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How to add a trusted account on CDSL Easiest?

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

  1. Log in to Click on Miscellaneous and then Edit Trusted Account.

  2. 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

  3. 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 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:

    153/154, 4th Cross, J.P Nagar 4th Phase,
    Opp. Clarence Public School,
    Bengaluru - 560078