How Can I Track the Dividend of My Stock Holding at ICICI Direct?

Last Updated: Mar 19, 2024 Value Broking 3 Mins 2.5K

Tracking dividends is a crucial aspect of managing your stock portfolio, as it provides valuable insights into your investment returns. ICICI Direct, a prominent online trading platform, offers a user-friendly interface to help you monitor your dividend earnings effectively. In this guide, we will walk you through the step-by-step process of accessing your dividend-related documents on ICICI Direct.

Logging into ICICI Direct

Before you can access any dividend-related documents, you must first log in to your ICICI Direct account. Follow these steps to do so:

Visit the ICICI Direct website.
Enter your PAN, Date of Birth, and Name, then click ‘Next.’
Fill in your email ID, mobile number, and pin code.
Complete the OTP verification process.
Set a new login password.
Link your bank account (if it’s an ICICI Bank account).
Provide access to DigiLocker (if required).
Complete the DigiLocker Identification process.
Upload your PAN and photo.
Perform an In-Person Verification (IPV) on webcam.
E-sign using your Aadhar Number to complete the registration.
After 24 hours, you can return to the website and log in to your account.

Downloading Holding Statement

The holding statement provides an overview of your current investment positions. Follow these steps to download it:

Log in to your ICICI Direct account with your User ID and Password.
Visit the Customer Service Page.
Click on ‘Transaction Statements’ under “Statement.”
Select ‘Equity / Derivatives’ from the drop-down menu.
View and download the transaction statements, including the annual statement for the last financial year.

Downloading Tax Profit and Loss Report

The Tax Profit and Loss Report is essential for income tax compliance. Follow these steps to download it:

Log in to your ICICI Direct account.
Under ‘Portfolio,’ select ‘Equity.’
Choose the relevant Financial Year and Frequency, then press ‘View.’
Click on ‘Download’ to save the report to your device.

Obtaining the Contract Note

ICICI Direct provides a contract note for every transaction executed on the stock exchange. Here’s how you can download it:

Log in to your ICICI Direct account.
Select ‘Customer Service’ from the dashboard.
Click on ‘Statements’ and choose ‘Digital Contract Notes.’
Enter details such as market type and document format for a refined result.
Review the list of contract notes and click on the ‘Contract Note No.’ to download the file in PDF format.

Link- https://www.youtube.com/watch?v=QiGxigCuvvw

Conclusion

Effectively tracking dividends is a crucial aspect of managing your stock holdings. With ICICI Direct’s user-friendly interface and accessible features, obtaining dividend-related documents is a straightforward process. By following the steps outlined in this guide, you can easily access your holding statements, Tax Profit and Loss Reports, and contract notes, providing you with a comprehensive overview of your investment returns.