Upload your CASA Consolidated Account Statement (CAS) is one document that captures the details of transanctions and investments across mutual funds that an investor might have. here and get a complete review of all your investments. we offer an in-depth analysis of your investments and suggest the right action to grow your money.
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Generate your CASA Consolidated Account Statement (CAS) is one document that captures the details of transanctions and investments across mutual funds that an investor might have. and upload it here
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1
We’ll now direct you to a secure RTA website, where you can generate a statement.
2
In the options there, select ‘Detailed Statement’, ‘Specific Time Period’ and enter the ‘to and from date’. Fill in the other details, and a PDF will be emailed to you.
3
Get the PDF from your inbox, and come back here to upload it.
