A holding report provides a snapshot of the number of securities held in your portfolio as of a particular date. |
To download the holding report, follow these simple steps: |
Log in to CubePlus. |
Click on your User ID and navigate to the “Report” section. |
Choose “DP” and then click on “DP Holding.” |
On the left side, you’ll find the option to download the Holding report in either Excel or PDF format. |
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