How to add a trusted account on CDSL Easiest?
- 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 Zerodha 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.
- The below process can only be followed to add CDSL demat accounts as trusted accounts. To transfer shares to an NSDL account, see How to transfer shares from Zerodha to NSDL demat account via CDSL Easiest?
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 Zerodha 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 Zerodha, clients must log in to web.cdslindia.com/myeasitoken/home/login with their existing broker details and add the Zerodha account as the trusted account.
-
Joint and non-individual account holders must courier the prefilled Truted Account Form with the transferor and transferee’s signature to:
Zerodha Customer Support Centre,
680, Fortuna 1, 15th Cross Road,
8th Main Road, 2nd Phase, J. P. Nagar,
Bengaluru, Karnataka, 560078
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