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…
| Scenario | Explanation |
|---|
| I don’t have a DIS or CMR | You can request your CMR from FYERS support and obtain a DIS from your current broker. |
| CDSL Easiest shows an error while adding Trusted Account | Ensure you’ve entered the correct 16-digit BO ID and completed OTP/email verification. |
| The shares don’t reflect after transfer | Transfers can take up to 2 working days. Check your registered email for CDSL confirmation. |
Updated on: 30 Jun 2025
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