Introducing the New Dividend Report Download Feature!
We’re excited to announce a new feature that lets you download detailed dividend reports for your stock holdings directly from the Reports Section. This enhancement provides a quick and seamless way to access your dividend history, making it easier to stay on top of financial planning, record-keeping, and tax filing.
What this feature offers you.
1. Get a clear, organized view of your dividend earnings—all in one place. Eliminate the need for manual tracking!
2. Simplified record-keeping for taxes.
3. Smarter Investing: See your entire dividend history in one place to spot trends and identify top-performing dividend yield investments.
How to Download Your Dividend Report:
1. After logging in to the Upstox app, tap on the ‘Account’ tab.
2. Select ‘My Account’ under the Profile section.
3. Choose ‘Reports.’
4. Click on ‘Dividend Reports.’
5. Click on the ‘Filters’ tab.
6. Select a financial year (eg: 2024-2025) & date. Click on 'Get Report' for dividend report.
That’s it! You’ll be able to view and download your dividend history and see the credited amounts in your bank account.
TDS Calculation and Dividend
1. TDS is computed solely based on the total dividend amount a client is entitled to receive for a particular scrip. This is determined by multiplying the total quantity of shares held by the dividend per share.
2. The net dividend amount, after deducting applicable TDS, is directly credited to the client’s bank account by the Registrar and Transfer Agent (RTA).
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