What is easi?

easi (electronic access to securities information) is a convenient, easy to operate internet based facility, which allows registered Beneficial Owners (BOs) & Clearing Members (CMs) to access their demat account through the internet to check the details of their holdings and/or transactions,anytime anywhere, through CDSL’s website www.cdslindia.com.

What are the benefits of easi to Demat Account Holder / ( Beneficial Owner )BOs?

1. Viewing and printing details of holdings and/or transactions for last 7 days in their account.
2. Viewing and printing the valuation of holdings in their demat account based on the previous day’s closing price on BSE.
3. Viewing multiple demat accounts through a single login id.
4. Monitoring corporate announcements related to the securities, held in their demat account. A BO also has the additional option to add upto 25 ISINs not held in their demat account, but wishes to monitor corporate announcements for such ISINs.

What is easiest?

CDSL’s internet based facility easiest (electronic access to securities information and execution of secured transactions) , permits BOs / CMs to submit off-market, on-market, inter-depository and early pay-in debit instructions from their demat account. Moreover, all the facilities and benefits of easi are automatically made available to a subscriber of easiest.

What are the different types of account transfers available on easiest?

There are two types of account transfers available on easiest:

1. Trusted account - Transfers : permits transfer of securities from a BO account to any 4 CDSL demat accounts of the BOs choice , which have been pre-notified by the BO.
2. Account of choice - Transfers: Permits transfer of securities from a BO account to any other demat account including the CM settlement accounts. All the on-market, off-market, early-payin and interdepository transactions are authenticated by means of a digital signature. The digital signature should be obtained from any of the RA (Registering Authority) of TCS (Tata Consultancy Services). CDSL being one of the RAs of TCS also provides Digital Signature at a cost. CMs would be able to register for the account of choice option only for submitting transactions on easiest.
   
   

Why should I subscribe /register for the easiest?

easiest , not only provides all the benefits of easi, but also gives a BO/CM the convenience of executing debit/credit instructions from their demat account, over the internet, anytime anywhere.

Does a BO/CM still need to submit instruction slip(s) to the DP when executing transaction(s) on easiest?

No. A BO/CM who submits instruction(s) through easiest need not give any instruction slip(s) to their DP.

If I am registered for easi, can I register for easiest?

Yes, you can by selecting the option ‘Upgrade BO ID to easiest’, in your easi account login.

Can a BO/CM submit multiple transactions through easiest?

Yes. The easiest upload facility enables a CM/BO to submit multiple transactions in a single file.

Who can avail of the upload facility?

All BOs or CMs who have opted for the account of choice login only, in easiest can avail of this facility. A BO or CM would have to approach their DP to have their upload rights activated.

Can I monitor corporate announcements for the shares in my demat account through my easiest login?

Yes, you can monitor corporate announcements for the securities held in your demat account through your easiest login. You can also add ISINs not held in your demat account, but wish to monitor corporate announcements for such ISINs.

How to Register for Easi and Easiest Facility of CDSL Demat Account Holder?

NEW REGISTRATION PROCEDURE FOR “easiest" FACILITY FOR INDIVIDUAL SOLE HOLDERs

Currently for easiest registration, the BO( Demat Account Holder / Beneficial Owener ) has to submit the duly signed easiest registration form in physical after completion of the easiest registration to the Depository Participant [DP] with whom he /she holds the demat account. In case if the BO has opted for trusted account transfer and has grouped the trusted account, the BO is also required to submit the duly signed [by both BO and trusted account holder] trusted account declaration form along with his easiest registration form to the DP.

CDSL is now pleased to inform a revised procedure for online registration of easiest applicable for sole holder BOs [Individual/NRI]. This procedure will allow the Sole holder BO to register for easiest facility without the need for submitting the easiest registration form (physical copy) to the DP.

PROCEDURE FOR REGISTRATION FOR SOLE HOLDER BO:

Sole holder BO, who wishes to register for easiest facility will have to click on “Easi User’ link available on the CDSL homepage- www.cdslindia.com

1. For registration, Sole holder BO should enter his Demat Account Number, i.e. 16 digits consisting of 08 digits - DP ID and 08 digits -Client ID and characters and click on submit.
2. OTP will be received on the CDSL registered mobile no. [registered for SMS alert]. In case of NRI OTP will be received on the CDSL registered email id.
3. The BO will be required to enter the preferred user name, phone no., security question
4. Select the type of transfer i.e. Trusted account transfer / Account of Choice transfer.
5. In case of trusted account transfer, User will be required to enter the trusted account holders demat account nos. of the BO’s choice [any four CDSL demat account], wherein the BO wishes to transfer the securities.
6. If the BO wishes to group any of his other demat account/s, BO has the option to do so at the time of registration also.
7. At the end of the registration, in case of Account of choice User, message will be available to the User “Registration request forwarded to the DP for authentication”
8. In case of trusted account registration two message will be available to the BO at the end of the registration “Registration request forwarded to the DP for authentication” and “Duly signed trusted account holders forms to be submitted to the DP for authentication of trusted account holders” and only trusted account declaration form and/or grouping form [if any account is grouped during registration] will be available to the BO for download.
9. Once the DP authenticates the easiest registration of such sole holder BO and when the user is logging to his/her easiest account facility for the first time, system will generate and send an OTP on registered mobile and registered email id incase of NRI, the user will be prompted to enter the OTP at first time login.
10. Further, in case of existing easi user, an OTP will be sent to the user, when the user is upgrading, users easi login to easiest . The procedure of sending the OTP will be on the same lines as mentioned above.

In case of joint demat account holders, CMs and CBOs existing procedure of easiest registration procedure will continue, wherein the User will be required to submit the easiest registration procedure along with the supporting documents.

PROCEDURE TO BE FOLLOWED BY THE DP FOR AUTHENTICATION OF EASIEST SOLE HOLDER BO:

A consolidated email of all registrations of easiest trusted account and account of choice
requests of sole holder for the day will be sent to the DP twice a day (one at 4.00 p.m. and one at EOD, consolidated list for the day ) by the CDSL.

All such requests will be available to the DP in the option Authenticate easiest users, select by Entity type option sole holder for authentication. DPs will authenticate the sole holder BO’s easiest request.

If recipient trusted account holders have been incorporated then a authentication of registration of recipient trusted demat accounts should be done by DPs only after receipt of duly signed registration forms from trusted account holder.