How to get your statements
Where to find each statement VestBook reads, and how to upload it. Menu names on these sites change from time to time, so each guide says where to look.
How to get your mutual fund CAS from CAMS or KFintech
Request the Consolidated Account Statement (CAS) that lists every mutual fund folio under your PAN, and upload it to VestBook.
How to get your depository CAS from NSDL or CDSL
Find the depository Consolidated Account Statement that lists shares, ETFs, bonds and mutual fund units held in demat, and upload it to VestBook.
How to download your EPF passbook from EPFO
Download the EPF member passbook PDF with your UAN and upload it to VestBook to see your provident fund balance.
How to download your holdings report from Groww
Download Groww's stocks and mutual fund holdings reports as Excel and upload them to VestBook.
How to download your holdings report from Zerodha Console
Download your holdings from Zerodha Console as Excel or CSV and upload the file to VestBook.
See every supported statement and the glossary of terms.