How to transfer shares to your FYERS Demat Account?
How to transfer shares to your FYERS Demat Account?
If you're moving from another broker or want to consolidate your holdings under FYERS, you can transfer your shares easily either online using CDSL EASIEST or offline using a physical form. Here's how to proceed with both options.
Offline Share Transfer to FYERS
To transfer shares offline from your existing Demat account to FYERS:
- Collect and fill the Transfer-Cum-Closure Form from your current broker.
- Attach a Delivery Instruction Slip (DIS) and your FYERS Client Master Report (CMR).
- Submit the documents to your existing broker after clearing any pending dues.
- The transfer is generally processed within 2 working days.
- Once completed, you'll receive a CDSL confirmation email, and the shares will appear under the ‘Holdings’ section in your FYERS dashboard.
Note: Your broker may charge a nominal fee for the transfer.
Online Share Transfer via CDSL EASIEST
You can also transfer shares electronically using CDSL’s EASIEST platform:
What If...
| Scenario | Explanation |
|---|
| I don't have access to DIS or CMR | You can request your CMR from FYERS support and DIS from your current broker. |
| I face an error in CDSL EASIEST while adding trusted account | Ensure you enter the correct 16-digit BO ID and validate your email/OTP correctly. |
| The shares don’t reflect after transfer | It may take up to 2 working days. Check your registered email for CDSL confirmation. |
Last updated: 30 Jun 2025
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