Overview
CDSL OTP Fetch retrieves eCAS (electronic Consolidated Account Statement) PDF files directly from CDSL’s CAS portal (https://www.cdslindia.com/cas/) via OTP authentication.
What you get:
- Download URLs for up to 6 monthly eCAS PDFs
- All holdings: Demat + Non-Demat assets (stocks, bonds, mutual funds, AIFs, etc.)
- Cross-depository: Includes holdings from both CDSL and NSDL accounts
- No manual portal login required
Critical: CDSL eCAS statements are not limited to CDSL demat accounts. They contain a consolidated view of all holdings across both CDSL and NSDL depositories, including both demat and non-demat assets. Similarly, NSDL eCAS also contains holdings from both depositories.
- PAN number
- CDSL BO ID (16-digit Client ID)
- Date of birth
- At least one CDSL demat account (required to access CDSL CAS portal)
Portal access requirement: Only users with at least one CDSL demat account can access the CDSL CAS portal. NSDL does not have an equivalent OTP-based fetch portal yet.
Two-step flow
Step 1: Request OTP
import requests
response = requests.post(
"https://api.casparser.in/v4/cdsl/fetch",
headers={"x-api-key": "YOUR_API_KEY"},
json={
"pan": "ABCDE1234F",
"bo_id": "1234567890123456", # 16-digit CDSL BO ID
"dob": "1990-01-15" # YYYY-MM-DD format
},
timeout=50 # Captcha solving takes ~15-20 seconds
)
data = response.json()
session_id = data["session_id"]
# User receives OTP on registered mobile
Step 1 takes 15-20 seconds due to automated captcha solving. Set your timeout accordingly.
Step 2: Verify OTP and get PDF URLs
# User provides OTP from their phone
otp = "123456"
response = requests.post(
f"https://api.casparser.in/v4/cdsl/fetch/{session_id}/verify",
headers={"x-api-key": "YOUR_API_KEY"},
json={
"otp": otp,
"num_periods": 6 # Number of monthly statements (default: 6)
}
)
data = response.json()
# Response includes array of PDF download URLs
# {
# "status": "success",
# "msg": "Fetched 6 CAS files",
# "files": [
# {
# "filename": "CDSL_CAS_1234567890123456_NOV2025.pdf",
# "url": "https://cdn.casparser.in/cdsl-cas/session-id/CDSL_CAS_1234567890123456_NOV2025.pdf"
# },
# ...
# ]
# }
Full example
import requests
import time
API_KEY = "YOUR_API_KEY"
def fetch_cdsl_cas_files(pan: str, bo_id: str, dob: str, otp_callback):
"""
Fetch CDSL CAS PDF files via OTP.
Args:
pan: PAN number
bo_id: 16-digit CDSL BO ID (Client ID)
dob: Date of birth (YYYY-MM-DD)
otp_callback: A function that prompts user for OTP and returns it
Returns:
List of PDF download URLs
"""
# Step 1: Request OTP
response = requests.post(
"https://api.casparser.in/v4/cdsl/fetch",
headers={"x-api-key": API_KEY},
json={"pan": pan, "bo_id": bo_id, "dob": dob},
timeout=50
)
data = response.json()
if data.get("status") != "success":
raise Exception(f"Failed to request OTP: {data.get('msg')}")
session_id = data["session_id"]
# User receives OTP on their registered mobile
otp = otp_callback() # Your UI prompts user for OTP
# Step 2: Verify OTP and get PDF URLs
response = requests.post(
f"https://api.casparser.in/v4/cdsl/fetch/{session_id}/verify",
headers={"x-api-key": API_KEY},
json={"otp": otp, "num_periods": 6}
)
result = response.json()
# Now parse each PDF file
parsed_files = []
for file in result.get("files", []):
parse_response = requests.post(
"https://api.casparser.in/v4/smart/parse",
headers={"x-api-key": API_KEY},
json={"pdf_url": file["url"], "password": pan}
)
parsed_files.append(parse_response.json())
return parsed_files
# Usage
def prompt_otp():
return input("Enter OTP received on your phone: ")
cas_files = fetch_cdsl_cas_files(
pan="ABCDE1234F",
bo_id="1234567890123456",
dob="1990-01-15",
otp_callback=prompt_otp
)
# Process each CAS file
for cas_data in cas_files:
print(f"Total Value: ₹{cas_data['summary']['total_value']:,.2f}")
{
"status": "success",
"msg": "Fetched 6 CAS files",
"files": [
{
"filename": "CDSL_CAS_1234567890123456_NOV2025.pdf",
"url": "https://cdn.casparser.in/cdsl-cas/session-id/CDSL_CAS_1234567890123456_NOV2025.pdf"
},
{
"filename": "CDSL_CAS_1234567890123456_OCT2025.pdf",
"url": "https://cdn.casparser.in/cdsl-cas/session-id/CDSL_CAS_1234567890123456_OCT2025.pdf"
}
]
}
The response contains download URLs only. To get parsed data, pass each URL to /v4/smart/parse with pdf_url parameter.
Credit usage
| Step | Credits |
|---|
| Request OTP (Step 1) | 0 |
| Verify OTP (Step 2) | 0.5 |
You’re only charged when Step 2 succeeds. Failed OTP attempts are not charged.
Error handling
| Error | Cause | Solution |
|---|
Invalid PAN format | PAN doesn’t match pattern | Validate PAN: [A-Z]{5}[0-9]{4}[A-Z] |
No CDSL account found | PAN not registered with CDSL | User doesn’t have CDSL BO ID (may only use NSDL) |
OTP expired | OTP older than 5 minutes | Request new OTP (repeat Step 1) |
Invalid OTP | Wrong OTP entered | Ask user to re-enter |
Using with Portfolio Connect SDK
<PortfolioConnect
accessToken="at_xxx"
modes={["upload", "cdsl_fetch"]} // Enable CDSL OTP fetch
onSuccess={(data) => console.log(data)}
/>
Next steps
