For Ledger Report :


1.Visit your Dock app


2.Click the ‘Funds’ tab.


3.Go to ‘Segment’ from the dropdown menu.

4.Select the Date Range and click on ‘Submit’

5.Download the report from ‘Download Report’ tab on bottom right corner.

Now you can view the Report in csv format.


Check the images below for steps to download your ledger report.





To view your Contract Note

1.Visit your Dock app


2.Click on the ‘Reports’ tab.

3.Click on ‘Downloads’ and select ‘Contract Notes’ on Statement dropdown.

4.Select Category as ‘Equity’

5.Select the Date Range and Click ‘Email Me’

The Contract Notes will be sent to your registered email id

Check the images below for steps to download your contract note.