How to Transfer Shares From Another Demat Account to Dhan?

Last Updated: Jul 16, 2024 Value Broking 2 Mins 1.3K
transfer shares from another demat account to dhan

Here’s a step-by-step guide on transferring your shares from your current broker to the Dhan platform :

Steps to transfer shares from another Demat account to Dhan

StepsDescription
1Log in to CDSL Easiest
2Choose ‘Setup’ from the ‘Transaction’ area.
3Click on ‘Bulk Setup’.
4Choose ‘Transaction,’ and enter the beneficiary owner ID  with the execution date. 
5Click Account ISINs to view the ISIN data. Click ‘Submit.’ Confirm your request.
6Select ‘Verify.’ and ‘Commit’.
7Type in the CDSL Easiest PIN.

How do I transfer shares from another Demat account to Dhan?

Step 1:  Log in to CDSL Easiest on the website.

dhan login easiest cdsl

Step 2:  Choose ‘Setup’ after logging in from the ‘Transaction’ area.

dhan click setup

Step 3:  Click on ‘Bulk Setup’.

dhan select bulk setup

Step 4: Choose ‘Transaction,’ then enter the beneficiary owner ID (BOID) to whom the shares must be transferred and the execution date. 

dhan enter bo id

Step 5: To view a list of every ISIN in your holdings, click Account ISINs.

dhan view isins

Step 6: Click the ‘Account ISINs’ link to view the ISIN data. To set up, you must now click ‘Submit.’ 

dhan click submit

Step 7: You will receive this notice after submitting. You must then confirm your request.

dhan submit request

Step 8: Select ‘Verify.’

dhan click verify

Step 9: Select ‘Commit.’

dhan click commit

Step 10: Type in the CDSL Easiest PIN.

dhan enter cdsl pin

You’ve completed your share transfer request with this last step.