How to add a trusted account on CDSL Easiest?
Note: Stocks can be transferred from CDSL Easiest only to a trusted Demat account.
- To register with CDSL easiest and add a trusted account during registration, See How to register for CDSL Easiest using the 5paisa demat account?
- Up to 4 trusted accounts can be mapped at a time. If a new account needs to be added, an existing account that is mapped has to be deleted. Deletion requests are approved within 24 working hours.
To add a trusted account on CDSL Easiest follow these steps:
- Log in to web.cdslindia.com/myeasitoken/home/login.
- Click on Miscellaneous and then Edit Trusted Account.
Click on Add Trusted Account and enter the
16-Digit CDSL BO ID where stocks must be transferred.
If the trusted account is
a 5paisa account, the BO ID can be viewed on Console, see What are DP name, DP ID, BO ID
and Demat ID?
Securities, once
transferred to the incorrect BO ID, cannot be reversed, similar to a fund
transfer to a wrong bank.
The trusted account will be approved within 24
working hours, after which the stocks can be transferred.
Did
you know? If shares are being transferred from another CDSL
DP to 5paisa, clients must log in to web.cdslindia.com/myeasitoken/home/login with their existing broker
details and add the 5paisa account as the trusted account. Joint and non-individual
account holders must courier the pre-filled Trusted Account Form with the
transferor and transferee’s signature to 5paisa register address
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