How to add a beneficiary account on CDSL's Easi/Easiest platform to transfer securities?

To add a Beneficial Owner (BO) account you need to follow the below steps.

1. Login to EasiEasiest (cdslindia.com).

2. Navigate to the 'Transaction' tab and select 'BO Linking.'

3. Select ‘BO Linking Setup.’

4. Here in the 'Enter Buyer BO' and 'Enter Buyer PAN fields, enter details of the account in which you wish to transfer shares to.

IMPORTANT:  

The procedure will remain incomplete if you don’t verify the information by following these steps

1. You will receive an email for verification of BO details. Click on the link in the email.

2. Enter PAN details or Demat account number of the ‘Transferor’ and click on ‘Submit.’

3. Select the BO details and click ‘Generate OTP.’

4. Enter the OTP received on the registered mobile or email and click ‘Accept.’

5. Click on ‘OK.’

Once the step is completed, your beneficiary details will be added and you can use the Easi/Easiest facilities.