DP Operations – Online Transfer through Easiest

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 Easiest Benefits

• Client can access ‘easiest’ from anywhere and anytime through Internet / mobile

• Submission of debit transaction instructions to effect On-Market , Off-Market, Settlement and Early
Pay-in transactions through internet / mobile

• In case a Client submits the transaction instructions from his/her ‘easiest’ login, then they need not
submit the Delivery Instruction Slip (DIS) to ABML DP.

• A Client can monitor the status of the instructions submitted through his / her ‘easiest’ login also.

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 Easiest Registration Process
A Client has to follow the procedure given below to register for CDSL’s ‘easiest’ facility.

Logon to www.cdslindia.com

Click on ‘Login to – New System My easi (BO/CM)’ link available under ‘Quick Links’ on homepage.

Click on ‘To Register for easiest’ link

Enter DPID and Client ID and Click on Box nearby Clicking “REGISTER” confirms that you have read and agree to the TERMS & CONDITIONS”

Enter the OTP received by you on your Registered Mobile no.

If mobile no. is not registered, user will be required to contact your depository participant and register your mobile no for SMS alerts. In case of
NRI Demat Account OTP will be received on the registered email id

Please read ‘Terms and Conditions’ and click on ‘I Agree’

Client’s easiest Registration requests requires DP authentication.

Post DP authentication, Client will receive two separate emails with two separate passwords, one for accessing his “easiest” log-in and second
for the PIN for authorizing his transactions.
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 Easiest Registration Process

At the time of Registration, the Client will have to choose Trusted Account Transfer option available in ‘easiest’.

Trusted Accounts are the Demat account of the Client’s choice to which the client can transfer the securities to ABML (Clearing
Member ) Pool & Collateral Accounts.

A Client can Map 4 ABML Pool / Collateral Accounts (NSE & Collateral) at the time of registration or later stage, where a Client
wishes to transfer the securities.

Client will have to opt for Trusted Account option only (Shares can not be transferred to Inter-Depository Accounts (NSDL)).

They can transfer their shares only to their Trusted Accounts mapped in their easiest login.

At the time of initiating the transactions set up, the same has to be authenticated using PIN (Personal Identification Number) which
will be emailed to the Client separately by CDSL. (Client will receive password directly from CDSL for easiest Log-in & PIN).

Password and PIN required to be changed at the first time login.

Addition and Deletion of trusted accounts to/from Client’s easiest login requires DP authentication

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 Easiest Registration
• Click on ‘Login to – New System My easi (BO/CM)’ link available under ‘Quick Links’ on homepage

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 Easiest Registration
• Click on ‘To Register for Easiest’ link

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 Easiest Registration
Enter DPID and Client ID and
Click on Box - Clicking “REGISTER” confirms that you have read and agree to the TERMS & CONDITIONS”
r DPID and Client ID and Click on Box nearby Clicking “REGISTER”
confirms that you have read and agree to the TERMS & CONDITIONS”

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 Easiest Registration
• Enter the OTP received by you on your Registered Mobile no.

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 Easiest Registration
Select Security Question & fill the answers
Select Trusted Account Transfer option
Fill in Trusted BO ID 1203760000000056 (NSE Pool Account) & click + button
Add 1203760000000022 (BSE Pool Account) & Submit

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 Easiest Registration
• Enter the OTP received by you on your Registered Mobile no.

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 Easiest Registration
• Client would receive mail from CDSL for login password & PIN after DP Authentication.

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 Transfer of securities through easiest
Select “Setup” under “Transaction” Header

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 Transfer of securities through easiest
Click on “Bulk Setup”

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 Transfer of securities through easiest
Select “Execution Date” and Counter BO ID – 1203760000000056 (ABML CDSL Pool A/c for Pay-in purpose)

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 Transfer of securities through easiest
Select “Exchange ID - National Stock Exchange”, Select “Market Type-Rolling Normal”, Select “Settlement ID – Sold Settlement Number”

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 Transfer of securities through easiest
Click on Symbol for capturing ISIN(s), and Qty of shares

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 Transfer of securities through easiest
Click on “Account ISINs” Button for capturing ISIN &Quantity and Click “OK”

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 Transfer of securities through easiest
Check the captured ISIN details and Click on “Verify”

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 Transfer of securities through easiest
Click on “Ok”

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 Transfer of securities through easiest
Click on “Ok”

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 Transfer of securities through easiest
Click on Check Box and “Commit” Button

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 Transfer of securities through easiest
Enter PIN (transaction password) and Click OK

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 Transfer of securities through easiest
Transaction Completed confirmation

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 Thanks

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