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How to view or download the funds statement ?

To view or download your historical Funds Statment on CubePlus, follow these simple steps:

  1. Log in to CubePlus.
  2. Navigate to your User ID.
  3. Click on "Reports." ( It is through "Account" in mobile)
  4. Choose the "Ledger" option from the available tabs (1st Option).
  5. Select the dates for the period you want to view/download the funds statements.
  6. You have an option to view statment with or without Margin Debit & Margin Reversal entries which is done by ticking the radio button.
  7. Click on Submit.

For further assistance or more information, please connect with our support team by writing to us at help@tradejini.com.

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