Step-by-Step instructions for Transfer of Shares from Own Demat to Own Demat using the CDSL Easiest Facility.

Please note that CDSL has implemented an extra authentication layer for transferring shares between your own demat accounts via the OFF-Market Transaction Type. Now, CDSL mandates linking your FROM and TO demat accounts using the BO Linking Setup feature available on the CDSL Easiest platform. After linking your From Demat and To Demat accounts under the CDSL Easiest interface, follow the steps below to transfer shares from your own Demat to your second Demat using the CDSL Easiest Facility.

To transfer shares from your own demat account to another demat account using CDSL, follow these steps:

Step-by-Step Guide

1. Choose the Transfer FROM Demat Account

On the homepage, ensure your Transfer FROM demat account is correctly selected in the marker field as shown in Screenshot 1.

2. Navigate to Transaction/Setup

From the menu toolbar, select Transaction/Setup.

3. Authenticate Off Market Transactions

You will receive a prompt: “Kindly authenticate the Off market transactions by clicking on generate OTP and enter OTP as per SEBI guidelines.” Click OK.

4. Access BULK SETUP

Select the BULK SETUP button located at the bottom left of the page, as marked in Screenshot 2.

5. Configure BULK SETUP

On the BULK SETUP page (Screenshot 3), configure these three settings using the dropdown lists and then select the + button (Add ISINs) at the bottom left. The rest of the settings are optional.

6. Add ISINs

In the Add ISINs popup box (Screenshot 4), make sure the following selections are made:

ISIN
Quantity
Reason for Trade = Transfer to own account(s)

Use the Account ISINs button (yellow) to choose the shares available in your From Demat Account. Click the OK button to confirm. Use the Add ISIN + button to add multiple ISINs for transfer.

7. Verify and Save Transaction

After adding the ISINs and quantities, select the Verify button at the bottom right corner. You will receive a prompt: “Do You Want TO Save Transaction?” Click OK.

8. Return to Homepage

You will be taken back to the homepage, where you will see a table listing the shares ready for transfer to your other Demat account.

9. Commit the Transfer

Select the shares you want to transfer and click the Commit button. You will receive an OTP to commit to the transfer. After confirming the OTP, the transfer will be sent for processing.

Follow these steps carefully to ensure a smooth transfer of shares between your own demat accounts using the CDSL platform.

Screenshot 1.

Screenshot 2

Screenshot 3

Screenshot 4