To download your holdings report from Upstox, Please follow the steps below
Step 1: Login to Upstox using your credentials.
Step 2: Click on Reports.
![](https://jamaappprod.s3.ap-south-1.amazonaws.com/Blog/UDashboard.png)
Step 3: Now Click on Holdings Report from the dropdown.
![](https://jamaappprod.s3.ap-south-1.amazonaws.com/Blog/UHolding.png)
Step 4: Click on Go
![](https://jamaappprod.s3.ap-south-1.amazonaws.com/Blog/UGo.png)
Step 5: Click on CSV under Export to download your Holdings Report
![](https://jamaappprod.s3.ap-south-1.amazonaws.com/Blog/UExport.png)
![](https://jamaappprod.s3.ap-south-1.amazonaws.com/Blog/UCSV.png)
Step 6: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to upload@jama.co.in and cc help@jama.co.in