Share Transfer Process (Intra-depository) CDSL.

You can transfer your demetallize shares from one CDSL Demat Account to another Demat account through the Easiest. Need to follow the following steps.

First of all, login to the CDSL Easi portal through the link. https://web.cdslindia.com/myeasi/Registration/EasiRegistration 

You can do the Easi registration on a real-time basis.

· Enter 16-digit BOID (Demat A/C No.) as login name 

· Enter complete PAN (in caps on) and first four digits of the date of birth. (PAN + DDMM) as password 

· Click on “Continue”.

· Enter the OTP [one time password] received by you on your Registered Mobile no. & E-mail.

Now you setup your login id (Username & Password) for further login.

If you have more than one CDSL Demat account you can group both of it.

Now Your CDSL easi registered registration completed. 

On completion of the registration process, the system will ask to change the password.

Once your Easi has been registered now need to select the option ‘Upgrade BO ID to easiest’, in your easi account login. However, you may have to check with your DP if they have subscribed for the easiest facility.

 easiest, not only provides all the benefits of easi, but also gives a BO/CM the convenience of executing sell instructions from their demat account, over the internet, anytime anywhere.

Once you request to upgrade for Easiest you will get a trusted account pin account or choice digital, just click on trusted account PIN.  And submit. 

Now you will get the OTP on your registered Mobile no. just put the correct OTP and click on OK. 

Now your Easiest up-gradation is complete.  Once your DP authenticates the request you will receive PIN /eToken (digital signature) as per the option selected. On receipt of PIN /eToken (digital signature), you would be able to transfer securities from your Demat account through easiest. After requesting upgradation, DP take normally 24-48 for authentication.

Once your DP authenticates your Easiest account. Now, you can transfer your shares to a trusted account by adding in your easiest. Max 4 trusted accounts can be added. Need to follow the steps.

First Click on miscellaneous and follow edit Trusted Account.

Now Click on Edit Trusted Account. 

Now submit the Trusted BOid whom you will transfer the shares .

Now it pending for authentication once your DP authenticates this trusted Account you may transfer your shares from your Demat to another trusted Demat account. 

To authenticate your trusted account normally DP takes 12-24 hours and you will get confirmation mail from DP.

Once your trusted Account authentication is done by your DP. Now you can transfer your shares from your Demat account to another Demat Account.

Click on transaction and follow Setup.

Click On Bulk Setup.

Now select Execution Date Counter BO Id and click on + sign and follow account ISIN.

Now click on the ISIN no. of the shares you willing to transfer. 

Submit all the details Quantity, consideration amount reason for trade, and payment mode, and Click on OK.

Now Click on Submit .

After that click once on the transaction TAB and follow the setup. Now commit the transaction and submit the OTP received on SMS & mail.

Now Enter the 8 digit alphanumeric pin you have received on your registered mail at the time of upgrading Easiest. 

Now your share transfer process is completed. Once shares debit from your account you may check on the CDSL Easi application. The buyer will receive the mail once shares credit in their Demat Account.