CDSL easiest Online Registration Procedure

The procedure for registration for easiest is as follows:

PROCEDURE FOR EASIEST REGISTRATION FOR SOLE HOLDER BO:

Sole holder BO, who wishes to register for easiest facility will have to click on “Easi User’ link
available on the CDSL homepage- www.cdslindia.com

1. For registration, Sole holder BO should enter his/her Demat Account Number, i.e. 16
digits consisting of 08 digits - DP ID and 08 digits -Client ID and characters and click on
submit.

2. OTP will be received on the CDSL registered mobile no. [registered for SMS alert]. In case
of NRI OTP will be received on the CDSL registered email id.

3. The BO will be required to enter the preferred user name, phone no., security question

4. Select the type of transfer i.e. Trusted account transfer / Account of Choice transfer.
(Preferably select the type of transfer as "Trusted account transfer" because for Account of
Choice transfer, the BO has to submit physical registration form to DP and a Digital
Signature Certificate has to be procured).

5. In case of trusted account transfer, User will be required to enter the trusted account
holders demat account nos. of the BO’s choice [any four CDSL demat accounts], wherein the
BO wishes to transfer the securities.

6. If the BO wishes to group any of his other demat account/s, BO has the option to do so at
the time of registration also.

7. At the end of the registration, in case of Account of choice User, message will be available
to the User “Registration request forwarded to the DP for authentication”

8. In case of trusted account registration two message will be available to the BO at the end
of the registration “Registration request forwarded to the DP for authentication” and “Duly
signed trusted account holders forms to be submitted to the DP for authentication of
trusted account holders” and only trusted account declaration form and/or grouping form
[if any account is grouped during registration] will be available to the BO for download.

9. Once the DP authenticates the easiest registration of such sole holder BO and when the
user is logging to his/her easiest account facility for the first time, system will generate and
send an OTP on registered mobile and registered email id incase of NRI, the user will be
prompted to enter the OTP at first time login.

10. Further, in case of existing easi user, an OTP will be sent to the user, when the user is
upgrading, users easi login to easiest . The procedure of sending the OTP will be on the
same lines as mentioned above.
PROCEDURE FOR EASIEST REGISTRATION FOR JOINT DEMAT ACCOUNT HOLDERS:

The above procedure will be the same except that the User will be required to submit
physical copy of duly signed easiest Registration Form (which will be generated online) to
the DP.

Screen-Shot of Online Registration is provided below:

Click here for

online
registration

Click here for

Easiest
Registration
 Fill up & complete all
the required details

If you are already

registered for easi you
Click here to add can upgrade to easiest
Trusted Account
Add Trusted BO as:
1301440000000066