Can I transfer my shares or mutual funds from an NSDL Demat account to FYERS?
Yes, you can transfer your shares or mutual fund holdings from an NSDL Demat account to your FYERS Demat account. The transfer is initiated by your current broker and requires documentation from both FYERS and your existing depository participant (DP).
Steps to transfer holdings to FYERS
- Request Client Master Report (CMR) from FYERS
Email [email protected] with your FYERS client details to get the CMR in PDF format. - Collect the Delivery Instruction Slip (DIS) from your current NSDL DP
This slip is required to initiate the off-market transfer of securities. - Submit DIS and CMR to your existing broker
They will process the transfer based on the CMR details provided.
What if...
| Scenario | Explanation |
|---|
| You don't have your FYERS CMR | Email FYERS at [email protected] and request a soft copy of your Client Master Report. |
| Your existing broker delays the transfer | Follow up with them directly. FYERS can only provide the CMR; the transfer must be executed by your current DP. |
| You have mutual funds in the NSDL account | These can be transferred if held in dematerialised form using the same DIS-CMR process. |
| You want to transfer to a new FYERS account | Ensure name and PAN match across both accounts to avoid rejections. |
Processing times and procedures may differ by broker. Always check with your current DP before starting the transfer to avoid unnecessary delays.
Last updated: 16 Jun 2025
Related Articles
How to add funds to your FYERS account using the app or web?
Adding funds to your FYERS trading account is simple and secure. You can use UPI for fast transfers via both the FYERS App and web platform. This guide walks you through each step. Steps to Add Funds via UPI Log in to your FYERS account at ...
What is the procedure for the gifting of shares/ETFs/mutual funds in FYERS?
Gifting securities is an excellent way to share your investments with friends or family. Here’s how you can gift shares, ETFs, or Mutual Funds on FYERS: If the Giftee has a FYERS Account: Initiate the Gift: Go to ‘My Account’, and navigate to ...
How long will it take for mutual fund units to show up in the Demat account on FYERS?
After you invest in a mutual fund via FYERS, your units don’t appear in the Demat account instantly. There is a settlement timeline involved, which depends on the scheme type and payment clearance. When will mutual fund units reflect? Mutual fund ...
How can I shift my existing direct mutual funds from the fund house to my FYERS account?
Yes, you can transfer your existing mutual fund units to FYERS via an offline dematerialisation process. Here's how: Quick steps to transfer mutual funds to FYERS Download the transfer form Download the Dematerialisation Request Form (DRF) below. ...
What charges apply for investing in mutual funds through FYERS?
If you're investing in mutual funds via FYERS, you're benefiting from a cost-effective platform. Most actions, including purchasing, are free of charge. However, there is one specific fee applicable at the time of redemption. Here’s a breakdown of ...