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 →

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My EASI (New Token) and click “To Register for Easiest”.
 
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Step 2: 
Tap on To register for easiest click here option.

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Enter your 8-digit DP ID and 8-digit Client ID, then click Continue. 

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Step 3:
Enter the OTP received on your registered mobile number and email ID, then click Continue.
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Step 4:
Fill the username, set your security questions and answers, and click Continue.


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Step 5:  
You will see “Registration Successful”.  


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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.

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

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

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3. Add Trusted Account
 
Again login on CDSL web page

• Process  
 
Step 1. Go to Miscellaneous → Edit Trusted Account  
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Step 2. Click Add Trusted Account
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Step 3. Enter the BO ID (16 digit) of Target account
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    Step 4. Trusted account will be activated after DP authentication (same day EOD) and you will get PIN of Transaction.

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Note- 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.

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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.

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 Step 3:

Tick the confirmation checkbox, verify and click Commit.

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Enter the OTP received on registered mobile number and email ID along with the Transaction PIN.

Step 4:

Transaction Successfully Completed"

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

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