Transferring Shares via CDSL Easiest on FYERS: Step-by-Step Guide

How to transfer shares using CDSL Easiest via FYERS?

If you wish to transfer shares from your FYERS Demat account to another Demat account, you can conveniently do it using the CDSL Easiest portal. This feature enables off-market share transfers online with your CDSL credentials and doesn’t require physical slips or branch visits.

Step-by-step instructions to transfer shares via CDSL Easiest

1. Login to CDSL Easiest

2. Set up the transaction

  • Go to the ‘Transaction’ tab and select ‘Setup’
  • Click ‘Bulk Setup’, then choose ‘Transaction’
  • Enter the execution date and the BO ID (Beneficiary Owner ID) of the receiving Demat account

3. Select ISIN and quantity

  • Search for and add the ISINs of the stocks you want to transfer
  • Enter the quantity to be transferred
  • From the dropdown, select the reason for transfer (e.g., Gift, Family, Self)

4. Verify and commit the request

  • Click ‘Submit’, then ‘Verify’ to review your transaction
  • Leave the exchange and market type fields blank for off-market transfers
  • Click ‘Commit’ to finalize the request
  • Enter the OTP sent to your registered mobile/email
  • Input your CDSL Easiest PIN (an 8-digit alphanumeric code received during registration)

5. Track the status

Once submitted, your transfer request will be processed by your Depository Participant (FYERS). You can log in again to CDSL Easiest to monitor the status of the request.



What If...

ScenarioExplanation
I forgot my CDSL Easiest PINCheck your email for the original PIN or contact CDSL for a reset.
I don’t see the shares in CDSLEnsure the shares are in your Demat account and not under pledge or settlement.
I enter an incorrect BO IDThe transfer will be rejected. Double-check the 16-digit BO ID of the recipient account.

Last updated: 30 Jun 2025

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