Navigate to the website. Fill your PAN, Date of Birth and Name and Click on ‘Next’.
- Enter your details.
Fill mandatory details such as :
-Email id
-Mobile no.
-Pincode
- OTP Verification.
Enter OTP which is sent on your registered mobile number.
- Set a Password.
Create a new login password.
- Link your Bank Account.
If you have an ICICI bank account then enter the account number. and Click on ‘Next’.
- In case you don’t have an ICICI Bank account. Click on Continue.
Provide ICICI Direct with access to DigiLocker by logging into your DigiLocker account.
- Complete DigiLocker Identification.
Finish the DigiLocker Identification and Click on ‘Continue’.
- Upload PAN and Photo.
Fill in your personal and financial details.
- Complete an In-Person Verification (IPV) on webcam.
E-sign using your Aadhar Number in order to complete registration.
- ICICI Direct Login.
After 24 hours, you can navigate to their website and login to your account.
How to download Holding Statement for ICICI traders?
ICICI Direct allows you to download your holding statement in order to understand your investment transactions. Therefore, you can download the statement using the following steps:
- Step 1: Firstly, navigate to the ICICI portal and login to your account.
- Step 2: Secondly, click on the ‘Customer Service’ option.
- Step 3: Thirdly, click on the ‘Statements Option’ and choose ‘ Transaction Statement’ from the drop down.
- Step 4: At last, select the appropriate ‘Statement Type’ from the drop down menu and click on ‘View’.
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How to download Tax Profit and Loss Report?
You can refer to these steps in order to download Tax P&L Report from ICICI Direct.
- Step 1: Firstly, navigate to the ICICI portal and login to your account.
- Step 2: Under ‘Customer Service’, select ‘Statements’ > ‘Consolidated Portfolio Statement
- Step 3: Select the relevant Financial Year and Frequency. Press ‘View’.
- Step 4: Your Statement will be downloaded on your device.
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How to download Contract Note for ICICI traders?
ICICI Direct sends a contract note for all transactions executed on the stock exchange. You can download it as follows:
- Step 1: Initially, navigate to the ICICI portal and login to your account.
- Step 2: Select ‘Customer Service’ from the dashboard.
- Step 3: Click on ‘Statements’ and select the option ‘Digital Contract Notes’.
- Step 4: Enter details such as market type and document format so you can receive a refined result.
- Step 5: Lastly, you will receive a list of all contract notes. You can click on the ‘Contract Note No.’ to download the file in a PDF format.
Sample ICICI Direct CNC
FAQs
This statement is used to calculate your Tax liability. Therefore, it is needed to file ITR 3.
ICICI Direct would send a consolidated physical statement for the transactions during the quarter. This statement will be designed in a user friendly manner and will be sent to you physically every quarter.
3 in 1 account at ICICI refers to as an Individual opening a Bank account, Demat account and Trading account simultaneously with the same bank.
