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29 August 2017
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What is easi, easiest facility to monitor and transact through Demat Account and How to register?

  • How to register to easi/easiest account?
  • What is the use of easi/easiest account?
  • How can we protect PoA through easi/easiest account?

What is easi?

Electronic access to securities information( easi) is a convenient, easy to operate internet based facility, which allows Demat Account Holder (also called registered Beneficial Owners (BOs)) to access their Demat account directly from the website of CDSL (www.cdslindia.com), anytime anywhere, avoiding back office of Depository Participant, through which you would have opened your Demat Account.

What is easiest?

Electronic access to securities information and execution of secured transactions(easiest), permits Demat Account holders to submit freeze, unfreeze, off-market, on-market, inter-depository and early pay-in debit instructions from their demat account. All the facilities and benefits of easi are automatically made available to a subscriber of easiest.

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

  1. Freeze and unfreeze holding in part or full or even part quantity of particular Scrip/ISIN. By this, even after giving PoA to Stock Broker, you can make sure that PoA cannot be misused, as ISIN can be frozen and you may unfreeze when you want to sale particular scrip and quantity. By this process, you can make PoA inactive for whatever period, you would like. ( not available in easi)
  2. Viewing and printing of holdings and/or transactions for last 30 days in their account. (no restriction in easiest for number of days)
  3. Viewing and printing the valuation of holdings in their demat account based on the previous day’s closing price on BSE.
  4. Viewing multiple demat accounts through a single login id.
  5. Monitoring corporate announcements related to the securities, held in their demat account. A BO also has the additional option to add up to 25 ISINs not held in their demat account, but wishes to monitor corporate announcements for such ISINs.
  6. Transfer to other BO/ Demat account. ( only in 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 transfers of securities from a BO/Demat Account Holder account to any 4 CDSL demat accounts of the BOs choice, which have been pre-notified by the BO/Demat Account Holder.
  2. Account of choice - Transfers: Permits transfers of securities from a BO/Demat account holder’s account to any other demat account. All the on-market, off-market, early pay-in and inter depository 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.

PROCEDURE FOR REGISTRATION EASIEST FACILITY OF CDSL DEMAT ACCOUNT HOLDER

Sole holder BO/Demat Account holder, who wishes to register for easiest facility, will have to click on To “Register for Easiest” link available on the CDSL loginpage-


web.cdslindia.com/myeasi/Home/Login
Sign In Easi/Easiest

 

  1. For registration, Sole holder BO/Demat Account Holder should enter his 08 digits - DP ID and 08 digits- Client ID and click in the check box & then click on Next.

    Easiest Registration Step 1
  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. Then submit the OTP and click on Next.

    Easiest Registration  Step 2
  3. The BO/Demat Account Holder will be required to enter the preferred user name, security question & answer & Select the type of transfer i.e. trusted account transfer/Account of Choice transfer.

    Easiest Registration  Step 3
    • In case of trusted account transfer, User will be required to enter the trusted account holders demat account no. of the BO’s/Demat Account Holder’s choice [any four CDSL demat account], wherein the BO wishes to transfer the securities.

    • If the BO wishes to group any of his other demat account/s, BO/Demat Account Holder has the option to do so at the time of registration also.

  4. 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” Easiest Registration  Step 4 In case of trusted account registration two message will be available to the BO/Demat Account holder 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.

  5. Once the DP authenticates the easiest registration of such sole holder BO/Demat Account Holder 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.

Why should I subscribe /register for the easiest?

Easiest, not only provides all the benefits of easi, but also gives a BO/Demat Account Holder the convenience of executing debit/credit instructions from their demat account, over the internet, anytime anywhere. Biggest advantage of easiest is to Freeze and unfreeze holding in part or full or even part quantity of particular Scrip/ISIN. By this, even after giving PoA to Stock Broker/ relatives, you can make sure that PoA cannot be misused, as ISIN can be frozen and you may unfreeze when you want to sale/ transfer particular scrip and quantity. By this process, you can make PoA inactive for whatever period, you would like. ( not available in easi)

Do a BO/ Demat Account Holder still need to submit instruction slip(s) to the DP when executing transaction(s) on easiest?

No. A BO 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 BOID to easiest’, in your easi account login.

Can a BO/Demat Account Holder submit multiple transactions through easiest?

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

Who can avail of the upload facility?

All BOs/Demat Account Holders who have opted for the account of choice login only, in easiest can avail of this facility. A BO/Demat Account Holder 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.

Additional Links:

  • How to use easi/easiest for Demat Account of CDSL?

  • Why Stock Brokers ask for Power of Attorney (PoA) of Demat Account?

  • How to avoid misuse of Power of Attorney (PoA) by Stock Broker/ Brokerages or relatives?



S P Toshniwal
Founder and CEO
www.prostocks.com

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Comments (5)

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  • Guest - Neha Varma

    about 3 years ago

    A good blog. Easi is a useful facility for demat account holders. The facilities like viewing multiple accounts with a single login id is really good. CDSL’s easiest internet facility has many functions and advantages. To trade online you can go for Tradebulls. It offers demat and online trading account.

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  • Guest - suhasini

    about 6 months ago

    Hi All,

    On 18th June 2020 i have submitted for Upgrade BOID To Easiest BO ID: 1208160008674558 till date it is Status: Pending For Authentication, requesting for approval.

    Regards
    Suhasini
    9849321515

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  • Guest - Pankaj Dewan

    about 6 months ago

    Does prostocks offer Easiest?
    Is it possible to open a trading and demat account with prostocks without signing a Power of Attorney?

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  • Team ProStocks

    Guest - Pankaj Dewan
    about 2 months ago

    Yes, we provide Easiest and you can open Trading & Demat Account with POA, Nomination & Modification, it is optional.
    We also provide E-DIS which means Electronic Delivery Instruction Slip with this you can debit shares from your demat account and execute sell transactions without submitting Physical delivery instruction slip or POA to your broker.
    Please read below FAQ to know about E-DIS Facility.
    https://www.prostocks.com/faq/14-trading/221-what-is-e-dis.html

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  • Guest - Shailesh Sharad Naik

    about 1 week ago

    Suppose I have two DEMAT account (both with CDSL) for which one is with Zerodha and other is HDFC Securities, I have added my DEMAT account (one with HDFC Securities) to EASIEST login as Trusted account (Status shown as Pending Authentication) and added the same account using Edit Grouping. I have following queries.
    1. How to view HOLDINGS in DEMAT (one with HDFC Securities) as by default, EASIEST is showing Zerodha details.
    2. How to transfer shares between Zerodha to HDFC Securities. (As mentioned earlier, this account is added as Trusted Account however status is shown as Pending Authentication)

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