How to upgrade from Myeasi to Myeasiest?
- Log in to Myeasi by visiting https://web.cdslindia.com/myeasinew/home/login
- Under the Miscellaneous tab, click on ‘Upgrade BOID to Easiest’.
- Select ‘Trusted Account (PIN)’ as the Account Type, agree to the terms and conditions and click on submit.
- Enter the Trusted BOID of the demat account to which you want to transfer the securities and click on submit. To know How to add a Trusted account. See, How to add/ delete/ update a trusted account on CDSL easiest? And to know what BO ID is. Check, What are DP ID, DP name, BO ID, and Demat ID?
- After this, an upgrade request is sent to ATS and once we authenticate the request, the BO ID will be activated for easiest instantly.
The difference between MyEasi (Electronic Access to Securities Information) and MyEasiest (Electronic Access to Securities Information and Execution of Secured Transactions) is that MyEasi only allows Demat account holders to view their demat account details, while MyEasiest allows demat account holders to submit off-market instructions and transfer shares from one demat to another. The demat account holder need not submit a DIS to their depository participant (broker) for the transaction if done through the Easiest portal. See, How to transfer shares from ATS demat account through easiest?