How to transfer stocks using CDSL Easiest?

How to transfer stocks using CDSL Easiest?

CDSL Easiest – Online Stock Transfer Process

 1. Easiest Registration Process

Step 1:
Visit the CDSL website: https://www.cdslindia.com  
Navigate to Login →


   * My EASI (New Token) and click “To Register for Easiest”.

    
 

Step 2: 
Tap on To register for easiest click here option.
             
   
  Enter your 8-digit DP ID and 8-digit Client ID, then click Continue. 
             
Step 3:

Enter the OTP received on your registered mobile number and email ID, then click Continue.
    
Step 4:
Fill the username, set your security questions and answers, and click Continue.
                
Step 5:  
You will see “Registration Successful”.  

                                  


Info
After DP authentication, your Login ID and Password will be sent to your registered email.


"After DP activated your Registration, You can Login your account."
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 2. BO Linking Process
 
Again login on CDSL web page.

Step 1:
Go to Miscellaneous → BO Linking.

            
   
 Step 2:
 Enter Target CDSL DP ID and PAN Number, then click Submit.


              

       
Notes
Note- BO linking process link receive on  registered Mail and Mobile Number and fill the own DP details. 

---

3. Add Trusted Account
 
 Again login on CDSL web page

 • Process  
   Step 1. Go to Miscellaneous → Edit Trusted Account  

            



Step 2. Click Add Trusted Account
            


Step 3. Enter the BO ID (16 digit) of Target account
         
 
    Step 4. Trusted account will be activated after DP authentication (same day EOD) and you will get PIN of Transaction.
 
              


InfoNote- Trusted account will be activated after DP authentication (same day EOD) and you will get PIN of Transaction.


4. Stock Transfer Process (CDSL Easiest – Bulk Setup)

Step 1:

    Login to the CDSL website.

    Go to Transactions.

     Select Setup.

     Scroll down and click on Bulk Setup.


         
Step 2:

          In the Bulk Setup window, select and enter:

          Execution Date

          Counter BOID

          Entity Identifier – NA 

          Click on the “+” (Add) icon.

            



          Enter the ISIN details and click OK then verify and submit.
               
    
 Step 3:
​
Tick the confirmation checkbox, verify and click Commit.
               
 Enter the OTP received on registered mobile number and email ID along with the Transaction PIN.

 Step 4:

 “Transaction Successfully Completed"
            

InfoNote: DP authentication will be completed by End of Day (EOD).

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