How to Transfer Shares to FYERS Demat Account - Step by Step Guide

How do I transfer shares to my FYERS Demat?

If you're moving from another broker or consolidating your holdings under FYERS, you can transfer your shares either offline using a physical form or online via the CDSL Easiest platform. Here's how both methods work.

Offline transfer to FYERS

To move shares offline from your current Demat account to FYERS:

  • Collect a Transfer-Cum-Closure Form from your existing broker.
  • Attach:
    • A filled Delivery Instruction Slip (DIS)
    • Your FYERS Client Master Report (CMR)
  • Submit the documents to your current broker after clearing any dues.
  • The transfer usually reflects within 2 working days.
  • Once processed, you’ll receive a CDSL confirmation email, and the shares will appear in the Holdings section of your FYERS dashboard.

Note: Your broker may charge a nominal fee for this transfer.

Online transfer via CDSL Easiest

You can also transfer shares electronically using CDSL’s Easiest portal:

What if…

ScenarioExplanation
I don’t have a DIS or CMRYou can request your CMR from FYERS support and obtain a DIS from your current broker.
CDSL Easiest shows an error while adding Trusted AccountEnsure you’ve entered the correct 16-digit BO ID and completed OTP/email verification.
The shares don’t reflect after transferTransfers can take up to 2 working days. Check your registered email for CDSL confirmation.

Updated on: 30 Jun 2025