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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 can I register for CDSL Easiest using my 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.

To add a trusted account on CDSL Easiest follow these steps:

  1. Log in to CDSL Easiest by visiting web.cdslindia.com/myeasi/home/login . Click on Miscellaneous and then Edit Trusted Account.

  2. Click on Add Trusted Account and Enter the 16-Digit BO ID where stocks need to be transferred. To know the BO ID, see What is my BO ID? Ensure that the BO ID entered is correct. Securities once transferred to the incorrect BO ID cannot be reversed, similar to a fund transfer to a wrong bank account.

  3. The Trusted Account will be approved within 24 working hours, after which the stocks can be transferred.