What are the different statements that are available on Fisdom?

Statements on Fisdom can be accessed from the ‚Profile‚ section on the app. Once you request a particular statement, the same shall be sent to your registered email address. Apart from these, there are some statements which need to be mandatorily sent to you periodically as per Exchange or SEBI regulations.

Statements on Request:

  • Profit & Loss Statement
  • Transaction Statement
  • Holding Summary Statement
  • Ledger

Statements on Email (Mandated):

  • Contract Note cum Invoice (after every relevant transaction)
  • Daily Margin Statement (after every relevant transaction)
  • Weekly Statement
  • Retention Statement