General

Why can I view the shares in my portfolio but not in my Demat account?

Possible reasons include:

A. Shares are unallocated

Allocate the shares from Demat Holdings using the steps mentioned earlier. To know more about the steps to allocate shares, click here.

B. Merger

If the stock has undergone a merger, the old company’s shares are cancelled and are replaced with the shares of the new, merged entity, and will, therefore, not reflect in your Demat account. However, they may continue to appear in Portfolio until you manually update your portfolio.

C. Shares have not been credited in your Demat account

If the company had announced a corporate action and you did not hold the company’s shares as on the record date, then the shares will not be credited to your Demat account. To verify the credit in your Demat statement, go to Portfolio → Demat Holding/Dividend.

D. Incorrect manual entries

Incorrect manual entries in Transaction History can also cause mismatches — please review and correct them.