How to transfer shares from ATS demat account through easiest?

• Log in to CDSL easiest and select ‘Setup’ on the Transaction Tab.
• Click on the bulk setup option.
• Under the ‘Transaction’ tab, enter the execution date (today’s date) and select the Counter BOID (the account to which to want to transfer the shares). See,How to add/ delete/ update a trusted account on CDSL easiest? Select ‘NA’ from the drop-down in the Entity Identifier.

• Now, under ISIN details, click on ‘+’ icon and go to Account ISIN’s. You can see the list of all the holdings. Select the ISIN that you want to transfer, enter the quantity, and select the reason for trade.

  NOTE: If your off-market transfer is not a gift or self-transfer and involves consideration, you will need to pay the stamp duty charges to CDSL before making the transfer as per the applicable rate. (PDF)

• You can see the list of shares that you have added for transfer. Now, click on the ‘Verify’ button
• After verifying, you will get a message containing your Transaction ID. Click on OK.

• Select all the shares and click on the ‘Commit’ button and enter the OTP received on your registered mobile number and email address.
• Enter your CDSL Easiest Pin. This is the pin that you received on your registered mail id at the time of registering on CDSL easiest.

• After this, your process of share transfer is completed.

This request will now be sent to us for confirmation. Upon confirmation, the request will be approved and the transfer will be done. This process will usually take 2 - 3 business days.

POINTS TO BE NOTED

• Please note down the average buy price of the shares that you want to transfer in advance. Because CDSL does not maintain records of the buy price of the shares. Therefore, when you transfer the shares from ATS to a new broker, that new broker has no clue about your buy price. So, to update the buy price on your new broker’s portal, you need to communicate this buy price with your new broker.

• To avoid rejection of share transfer, do not sell shares that are being transferred before the approval of easiest transaction. The share transfer will also be rejected if the balance in the trading account is negative.

• The charges to transfer shares in an off-market transaction are 0.03% of the transfer value or ₹25 per ISIN, whichever is higher, plus 18% GST. Check the charges pagefor more details