Sqrrl: How to Register, Login, Reset Password, Download Statement and Withdraw.

Sqrrl Fintech is the Best Mutual Fund App that helps you to invest in Mutual Funds. You can invest, download statements and withdraw by login into your Sqrrl Account.

This article will guide you on:

File Your Tax Return

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File Your Tax Return

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Open Your Account Today

How to create a Sqrrl Account?

You will need the following documents to open an account on Sqrrl:

1. PAN Card
2. Address Proof
3. Bank Information (Account Number and IFSC Code
4. Scanned Signature Copy
5. Cancelled Cheque Copy in case, a Re. 1 transaction fails

Refer to the following steps in order to register at Sqrrl:

  • Step 2: Either Enter your Mobile Number or Login with Google.
  • Step 3: Confirm you Mobile Number and enter the OTP you received on your registered mobile number.
  • Step 4: Fill out all your Personal Details
  • Step 5: You have now reached Sqrrl’s Investment Dashboard
  • Step 6: Click on “Setup My Account” and fill out your PAN and Bank details and your account will be created.
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How to Login to your Sqrrl Account?

Refer to the following steps in order to log-in to your Sqrrl account:

  1. Visit the Sqrrl Login page.

    Navigate to Sqrrl Log-in page https://sqrrl.in/ .

  2. Sqrrl Homepage

    Once you set up your account, login using your saved fingerprint (mobile phone) or your unique code. You will be directed to your Sqrrl account.

  3. Explore Plans

    Once you login, you can start investing on Sqrrl.

How to Reset Sqrrl Account Password using Forgot Password?

Refer to the following steps in order to reset your Sqrrl account password:

  • Step 2: Once you enter a wrong code, you’ll get the option with ‘Forgot your password’ link.
  • Step 3: Enter your registered mobile number and you will receive an OTP on the same mobile number.
  • Step 4: Click and set a new password.
ITR for Capital Gains from Investment in Stocks
CA Assisted Income Tax Return filing for Individuals and HUFs having income from sale of securities
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ITR for Capital Gains from Investment in Stocks
CA Assisted Income Tax Return filing for Individuals and HUFs having income from sale of securities
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How to download Capital Gain Tax Statement from Sqrrl?

  • Step 2: After you login, scroll down on “More Ways to Invest” and click on “Request” Capital Gains Statement.
  • Step 3: You’ll now be redirected to a new page. Click on “agree” to the terms there.
  • Step 4: Then click on Realised Gains Statement.
  • Step 5: You will find an option to download the statement or receive it in an email.
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Calculate income tax liability for FY 2020-21. Compare tax liability as per New vs Old Tax Regime.
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How to download Mutual Fund Statements from Sqrrl?

You can get your Sqrrl Mutual Fund Statements from Cams or Karvy.

Option 1: CAMS

  • Step1: Visit Cams Online website
  • Step 2: Select the Statement Type, Date and Portfolio Listing.
  • Step 3: You will receive the statement on your registered email address within 1-2 working hours. 

Option 2: KARVY

  • Step 1: KARVY Online
    Visit the KARVY investor mailback service for the capital gains website.
  • Step 2: After KARVY Login
    After logging in, scroll down and click on the Investor Service tab.
  • Step 3: Capital Gain Mail Option
    Moreover, click on the capital gain by mail option.
  • Step 4: Enter the required details
    Enter the e-mail ID registered in your investment folios.
    Password – This is the password for opening the attachment. You can set it to anything you want.
    Choose 1st April 2018 from the date picker and for To Date chooses 31st March 2019 to get the Capital Gains statement for the previous Financial Year.

How to Withdraw from your Sqrrl Account?

  • Step 2: Click on ‘More Ways to Invest’ and choose the offering from which you wish to withdraw.
  • Step 3: Click on the rupee symbol “₹” & select ‘withdraw’.
  • Step 5: Enter the amount you want to withdraw & click next.
  • Step 6: Select the fund and confirm your withdrawal amount.

File Your Tax Return

On Time , Online on Quicko.com

Open Your Account Today

File Your Tax Return

On Time , Online on Quicko.com

Open Your Account Today

FAQs

What documents are required to open an account in Sqrrl?

1. PAN Card
2. Address Proof
3. Bank Information (Account No and IFSC code)
4. Scanned Signature Copy
5. Cancelled Cheque Copy in case, a Re.1 transaction fails.

You may need all or some of them depending upon your status and regulatory requirements.

Are there any set-up fees/ subscription charges etc. on Sqrrl?

No, there are zero Set-up Fees/ Subscription Charges / Transaction charges that you need to incur while investing through Sqrrl.

Can I invest in Mutual Funds without a Demat Account?

Yes, Demat Account is not required for investing in Mutual Funds.

Got Questions? Ask Away!

  1. Hey @TeamQuicko

    Thanks for the blog! Just one quick question - Why do we have to report a quarterly breakdown of Dividend Income under IFOS?

    Thank you!

  2. I had received dividend recently but I had noticed that TDS had been deducted. any idea as to why has it happened and is there a way I can claim this TDS?

  3. Hey @HarshitShah

    After the introduction of Budget 2020, dividend income is now taxable in the hands of the shareholder; and is also subject to TDS at 10% in excess of INR 5000 u/s 194 & 194K. Foreign Dividend is taxable at slab rates. TDS is not applicable to such dividends. The taxpayer should report such income under the head IFOS in the ITR filed on the Income Tax Website.

    Hope this helps!

  4. Hi @ameyj

    The amount of TDS deducted shall reflect in your Form 26AS only and it will also reflect the name of the deductor.
    Using the name of the deductor you can find out on which share you have received the dividend and you can also cross-check the same in your bank statement.

    Yes, you are right, TDS is to be deducted when the dividend paid exceeds 5000 INR in a financial year. However, the 5,000 INR limit pertains to all the dividends an individual gets in a year, or the total dividend per shareholder that a company pays out in a year, is left to interpretation, and hence registrars and share transfer agents (RTA) are not taking any chances and are deducting TDS even on small amounts.

    Hope this helps

  5. Hi @TeamQuicko

    Consider that I have 10 shares each of 10 different Indian companies. Each of the 10 companies are declaring a dividend of INR 100 before the FY ends. Now I will be recieving 1000 as dividend from each company, thereby a total of 10,000.

    The 5,000 dividend limit, is it applicable to each company / total dividend recieved by me in a year. If it is applicable to each company, then I would not attract TDS of 10% for dividend.

    Also pl clarify, how would the company B know that I have got shares of Company A,C,D,E so on…

  6. Hey @TeamQuicko

    I tried to file ITR-3 via Quicko’s integration with Zerodha. While filing the ITR, I got an option to switch to the New Tax regime to save additional taxes.
    Since I had some turnover from intraday and FnO (speculative/ business), am I eligible to switch to the new regime through Quicko while filing?
    How do I fill the Form 10-IE? If I haven’t filled the form, would the portal preent me from filing returns altogether?
    Also, once I get rebate (if opted for new regime) / pay dues (if opted for old regime), do I need to go through the hassles of replicating it on the new ITR portal (i.e manually answering the schedule sections)?

    Kind regards

  7. Hi @ChinmayB,

    Yes, you can opt for the new tax regime. However, keep in mind in case a taxpayer has business income and they opt for the new tax regime, they can switch to the old tax regime only once.

    If you opt for the new tax regime, you need to file Form 10-IE before filing the ITR

    Here’s how you can file the Form 10-IE

    When filing your ITR through Quicko, you do not need to enter details on the new ITR portal, since Quicko is a ERI (e-return intermediary) registered with the Income Tax Department.

    Note: ITR filing will be enabled on Quicko in the coming week. So stay tuned for more exciting features!

  8. Thank you, @Nireka
    Will wait diligently for the new ITR updates
    All my queries have been addressed. Looking forward to using and recommending Quicko to friends and family.

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