You can register for CDSL Easiest online if you have an individual demat account. If you have a non-individual account, you need to courier the physical registration form to Zerodha's office.
Follow these steps to register for CDSL Easiest:
- Visit web.cdslindia.com/myeasitoken/Home/EasiestRegistration.
- Click on the Click here button next to To Register for Easiest!
-
Demat details:
Enter the
8-digit DP ID followed by the 8-digit demat client ID or BO ID
and click on
Continue.
- Enter the OTP you received on your registered mobile number or email and click on Continue.
- Account details: In the account details section, enter the preferred username, answer the security question, select the Trusted Account checkbox and click on Continue.
Account types
- Trusted account transfer: Trusted accounts are those demat accounts where a client wants to transfer their securities through easiest. Trusted account transfer permits the transfer of securities from one client to another. Account holders (Beneficiary Owners) can transfer the securities to four CDSL demat accounts of their own choice, which have been added as trusted accounts. Transactions through the trusted account option can be set up and have to be approved by an additional PIN, which will be emailed to the BO separately. If the BO opts for the trusted account option, they will receive two separate emails with two separate passwords, one for accessing the easiest login and the second for the PIN for authorising their transactions.
- Account of choice transfer: Account of choice transfer permits the transfer of securities from one account holder (BO) account to another demat account. Transactions are authenticated through a Digital Signature Certificate (DSC) (e-token), which the BO has to obtain from any of the Registered Authority (RA). The BO will have to submit the easiest registration form signed by all the holders (not applicable for sole holders) and the other Registering Authority (RA) form for mapping the digital signature (e-token) to the DP for authentication. Transfers can be done across the depositories, i.e, CDSL to CDSL and CDSL to NSDL.
Activation
After you complete registration, Zerodha will authenticate your details, and CDSL will activate Easiest for your BO ID. The activation process takes up to 48 working hours. You need to add a beneficiary on CDSL to transfer securities. Once the beneficiary is added, you can transfer shares from your Zerodha demat account to other CDSL demat accounts using CDSL Easiest.